Overview Video

Legacy Planning for Families

Don’t wait for a health crisis to push you into action. Facing an emergency without a plan adds stress to an already challenging situation, leaving critical decisions to be made on the spot—and worse, placing that burden on your family. Take charge now, while you have the time and clarity to make informed choices for your future. This course will guide you through the steps to secure your wishes and give peace of mind to those you love.

$89 For Peace of Mind. Don’t wait.

Disclaimer: Genera Legacy Design provides Advance Care Planning and Financial Strategy Coaching Services only and does NOT offer any form of legal advice. We strongly recommend that all clients consult with qualified Elder Law or Estate Planning attorneys to thoroughly review any advance care planning directives and documents created through our courses. Additionally, all financial strategies discussed in Genera Legacy Design courses must be implemented by attorneys specializing in Elder Law and Medicaid planning to ensure compliance and accuracy.

What’s Included in This Course:

  • Deep Understanding

    A comprehensive understanding of advance directives and why you need, at minimum, a living will and a last will and testament. If you are taking this course to help a parent or a friend, you will have all you need to help them complete the necessary steps.

  • Difficult Conversations

    How to engage in difficult conversations with your loved ones and your physician. If you are taking this course for someone else, this course will walk you through everything you need to know to help them establish a meaningful plan. Includes 75 Page Advance Care Guide.

  • Complete a Living Will

    We walk you through the entire process of setting up a Living Will that ensures your healthcare wishes are established, and a qualified and committed healthcare proxy is chosen to ensure your desires are followed if you cannot.

  • Complete a Last Will and Testament

    We walk you through the entire process of setting up a legally enforceable Last Will and Testament so you can make the best decisions for you and your family.

  • Buy One Course for Your Immediate Family

    Once you purchase this course, your entire immediate family may use the materials. For example, husband and wife and children may use this coaching course.

  • Personal Information Tracker

    You will also receive a Personal Information Notebook to keep all of your personal information in one place, making it much easier for your representatives to access your accounts, etc.

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✺ Frequently asked questions ✺

  • You do not need a lawyer to complete your Living Will, powers of attorney and Last Will and Testament. You can create these legally enforceable documents on your own; however, we recommend you have an Elder Law or Estate Planning attorney review your documents. Genera does not offer legal advice, only coaching.

  • You do not need to file your Last Will and Testament until after you pass away. After you die, your executor will present your Last Will and Testament to the probate court to finalize your estate.

  • If you don’t set anything up, state law will decide what happens with your assets and your minor children. You will not have any control over any of these things and your family may be left with more uncertainty and stress.

  • Yes. You can change your Will at any time. You simply complete a new one. A probate court will enforce the most recent Will. Just make sure your chosen executor has access to it and can present it to the probate court.

  • Nick is a lawyer but he's not your lawyer because you cannot hire him to give you legal advice. His 15 years of healthcare operations, consulting, and Advance Care Planning experience makes him the perfect person to help you establish a Living Will and powers of attorney and a Last Will and Testament, the legal document that a probate court will use to establish your wishes if you pass away.

  • Usually one's spouse or next of kin takes over the decision making process. But without a Living Will or an established healthcare proxy that knows your wishes, you are subject to the wishes of your spouse or next of kin, who may not know exactly what you would do in any given situation. E.g., you may not want to be put on life support for years, or at all. If you don't make that decision now, you will have no say in the matter.