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EXCELLENCE MONEY

Make a Will and Plan What You Leave

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LEVEL 1 · 0/3LEVEL 2 · 0/3LEVEL 3 · 0/3LEVEL 4 · 0/3LEVEL 5 · 0/3START
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Your affairs in order, calmly: what your state decides without a will, what yours should say, making it valid, federal estate and gift tax without the myths, beneficiary forms and inherited retirement accounts, probate, funeral rights and organ donation, a prepared executor, health care directives, your digital legacy and one page that ties it together.

2h 53m5 constellations
AT THE SUMMIT, YOU WILL BE ABLE TO

01Know what happens without a will, and what yours should say

02Make a will that's valid, safe and up to date

03See whether estate tax applies, and give gifts the simple way

04Prepare your executor, directives, wishes and digital legacy

Every lesson of Make a Will and Plan What You Leave

15 lessons in 5 levels, about 3 hours. Level 1 is free.

Level 1Why a Will MattersFree · 3 lessons
  1. What happens without a willSee who inherits when there's no will, and what a will changes.12 min
  2. What your will should sayCover executor, guardians, gifts and the rest, and know what a will can't reach.11 min
  3. Checkpoint: a form or a lawyer?Decide whether a simple form fits you, or you need professional help.11 min
Level 2Make It ValidMembership · 3 lessons
  1. Signed, witnessed, validSign your will so it holds up, and avoid the witness trap.12 min
  2. Keep it safe, keep it currentStore the original where it will be found, and update it when life changes.11 min
  3. Checkpoint: signing dayGet through signing day without the mistakes that sink wills.11 min
Level 3Estate and Gift Tax, ClearlyMembership · 3 lessons
  1. Estate tax, without the mythsSee why almost no estate owes federal estate tax, and when one does.13 min
  2. Gifts while you're aliveGive without paperwork headaches, and know what heirs gain by waiting.12 min
  3. Checkpoint: retirement accounts and beneficiariesName the right beneficiaries, and know the 10-year rule heirs face.12 min
Level 4When Someone DiesMembership · 3 lessons
  1. Probate, step by stepUnderstand what probate is, when it's needed, and what an executor does.12 min
  2. Funeral wishes and organ donationWrite down your wishes and know your rights with a funeral home.11 min
  3. Checkpoint: the executor conversationAsk someone to be your executor, and tell them what they need to know.11 min
Level 5Your Legacy PlanMembership · 3 lessons
  1. Your digital legacyDecide who can reach your photos, messages and accounts, safely.11 min
  2. Beyond the will: health care and money decisionsChoose who decides for you if you can't, and talk it through with family.11 min
  3. Capstone: your legacy planPut your will, beneficiaries, directives and wishes into one plan.12 min
FREE

Level 1 is open.

Membership opens every other level of this path.

See membership
AFTER THE CORE

Keep going where this path leads.

Care for an Aging ParentPowers of attorney and care · 2h 57m
Plan Your RetirementSocial Security, 401(k)s and IRAs · 2h 56m