ONLINE MASTERCLASS REVEALS HOW TO AVOID PROBATE IN 4 SIMPLE STEPS
5 MODULES
Five recorded webinars with instruction and Q & A session afterwordsSTEP BY STEP LESSONS
Step-by-step instruction on what is needed to avoid probateALL ACCESS PASS
WHAT YOU WILL LEARN
Probate can be a time-consuming and expensive process, and it can be emotionally draining for your loved ones. By creating a solid estate plan, you can avoid probate and ensure that your assets are distributed according to your wishes.
In this course, you will learn about the various legal instruments and strategies that you can use to avoid probate. You’ll learn about wills, trusts, beneficiary designations, and transfer-on-death deeds, and you’ll discover how to use these tools to ensure that your assets are passed on to your loved ones smoothly.
MEET YOUR COACH
MICHAEL B. HILL
Probate can be a time-consuming and expensive process, and it can be emotionally draining for your loved ones. By creating a solid estate plan, you can avoid probate and ensure that your assets are distributed according to your wishes.
In this course, you will learn about the various legal instruments and strategies that you can use to avoid probate. You’ll learn about wills, trusts, beneficiary designations, and transfer-on-death deeds, and you’ll discover how to use these tools to ensure that your assets are passed on to your loved ones smoothly.
MODULE #1: PROBATE 101
In this first Module, Michael explains why it is so important to stay out of probate court. He will also guide you through exactly what probate is and when it applies.
- Why is probate so bad?
- How expensive can it really be?
- What probate is and isn't
- When probate applies and when it doesn't
- Outline our proven process to keeping our clients out of probate court
MODULE #2: GET ORGANIZED AND DESIGN
In this Module, Michael walks you through the exact process our clients go through in order to get organized. He also reviews the various strategies and techniques we use to avoid probate.
He discusses the advantages of each strategy and the disadvantages. Everyone’s situation is different and no one-size-fits-all solution will work. Discover which ones are appropriate for you, your goals, your assets, and your family situation.
- The importance of be organized
- Advantages and disadvantages of each probate avoidance technique
MODULE #3: BUILD PLAN DOCUMENTS
- Review the key estate planning documents neeed
- Review each type of beneficiary designation, deed, and form of joint ownership
- You can best decide which to incorporate into your plan
MODULE #4: ASSET ALIGNMENT
- Overview of each and every asset type
- Training on which strategy to appy to each asset
MODULE #5: MAINTAIN AND NEXT STEPS
- Discover why estate planning is never a one-time-event
- Review possible changes to be on the lookout for as life goes on
- Learn our process to maintain our clients' estate plans so they will work when they need them the most
YOU'LL ALSO GET ACCESS TO THE PRIVATE FB GROUP
HERE'S EVERYTHING YOU GET WHEN YOU GET THE MASTERCLASS TODAY
Everything you need to learn how to avoid probate.