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Life & Legacy: Creating Your Roadmap

with Chanel Reynolds

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  •   Trailer

  •   01 When Life Goes Sideways

    27:47
  •   06 Living Will Basics

    29:48

Class duration: 9h 8m

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About The Class

learn about estate and long-term financial planning

Big decisions like preparing a will or making estate plans can feel scary or overwhelming, but those tasks are much less daunting if you’re prepared. Join Chanel Reynolds for an overview of the financial, legal, and emotional planning skills necessary to ensuring a lasting legacy.

During this two-day course, you’ll learn how to proactively initiate conversations with your loved ones about end-of-life plans — without causing them (or yourself) undue worry or stress. You’ll learn how to create your legacy with the digital and physical record of the narrative you’ll leave behind.

In this workshop, Chanel will give you concrete action items and tools for estate and long-term financial planning. You’ll learn about both living and normal wills, as well as the methods of creating them, including working with a lawyer, using online templates, and even drafting your own.

Chanel will also cover how intentional financial planning is a best practice for ensuring that you and your loved ones can live your best lives. You’ll explore preparing an emergency fund, identifying where you’re most vulnerable financially, and getting insured for long-term disability or illness. You’ll also determine which types of insurance are the best form of risk management for the curveballs that life might throw your way.

By the end of this course, you’ll have the practical skills and peace of mind you need to approach life’s biggest decisions and help your loved ones do the same.

Topics Covered


Lesson Plan

  1. 01

    When Life Goes Sideways

    27:47
  2. 02

    Overcoming Your Fear and Having a Checklist

    25:41
  3. 03

    Getting Started

    24:51
  4. 04

    Wills: The Basics

    36:06
  5. 05

    Wills Questionnaire and Q&A

    36:19
  6. 06

    Living Will Basics

    Chanel reviews the basic components of living will.

    29:48
  7. 07

    Living Will Questionnaire and Story Sharing

    47:18
  8. 08

    Keeping Track of Your Details

    16:38
  9. 09

    2:45 pm - Digital Assets & Details Worksheet

    28:42
  10. 10

    Digital Assets & Details Worksheet Continued

    26:23
  11. 11

    Insurance Overview & Scenarios

    20:18
  12. 12

    Life Insurance Discussion/Worksheet

    46:16
  13. 13

    Money Insight/Skype Interview

    36:39
  14. 14

    Financial Priorities

    15:29
  15. 15

    Starting the Conversation

    32:12
  16. 16

    Communication: Role Playing

    26:49
  17. 17

    Role Playing Continued

    21:18
  18. 18

    Making Action Items With Deadlines

    22:12
  19. 19

    Roadmap: Staying Motivated

    27:39

Meet Your Expert

Chanel Reynolds

Chanel Reynolds is the founder of Get Your Shit Together. With a real and honest voice, she shares her struggles of becoming a widow and single mom when her husband was killed in an accident in 2009. In her website ... read more

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Bonus Material

Access your course materials here!

Get access to exclusive bonus content when you purchase this class.

  • pdf Details.pdf
  • pdf Insurance.pdf
  • pdf Living Will Questionaire.pdf
  • pdf Money.pdf
  • pdf Roadmap.pdf
  • pdf The Conversation.pdf
  • pdf Wills Questionnaire.pdf
  • pdf Checklist.pdf
  • pdf Creating Your Roadmap Resources.pdf

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