Basic Estate Planning Course for Non-Professionals

$2,997.00

Starting July 11th, 2020

This course is for those want to complete their own quality estate plan and feel confident helping friends and family do the same at no charge. It is not for professional paralegals, LDAs or attorneys.

In this course, you will receive:

  • completion of your own basic “will package” or “trust package” with power of attorney for finances and Advance Healthcare Directive, and
  • confidence to help other family and friends use our estate planning templates,
  • training in best practices and how to help others overcome typical barriers to estate planning.

Your instructor, Attorney Heather Reynolds, will host a LIVE class each week for 8 consecutive weeks. Each class will be up to 1.0 hours of instruction time including LIVE questions and answers. With a class size of no more than 12 students, there will be ample time for individualized attention.

Although over 10 hours of legal information is provided throughout the course, Attorney Heather Reynolds does not provide personalized legal advice and is not your attorney. Most students do not need such legal advice and are able to complete their documents based on the generalized guidance provided within the course materials as well as the live Q&A. If however, you decide to create an attorney/client relationship, she would need to sign a fee agreement with you and learn more about your particular circumstances to provide legal advice. She offers discounted rates for students and their referrals.

WHEN: Classes will be held on Zoom meeting on Saturdays from 3:00pm-4:00pm pacific standard time and recorded in case you cannot attend for any reason.

HOMEWORK: Homework is estimated to take an average of three hours per week, is due on Wednesdays by midnight (PST) and will be returned to you with instructor review and comments by Friday mornings at 9am.

All of the course material will be made available on the Your Legacy Lives website and through Dropbox (a free online program

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