Already have a trust? Now take the time to fund it. Use these documents to add your home and various financial accounts to the name of your trust.
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Tired of paying for each of your client’s estate plans individually online? We now offer our estate plan package templates to Certified Legal Document Assistants, Paralegals, and Attorneys as an all-inclusive 5-year license including updates” for only $997.00. This includes hundreds of legal templates designed, and tested by attorney Heather Reynolds for over 20 years. With this licensing, you would have the right to use these templates, their written instructions and the videos with your own clients.
This license also includes any updates to the templates that occur due to changes in the law or quality improvements. Our member newsletter will keep you informed of legal changes and template updates as they roll out. By staying up to date you will know that your clients are getting the highest quality estate plans which reflect the current laws for California.
Be a Featured Professional on YLL’s Website and Receive Ongoing LDA Referrals
We love to promote LDAs and Attorneys as a resource at YLL, if they:
Are licensed to use the YLL templates and have shown competency in their use, or
Have completed our Estate Planning Basic Training Course.
If you meet either of the above criteria, we are happy to feature your profile as a resource on our website. We also plan to connect new YLL clients to LDAs closest in proximity to their region, so you’ll be able to welcome them and offer your assistance immediately. Although we happy to feature attorneys on our website, we cannot directly refer clients to attorneys. You can be a ‘featured professional’ for only $97.00 a year.
Ideal for BRAND NEW Estate Planning Professionals who are just starting their practice in California. This is a full-service, jam-packed package designed for you to open the doors to your new Estate Planning practice in the next 90 days and over 15 classes.
This Course Includes:
30 hours of consulting with California Attorney Heather Reynolds over 90 days within a class of 5 other students.
Hundreds of time-tested templates for 4 basic types of estate plans (a value of $3,997).
White-label license to use the content of www.YourLegacyLives.com as your own online DIY estate planning service (a value of $7,997).
Learn how this tool can generate new clients all over California for you.
We offer this course at $7,000 which is a steal for the value.
Starting July 11th, 2020
A 10-week comprehensive estate planning course for Legal Document Assistants, Paralegals, and Attorneys who want to change or expand their focus to estate planning. The course includes training on all of the templates designed and created by Attorney Heather Reynolds, as well as client management, business flow and best practices. The course includes at least 2 hours of live instruction with Attorney Heather Reynolds online providing ample time for your ‘questions and answers’ each week. She will also provide weekly individual feedback on assignments as you create your own quality estate plan. When you finish this 10-week course you can move confidently forward with your new career in estate planning. Plan to spend a total of about 3 hours per week on average to complete assignments. Each class is limited to 12 participants, so you’ll receive ample attention.
The course is offered at $2997.00 including a lifetime license to use the templates and all future updates with your own clients. This course also includes any updates to the templates that occur due to changes in the law or quality improvements. Our member newsletter will keep you informed of legal changes and template updates as they roll out. By staying up to date you will know that your clients are getting the highest quality estate plans which reflect the current laws for California.
The Basic Course is designed to include all the necessary documents for most married and single clientele with “basic” estate planning needs, such as: powers of attorney for finances and health care, HIPAA releases, revocable living trusts, marital disclaimer trusts, trust transfer deeds, trust funding and asset assignment documents, schedule A, basic property agreements, basic wills and pour-over wills, diagrams, fee agreements, invoices and cover letters. More sophisticated tax planning trusts are not included in this course (such as asset protection trusts (A/B/C structures), QTIP trusts, Life Ins. Trusts, Charitable Trusts, etc).
Starting August 15th, 2020
A 10-week comprehensive estate planning course for Attorneys who want to prepare for the Estate Planning Specialist Exam. The course includes training on 9 previous specialist exams with feedback from Attorney Heather Reynolds. The course includes at least 1 hour of live instruction with Attorney Heather Reynolds online providing ample time for your ‘questions and answers’ each week. She will also provide weekly individual feedback on assignments as you complete previous exams. When you finish this 10-week course you can move confidently forward with your specialist exam. Plan to spend a total of about 3 hours per week on average to complete assignments. Each class is limited to 10 participants, so you’ll receive ample attention.
The course is offered at $2997.00 and is pending California State Bar MCLE approval.
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
The Advanced Healthcare Directive document allows someone that you trust to make your health care decisions for you in the event that you are no longer able to do so. They can determine day-to-day care decisions for you or make end-of-life decisions if necessary.
The Durable Power of Attorney for Finance document allows someone other than yourself to handle your financial affairs in the event of your incapacity without having to be supervised by the court system. That means you're still alive, but for whatever reason, you can't write checks or conduct day-to-day business anymore.
The HIPAA Release document gives healthcare professionals permission to provide information about your health care to certain individuals that you trust in the event that you are incapacitated.
Make it easier for your loved ones in the event of a health crisis by providing the guidance and authority they will need to handle your financial affairs and medical decisions without the intervention of the California court system. Don’t wait until it’s too late to create the most important legal documents you will ever need.
You'll receive a hardcopy of the Estate Planning Basics Kit in the mail, as well an instant download of a PDF version and .mobi version (for Kindle). Also take note of the Invoice Notes after your transaction for instant access to the documents referenced in the kit.
All information on this site is strictly for educational purposes and should never be considered legal advice.