Leave Clarity, Not Chaos

Create a Clear, Conflict-Free Estate Plan in 6 Days

Our free email course walks you through the 6 biggest mistakes that derail even well-meaning plans—and how to fix them, without starting over.

No cost. No pressure. Just 6 helpful insights to make your estate plan stronger. 

What You’ll Get Inside the 6-Day Email Course:

- 6 short lessons delivered straight to your inbox (no fluff, no jargon)

- Clear explanations of the most common estate planning mistakes

- Simple actions to help you feel more confident about your plan

- Insights from real-life experiences what goes wrong and how to avoid it

- The exact questions to ask your attorney or financial advisor today

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Everything You Need to:

✔️ Create or strengthen your estate plan
✔️ Protect your family from conflict and confusion
✔️ Understand wills, trusts, and asset transfers

 

Estate Planning in Mill Valley, CA
 

Make Sure Your Estate Plan Does What You Think It Does

Here are the mistakes we cover over the next 6 days:

Day 1: Relying on Verbal Promises Instead of Legal Documents
Why handwritten notes and text messages can lead to family disputes.

Day 2: Titling Assets Incorrectly or Leaving Beneficiaries Outdated
How a forgotten detail can send assets to the wrong person.

Day 3: Keeping Your Estate Plan a Secret
Why your family needs clarity—and how to give it to them.

Day 4: Assuming Your Will Controls Everything
Which accounts bypass your will, and what you should do about it.

Day 5: Leaving Out Critical Documents from Your Estate Plan
What powers of attorney and healthcare directives really do—and why they matter.

Day 6: Treating Estate Planning as a One-and-Done Task
How to keep your plan current and avoid painful surprises down the road.

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Leave Clarity, Not Chaos

Free 6-Day Estate Planning Course

Fill out the form and get the free email course that walks you through the 6 biggest mistakes that derail even well-meaning plans and how to fix them, without starting over.