Pattie Ehsaei/⚰️ Wills & Trusts

  • $20

⚰️ Wills & Trusts

  • Course
  • 6 Lessons

Wills and trusts aren’t just for the wealthy or elderly. They’re essential tools for protecting your assets, your family, and your future. In this course, I’ll walk you through what they are, why they matter, and how to get started without feeling overwhelmed. You’ll learn about the different types of trusts, when to use them, and how to create a will that actually reflects your wishes. It’s not morbid. It’s smart.

Contents

Welcome to Wills & Trusts!

Get your legacy in order so your money, property, and wishes are protected, without the legal drama.

Welcome to Wills and Trusts!

Why Wills & Trusts Matter

Why Wills and Trusts Matter

Types of Trusts and When to Use Them

Types of Trusts and When to Use Them

Creating a Will or Trust

Wills and Trusts Creating a Will or Trust

Action Steps

Action Steps
Wills and Trusts Starter Kit.pdf