Thy Settlor’s Will

THE SETTLOR’s WILL is a strategic deep-dive into:

Fortifying your Will
Securing Trustee authority
Protecting Beneficiaries
Preventing unnecessary court interference
Establishing evidentiary dominance

Let’s Get Started!

P.S. Click on the actual Module below to ensure you access the “materials section”. If you open the down arrow and click into the content links only, you may miss the material downloads.

Course Content

Weekly Replays

Module 1 – Crucial Considerations for an Unassailable Last Will and Testament 3 Topics

Lesson Content

0% Complete 0/3 Steps

Module 1a: Checklist Overview

Module 1b: Ten Mistakes that can make a Will Assailable (and how to prevent it)

Module 1c: Protecting Your Ass-ets

Module 2: Creating Your Documents 2 Topics

Lesson Content

0% Complete 0/2 Steps

Module 2a: SPIRITUAL AND ETHICAL LEGACY DIRECTIVE

Module 2b: DECLARATION OF LAST WILL AND TESTAMENT

Module 3: Validation/Expression/Protection 2 Topics

Lesson Content

0% Complete 0/2 Steps

Module 3a: Video Testimony Script for Last Will and Trust Conveyance

Module 3b: Notice of Challenge, Conditional Acceptance, and Demand for Strict Proof

Module 4: Trustee RoadMap 2 Topics

Lesson Content

0% Complete 0/2 Steps

Module 4a: Trustee Execution Package Part 1

Module 4b: Trustee Execution Package Part 2

THE SETTLOR’s WILL is a strategic deep-dive into:

Fortifying your Will

Securing Trustee authority

Protecting Beneficiaries

Preventing unnecessary court interference

Establishing evidentiary dominance

Let’s Get Started!

Course Content

Course Includes