The Complete Life Estate & Legacy Planning Masterclass
Protect your estate from probate without paying thousands in attorney fees.
Design a Life Estate, Draft Essential Documents, and Craft a Tax-Smart Legacy Plan
CLICK BELOW TO WATCH FIRST!
4.9/5 star reviews
Thousands of happy customers worldwide
AS SEEN ON
Discover Why Proper Estate Planning Can't Wait
Does this sound like you?
Uncertainty about who will inherit your home and assets.
Fear that probate court will drain your estate.
Confusion over complex legal terminology.
Not knowing which documents are actually required.
Worry about leaving a tax burden to your heirs.
Create a life estate deed that transfers your home instantly to heirs.
Establish wills and trusts that reflect your exact wishes.
Use our downloadable templates reviewed by attorneys.
Pay only for the financial tools that truly protect you.
Minimize estate taxes and keep more wealth in the family.
What You Will Get in This Course
Life Estate Foundations
Understand what a life estate is and decide whether it's right for your situation.
Asset Inventory & Valuation
Catalog every asset you own and assign accurate values to simplify planning.
Writing Wills & Trusts
Draft bulletproof wills and trusts that reflect your wishes and stand up in court.
Safeguarding Beneficiaries
Set up protections for children, special-needs dependents, and vulnerable heirs.
Tax-Smart Legacy Strategies
Deploy gifting, charitable giving, and other tactics to keep taxes low.
Retirement & Financial Alignment
Integrate retirement income, insurance, and investments with your estate plan.
TESTIMONIALS
What our students are saying...
" My husband and I kept putting estate planning off. This course broke everything down so clearly that we had our will and life estate deed drafted within a week. Total peace of mind! "
- Sarah Collins
" As a single mom, I worried about what would happen to my kids. Thanks to this training, my guardianship paperwork and trust are set. I only wish I'd done it sooner. "
- John Doe
" I saved thousands in attorney fees by using the templates and guidance inside this course. Our assets will now bypass probate entirely. "
- Roberta Johnson
MODULES
FOLLOW MY STEP BY STEP VIDEO TRAINING
Life Estate Foundations
Understand what a life estate is and decide whether it's right for your situation.
Asset Inventory & Valuation
Catalog every asset you own and assign accurate values to simplify planning.
Writing Wills & Trusts
Draft bulletproof wills and trusts that reflect your wishes and stand up in court.
Safeguarding Beneficiaries
Set up protections for children, special-needs dependents, and vulnerable heirs.
Tax-Smart Legacy Strategies
Deploy gifting, charitable giving, and other tactics to keep taxes low.
Retirement & Financial Alignment
Integrate retirement income, insurance, and investments with your estate plan.
Probate Avoidance
Discover how to legally bypass probate and avoid costly family disputes.
Maintaining Your Plan
Learn how to keep your plan current and communicate it to your heirs.
4.9/5 star reviews
Secure Your Future and Protect Your Loved Ones
A step-by-step online program that guides you through creating a life estate, building a rock-solid estate plan, and optimizing your finances for the next generation.
Here's what you get:
Immediate lifetime access to 40+ bite-sized video lessons.
Downloadable templates for wills, trusts, and financial worksheets.
Invitation to a members-only community moderated by legal and financial experts.
Free future updates reflecting any changes in estate law.
Today Just
$997 one time
"Best purchase ever!"
" As a single mom, I worried about what would happen to my kids. Thanks to this training, my guardianship paperwork and trust are set. I only wish I'd done it sooner. "
ABOUT YOUR INSTRUCTOR
Meet CECILIA
Your instructor is a licensed Estate Planning Attorney and Certified Financial Planner® with 20 years of experience helping thousands of families safeguard their wealth and legacy.
After seeing countless clients arrive confused and unprepared, she realized people needed an easy-to-follow framework that combined legal and financial planning into one clear system—so she created this masterclass.
Graduates have avoided an average of $50,000 in probate costs, reduced estate taxes, and gained complete peace of mind knowing their loved ones are protected.
Licensed attorney and CFP® specializing in estate planning.
Helped 5,000+ families draft airtight estate plans.
Featured expert on CNBC, NPR, and The Wall Street Journal.
Author of the Amazon best-seller “Your Legacy Blueprint.”
Keynote speaker at AARP’s National Financial Conference.
Founder of the top-rated online Legacy Planning Academy.
WHO IS THIS FOR...
Homeowners, parents, retirees, and anyone who wants peace of mind that their assets and wishes are protected.
Homeowners
Parents with Minor Children
Retirees & Pre-Retirees
Blended Families
Real Estate Investors
Singles with Assets
Small-Business Owners
Anyone Seeking Peace of Mind
STILL NOT SURE?
Satisfaction guaranteed
We want you to find value in our trainings! We offer full refunds within 30 days. With all of our valuable video training, we are confident you WILL love it!
STILL GOT QUESTIONS?
Frequently Asked Questions
Is this course a substitute for hiring an attorney?
We provide education, templates, and guidance. For complex situations, we recommend having a licensed attorney review your documents.
Do I need prior legal or financial knowledge?
No. We start from the ground up with plain-English explanations, perfect for beginners.
Will the course be updated if laws change?
Absolutely. Enrollment includes lifetime updates so your plan stays compliant.
Enroll in the course now!
Copyrights 2024 | Legacy Plan Pro™ | Terms & Conditions