Legacy Planning Basics
Description
Legacy planning covers both money and values. These seven PDF lessons begin with defining your legacy vision, then explain the essential estate planning documents you need and how to choose executors and trustees.
Further lessons cover guardianship planning to protect your family, ways to minimize taxes, and digital assets as part of a modern legacy. The final lesson helps you put the plan into action. Checklists and exercises in the PDFs help you gather information as you read. The lessons are general education, not legal or tax advice. Each lesson builds on the previous one.
Who it is for: adults who want to start planning what they leave to their family and how.
What’s included
7 PDF lessons · 43 pages · about 13,500 words
One ZIP download that is yours to keep — read on any device, no subscription or app needed.
Course programme
- Understanding Your Legacy Vision
- Essential Estate Planning Documents You Need
- Choosing Your Team: Executors and Trustees
- Protecting Your Family with Guardianship Planning
- Minimizing Taxes and Maximizing Your Legacy
- Digital Assets and Modern Legacy Considerations
- Putting Your Legacy Plan into Action
3
Products
-
Category:Saving
-
Product Type:Mini-course
-
Level:Beginner
-
Duration:30 min – 2 hours
-
Format:7 PDF lessons (ZIP)
-
Delivery:Download link by email and in Account → Orders
-
Delivery time:Instant, right after payment
What you get
-
7 PDF lessons One ZIP download · 640.8 KB
-
Instant download Right after payment — no waiting
-
Lifetime access Unlimited downloads from your account
-
30 min – 2 hours of study Learn at your own pace
How it works
- Pay securely Visa or Mastercard with 3D Secure.
- Download instantly The download link arrives by email with your invoice and is always in Account → Orders.
- Learn on any device Open the PDF files on your phone, tablet or computer — no app or subscription needed.
14-day refund guarantee if you have used less than 25% of the content — see the Return and Refund Policy.
Tips, Tricks, and Inspiration
Dive deeper into the world of creativity with fresh ideas and expert advice from our blog.
How to Stay Motivated During Long Courses
Delayed Development: How to Change Your Mindset
Creating a Personal Learning Space