ONLINE MASTERCLASS REVEALS HOW TO AVOID PROBATE IN 4 SIMPLE STEPS
1
Contact Info
Your Contact Info
2
your info
Your Billing Info
* Denotes mandatory fields
We Respect Your Privacy & Information
ALL ACCESS PASS
WHAT YOU WILL LEARN
Probate can be a time-consuming and expensive process, and it can be emotionally draining for your loved ones. By creating a solid estate plan, you can avoid probate and ensure that your assets are distributed according to your wishes.
In this course, you will learn about the various legal instruments and strategies that you can use to avoid probate. You'll learn about wills, trusts, beneficiary designations, and transfer-on-death deeds, and you'll discover how to use these tools to ensure that your assets are passed on to your loved ones smoothly.
MEET YOUR COACH
MICHAEL B. HILL
Michael B. Hill, partner at the Sheppard Law Firm, P.A., is a Florida Board Certified Will, Trusts & Estates attorney. One of only 283 to hold that distinction in Florida.
He concentrates his practice in estate and wealth preservation planning and protection.
Michael has extensive tax, legal and technology skills, enabling him to create unique plans for meeting client’s individual and family needs.
A double graduate of the University of Florida, Michael received his Bachelor of Science in Accounting in 1998 and his Juris Doctor with honors in 2001.
MODULE #1: PROBATE 101
In this first Module, Michael explains why it is so important to stay out of probate court. He will also guide you through exactly what probate is and when it applies.
By knowing this, you will be able to ensure your family never has to face probate in the future.
-
Why is probate so bad?
-
How expensive can it really be?
-
What probate is and isn't
-
When probate applies and when it doesn't
-
Outline our proven process to keeping our clients out of probate court
MODULE #2: GET ORGANIZED AND DESIGN
In this Module, Michael walks you through the exact process our clients go through in order to get organized. He also reviews the various strategies and techniques we use to avoid probate.
He discusses the advantages of each strategy and the disadvantages. Everyone's situation is different and no one-size-fits-all solution will work. Discover which ones are appropriate for you, your goals, your assets, and your family situation.
-
The importance of be organized
-
Advantages and disadvantages of each probate avoidance technique
MODULE #3: BUILD PLAN DOCUMENTS
In this Module, Michael walks you through the various estate planning and plan documents. He reviews the will, durable power of attorney, health related documents, and the various asset documents.
Discover why these documents are so important and how they are used to ensure your wishes are carried out and you avoid probate.
-
Review the key estate planning documents neeed
-
Review each type of beneficiary designation, deed, and form of joint ownership
-
You can best decide which to imcorporate into your plan
MODULE #4: ASSET ALIGNMENT
In this Module, Michael walks you through how to use the Worksheet reviewed in Module 2.
He will discuss each and every asset type and review sample beneficiary designations and deeds to accomplish your goals of avoiding probate.
- Overview of each and every asset type
-
Training on which strategy to appy to each asset
MODULE #5: MAINTAIN AND NEXT STEPS
In this final Module, Michael walks you through the various ways an estate plan can go out of date and what to do about it.
He will also review the other important estate planning issues you might want to consider.
- Discover why estate planning is never a one-time-event
-
Review possible changes to be on the lookout for as life goes on
-
Learn our process to maintain our clients' estate plans so they will work when they need them the most
YOU'LL ALSO GET ACCESS TO THE PRIVATE FB GROUP
HERE'S EVERYTHING YOU GET WHEN YOU GET THE MASTERCLASS TODAY
Everything you need to learn how to avoid probate.
5+ HOURS OF
ATTORNEY INSTRUCTION
VALUE: $2,500
DETAILED
CLIENT ORGANIZER
VALUE: $99
ASSET ALIGNMENT
WORKBOOK & TRAINING
VALUE: $99
SAMPLE LETTERS OF INSTRUCTIONS TO INSTITUTIONS
VALUE: $299
Family Legacy Media, LLC | Copyright ©2023 | All Rights Reserved
