“What a GREAT presentation; if you are considering putting together or updating your estate plan, just been appointed a trustee, executor, or guardian, or are a financial service or nonprofit professional Marguerite’s workbook and video package is a MUST read. It will not only save you a lot of money and time, but empower you with the tools to make better informed decisions. Marguerite and her outstanding team of estate planning professionals share many priceless real world experiences and many very important thoughts on improving the overall quality of our lives and the lives of our loved ones. Thanks Marguerite for your invaluable contribution.”
Valentino Sabuco, CFP®, AEP®
Executive Director & Publisher
The Financial Awareness Foundation
Anyone who has assets, no matter how large or small and wants their medical wishes carried out should have an estate plan. Creating a estate plan is much easier than you think and can be done in a fairly short period of time, if you know how. This course will teach you how, and it will teach you how to save money!
This may surprise you, but Estate Planning isn’t just about death or having lots of money. Estate Planning is the most effective way to make a real difference in your family, your community and your life! Many of us avoid this kind of planning because we don’t know where to start, we think we don’t have enough resources to plan for, or we feel overwhelmed. The big surprise is by getting your estate plan done, you gift yourself with many more choices in living a high quality life! We will teach you how.
Through knowing the right questions to ask, and understanding the action steps, you can begin immediately to bring order and intention to the time of life when you are most vulnerable as well as allowing your loved ones ease and clarity when dealing with your estate after your death.
Mindful Estate Planning will bring you peace of mind, support your family harmony, and allow you to leave a legacy for which you will be lovingly remembered.
Strictly Educational Program
- 1/2 day in-person seminar
- 12 Hours of Classes on Video
- Class Workbook Included
If you have ever attended a trust seminar, or financial presentation, you have probably left with the feeling that yes, I’m sure I need to do something about this, but what have I just been sold? I don’t even know what questions to ask, yet I am trusting the salesman to put me first? Is this the best way to get my estate plan done? We have a safe, strictly educational program, just for you. Answer this quick handful of questions, so you can attend our customized course.
*Groups of 10 or more contact firstname.lastname@example.org for group information.
"This is vital information as presented. The potential impact of failing to plan appropriately could be devastating. The knowledge gained from these classes will protect yourself, people and things you love."
"Between the presentations and the workbook, you gain a thorough introduction to this subject. You will be in a great position to begin your own personal estate planning journey."
"Marguerite sprinkled in knowledge with real-life scenarios. “An articulate, benevolent bulldog.”
"Well-organized, extremely informative & delivered in a professional manner."
"This class tells you everything you need to know about estate planning but didn’t know what to ask."
"Great service, excellent program."
Alan, Age 65
"All sessions were helpful. Good speakers - so glad I came. Wonderful handouts!"
Adelaide, Age 90
"Marguerite is a patient and inspirational speaker – she was great at motivating us!"
Betsy, Age 55
"Very well organized throughout. Very good wake-up call as to the need for a fiduciary and education of the trustee, as well as the coordination of a team."
John and Mabel, Both Age 62
"Excellent overall! I am only in my 40's and found the information to be extremely valuable and insightful. You can't be too young to learn this information!"
"Now I know why I have to update my documents from time to time."
Ben, age 71
"Very informative. Now I understand how complicated estate planning in California is. We will be updating all of our documents based on what we learned here. Marguerite is fabulous!"
Matilda, age 81
"No one tried to sell us anything and they answered all my questions."
Anna, age 67
"The attorneys you had as speakers explained things so well, I feel I really understand now."
Ruth, age 73
"Your mini-seminars are most informative and to the point. Thank you!"
Charlie, age 66
"Thank you for this class. You have provided so much good information. I have gone through losing both parents, and my brother, and I wish I knew then what you've shown me now. You are excellent, and so are your speakers. This information seems to be a well-kept secret, so thanks for sharing it with us."
Arthur, age 75
"A highly recommended class! As a former teacher, I know the work involved in making classes informative, organized, and interesting and timely!"
Claire, age 57
"This was a super, outstanding program. I found myself anxiously awaiting the next session and profiting from the previous session in reviewing my material. There was not one topic that did not fit, or that I did not find valuable. Mary Van Nostrand, Kurt Weiser, Andrea Gherini and Marguerite Lorenz were extremely note-worthy, especially the examples provided by Marguerite."
Jean, Age 74
Please note that all names have been changed to protect the privacy of our students.