And nobody told you.
In One Hour, You Could Have a Plan That Actually Works.
Most estate plans have one silent flaw that makes them legally worthless the moment they're needed. In this free one-hour training, you'll find out if yours has it — and exactly how to fix it, from home, in about 30 days.
One hour. One call. And the people you love will never have to figure it out on their own.
Three things your attorney probably never told you
Whether "I don't have enough" is costing you protection you already need
The real question isn't your net worth — it's who has legal authority to act when you can't. Most people who think they're fine are exposed in ways that only show up in a crisis.
Whether your existing plan is silently failing you right now
An unfunded trust does nothing. It's the one step almost every "finished" plan skips — and the one step that determines whether your documents protect your family or just collect dust in a file cabinet.
A clear path to a fully done, funded, legal plan — in about 30 days
Not a to-do list. Not another thing to figure out. A specific three-step path to a completed, executed, and funded estate plan from home, with a licensed attorney in your state.
You already know you need this.
That's not the problem.
Most people reading this have known they needed an estate plan for years. Maybe you started one. Maybe you have documents somewhere in a drawer. The problem has never been awareness. It's that no one has given you a clear, simple path to actually finishing it — until now.
He watched his own family face this unprepared. He made sure yours won't have to.
When Terrance McMahon received a terminal diagnosis, he sat down to finalize his estate plan — and discovered how many gaps existed in the documents he thought were done. As a Certified Estate Planner and retired CEO who had trained over 1,000 financial advisors, he knew more about this topic than most. He still had work to do.
After a life-saving liver transplant gave him a second chance, he built a system to make what he had just gone through — urgent, personal, and overdue — simple enough for any family to finish in about 30 days, from home, without a single courthouse visit.
That system is what this training is about. Not theory. Not another list of things to do someday. The actual path to done.
If any of these sound familiar, you need this hour
- ✓You're a pre-retiree or retiree who has planned everything else — and quietly knows this is the one thing still undone.
- ✓You're in the sandwich generation — watching your parents age while raising your own kids — and the weight of "what if something happens" follows you everywhere.
- ✓You have a blended family and the thought of your kids and stepkids fighting over what you meant keeps you up at night.
- ✓You own a business and you have no clear answer for what happens to it if something happens to you.
- ✓You have old documents — a will from 2009, an unfunded trust, mismatched beneficiaries — and you've been meaning to fix them for years.
- ✓You and your partner are not legally married and have no idea whether either of you has any authority if the other is incapacitated.
Three steps. About 30 days. Actually done.
Not a checklist to figure out on your own. A guided path — from this webinar to a completed, executed, funded estate plan — with a licensed attorney in your state doing the legal work.
In one hour, you'll know exactly what your plan is missing
Attend the free live training on July 15. Ask your questions. Leave with a clear picture of where your plan stands — and what it would take to finish it.
In one free call, you'll have a map
Book a free 45-minute Strategy Call. You'll get a specific, personal path to a completed plan — including honest cost ranges — with no pressure and no surprise invoices.
In about 30 days, the thing is actually done
A licensed attorney in your state. Completed, executed, and funded documents. The promise you've been meaning to keep — finally kept.
Questions you're probably already asking
Stop leaving your family one crisis away from chaos.
You already know you need an estate plan. The only question is whether you'll finish it this month — or keep it on the list for another year. One hour on July 15 changes that. Reserve your seat now.