Written Wishes is a four chapter, online course that will guide you through the estate planning process from start to finish. If you know that compiling your wishes is important and you want to increase your confidence that you are establishing an adequate estate plan, this course is for you. This course will help you simplify the estate planning process to what is important, and it will provide you with the resources and materials to establish an effective plan.
Estate planning knows no age. This course is written to help people in their 30s or people in their 70s to prepare the important documents to leave behind for loved ones. Give them the gift of organizing your financial life and having your wishes in writing, so that they can focus on the process of grieving.
This course is not an online textbook; it’s an interactive learning experience that combines education, guidance, and support. This course is not a sales pitch; it’s 100% education you can trust, drawn from well-respected research and best practices.
To register for this course, click the button below to enroll right now.
For more information on the course content, how the course works, your author and coach, keep scrolling.
“I knew I needed an estate plan, but didn't know where to start. The pandemic motivated me to change that. I've written this course based off of the knowledge and experience I gained from creating my own estate plan. It feels life changing to know something is in place.”
Lea Satterfield, Course Author and Coach
What You’ll Learn
The Basics of Estate Planning
This chapter will give you the knowledge you need to know in order to establish an adequate estate plan. Learn about the important documents, mindsets, and more, of an estate plan. You’ll be ready to dive in to create your estate plan after reading this chapter!
Assess Your Finances
Part of estate planning is knowing what you have and organizing the information so that your heirs don’t have to guess or re-create your financial wheel. Throughout this chapter you will assess your finances and organize your financial information into documents that will take the guess work out of understanding your finances when you are gone.
Gifting Your Estate
Now that you know what you have, it’s important to make it known who you want to receive what. This chapter will guide you to executing critical legal documents that will help your estate save money and ensure your assets go to the loved ones of your choosing. If you’re looking for a reliable, free place to create a Will or Powers of Attorney, this chapter has that information for you!
Life Insurance and Beneficiary Review
One of the easiest and cheapest ways to leave assets to heirs is through having beneficiary information on accounts. This chapter will walk you through the process of updating beneficiary information and assessing your life insurance needs. By the end of this chapter you will have your wishes well documented and organized for your loved ones.
How It Works
Fully Online with 90 Days of Access
This is an online course that can be accessed 24/7 for 90 days. You can access the course with any electronic device (we would recommend using a computer) that has internet access.
There are four individual chapters, which are detailed in the above section. The chapters are individually released during the first four weeks of the course. This will pace you through the information so that you don’t get overwhelmed walking through establishing your estate plan. The additional time of access to the course allows you the ability to work at your pace, re-review information and/or catch-up if life happens.
Written Wishes Binder
As part of the course you will receive a binder to collect all of your important documents and wishes. This will allow you to package the information you compile to leave it neatly organized for your loved ones. What good is putting together an estate plan if it isn’t organized so your loved one knows where and what your wishes are!
Each week of the course your instructor will send an email to introduce the week’s topic and provide encouragement. They are your reminder to make progress through the course!
Individualized Communications with Your Coach
As part of each chapter, there are prompted questions/discussion points for a communication with your coach. You choose which items you want to discuss. You have the sole discretion to determine how much you want to share. Each student receives a personalized, timely response to these communications. Our goal is to use these communications as an opportunity to individualize the course to your needs.
Once the course begins, you have 24 hour access to course materials until the course end date. MPower Co uses Thinkific to deliver the course content, which tracks each students progress. This way when you start up, you’ll know right where you left off!
Throughout the course there are a number of downloadable worksheets (digital assets inventory, an expense tracker, to name a couple). You are able to download the blank form, edit them, and retain them in your records.
No-Stress Self Assessments
Throughout the course there are quizzes to test your knowledge. These are only for fun, as no grade is given. They’re simply a chance for you to test your knowledge. Quizzes are confidential.
Three Reasons to Take Written Wishes
Information is Simplified
Estate planning feels like a complex topic; however, Written Wishes simplifies the relevant knowledge in the field so that you can put together a customized plan based on your needs and wishes.
easy to understand
No Fancy Technical Terms
If you can register for the course, you can navigate and understand the content provided. We do not talk in legal terms that you cannot understand.
Designed To Keep You Engaged
Throughout Written Wishes there are specific action items that you can take to engage yourself in the estate planning process. Through having the aid of a coach throughout the course, you will have support if you face hurdles that you’re not sure how to jump.
Lea Satterfield, MBA
Meet your Course Author and Coach Lea Satterfield, Founder and CEO of MPower Co. Lea is a graduate of the Personal Financial Planning Program at the University of Missouri and earned her MBA, with an emphasis in Finance, from Arizona State University. In 2012, Lea passed the CERTIFIED FINANCIAL PLANNER examination. During college, she interned at Northwestern Mutual Financial Network and quickly found how few individuals felt confident with personal finance.
To help protect uninformed investors and because of her interest in law, which she got from her father, she turned professionally towards securities regulation. She worked for the Missouri Securities Division as an investigator before going on to work for the Financial Industry Regulatory Authority (FINRA) as an examiner and then as an examiner within the Anti-Money Laundering Investigative Unit. Lea has a soft spot for the need for estate planning, as she has experienced the loss of an Aunt, who passed at a young age, two college roommates passing, and because of the pandemic.
Lea implemented an effective estate plan by the age of
to ensure her wishes were documented for her two young daughters.
• She’s been saving for retirement since she was 13 years old
• She played clarinet in concert and marching band during high school
• She served as Treasurer for her Chapter of Kappa Delta for a year in college