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Written Wishes

The Estate Planning Process Simplified
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What if you could create a low-cost, effective estate plan on your own, while having individualized support... and get it done in the next 30 to 90 days?
Written Wishes is the proven course where you will create an estate plan from start to finish. Learn no and low-cost ways to protect and preserve your assets, ensure your loved ones are cared for, and gain peace of mind.
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Three Reasons to Take Written Wishes

Knowledge

You are busy, and while an expert in your field of work, estate planning isn’t your normal wheelhouse. You don’t have time or energy to read through estate planning information. Written Wishes dials in all of the information to the real knowledge you need to know. Save yourself time and energy and learn only what you need to know to protect your family.

Customized

You may be hesitant to take an online course. You don’t know if your situation or skills fit what the material of the course includes. With Written Wishes you not only have access to the course material 24/7, you are assigned a Coach, a real person who is available to you via email to ensure your plan is customized and reflective of your specific wishes.

Organization

What good is creating an estate plan if your loved one doesn’t know where or how to access your estate planning records? With Written Wishes you will be mailed a three-ring binder and storage box, where you will accumulate all of your important estate planning records. This will make it easier for you to update your estate plan as needed in the years to come.

Written Wishes Includes

What is Written Wishes?

Whether you are a single parent, a two-parent household, or otherwise, Written Wishes will provide you with the knowledge and coaching you need to  you determine what your wishes really are and ensure that they are documented and organized for your loved ones. Throughout the course you will be:

  1. walked through creating important legal documents,
  2. organizing your financial information (net worth statement, asset details, beneficiary information, and life insurance),
  3. digital assets (i.e. account login details), and
  4. ensure these documents are organized in a binder provided as part of the course for loved ones to access your important records.

“A huge sigh of relief. I am so thankful for this course and for having my estate plan in order for my loved ones. I know they will be better off for the work I did in this course.”

C. CarterWritten Wishes Graduate
Written Wishes Course Taker

How does Written Wishes work?

4 knowledge packed chapters, with intentional steps to fill your estate planning binder

 

Weekly reminder emails when content is available

 

Progress tracker so you can pause and pick-up as life happens during the 90 day course window

 

Downloadable worksheets that make creating records easier

 

No-stress self assessments that ensure you are retaining the course information

on computer writing notes
YOU’LL ALSO GET:
Direct Coaching from Lea Satterfield, to ensure you are reaching your goals for taking the course
A Binder with tabs and inserts to collect and protect your estate planning records
Recommendations to reliable resources
written wishes

Is Written Wishes for You?

If you want to ensure that your loved ones are provided for if the worst were to happen, this course is for you!

Our students come from all walks of life, income brackets, and belief systems. You’ll walk away with a thrifty and effective estate plan that will give you a sense of relief. (That’s right – you’ll sleep better at night after you have done the work in this course!)

BOTTOM LINE

If you don’t have an estate plan, know you should have one, and want to be walked through the process of creating one in 90 days or less, Written Wishes is for you!

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Who teaches Written Wishes?

Meet Lea

 

Meet the Written Wishes course author and coach Lea Satterfield.

Lea has studied estate planning for over 20 years.  Starting in high school, Lea worked in a legal office where estate plans were created. She witnessed family feuds over distributing assets and she also witnessed families coming together when loved ones had clear wishes. In college she studied estate planning and passed the CERTIFIED FINANCIAL PLANNER(R) examination, on which estate planning was one of the six topics of the exam.

Lea created a holistic approach to estate planning in Written Wishes. While Lea had some estate planning records in place prior to the pandemic, the pandemic motivated her and her spouse to get their estate plan in order to ensure their daughters were cared for and had resources if the worst were to happen. She boiled all of her research to prepare her own estate plan down into the need-to-know information for Written Wishes, to make your life easier!

 

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How much does Written Wishes cost?

$249

Your investment to create your estate plan today can save your loved ones thousands of dollars and hours of hassle.  The course investment is due at time of registration for the course.

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