You're invited to join me and my co-host, Jon Braddock, for our new YouTube "show" called Legacy & Libations, every Wednesday at 4:00pm PT.
Register for the Zoom link here
This is a super chill call/show/training designed to help you progress on your own personal estate planning process.
Why work so hard to build wealth and a legacy if we don't protect it, right?
So here's what the call looks like in its first iteration:
We kick off the call with a value-packed conversation (count on some cheesy jokes and dark humor too) between Jon and I, or one of our estate planning attorneys, or a passionate professional from the industry.
Then, segway to a quick, yet deep, lesson on the My Life & Wishes legacy vault. Part of the reason we're hosting these weekly calls is so you have some support in making progress on your estate planning. This legacy vault keeps all your "stuff" in one, highly secure, digital place.
We'll then close out each call with a...
Special FREE Training Event for Notaries That Will Die Someday
“No one here gets out alive.”
This remains true since Jim Morrison first sang these words in 1968.
And yet…
Death often comes as a total surprise. It’s like we never saw it coming.
While it is true that life is shorter for some than others, the grand majority of us have plenty of time to plan for death’s arrival, we just don’t.
Whatever the reason for that may be, our refusal to face our mortality ends up hurting the very people we were trying to protect by ignoring it.
This is an invitation to change that.
Starting right this minute, let’s make your transition to whatever realm comes next easier for your loved ones.
And I’m going to make that easier for you too.
Starting today, let’s begin organizing your “stuff” into one secure, online place.
A digital vault, if you...
You can listen to the audio of this blog on YouTube Here
Taking my own advice, I started diversifying my own mobile notary work back in Phoenix (before the move to Washington). In the Valley of the Sun, we’ve been insulated from the economic shift (until very recently), as most of my clients are home builders, or specialize in commercial transactions, but I wanted to get ahead of what’s to come.
I asked myself which appointments I’ve enjoyed most through the years, and which I thought could also be the most lucrative, considering the legislative bindings in the state of Arizona.
The answer: Living Trust Presentations.
These living trust presentations fall under the more general category of estate planning, but similar to loan signings, you can command a higher, bundled fee because you actually present documents, gather signatures, and perform notarization (if required).
If you need some training on living trusts, last wills and testaments, powers...
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