Workshop: Building your Life & Legacy Binder
This hands-on workshop will guide you through filling out your Life & Legacy Binder™, an essential tool for organizing important documents and estate information. You'll receive step-by-step instructions to ensure your loved ones have everything they need in one place, reducing stress and uncertainty in the future.
What You’ll Achieve:
Understand the key sections of the Life & Legacy Binder™
Organize vital documents, including wills, financial accounts, and insurance policies
Record important contacts and instructions for your estate and personal affairs
Learn best practices for securely storing and updating your binder
Gain peace of mind knowing your loved ones will have clear guidance when neededBy the end of this workshop, you'll have a fully functional password manager and the confidence to use it effectively.
By the end of the workshop, you’ll have a well-structured binder and a clear plan for keeping it up to date.
Details
Date: Thursday, May 15, 2025
Time: 10:00-1:00
Instructor: Caroline Murray
Location: Naples, exact address to be sent one week prior to workshop
Note: price does not include the cost of the Life & Legacy Binder.
This hands-on workshop will guide you through filling out your Life & Legacy Binder™, an essential tool for organizing important documents and estate information. You'll receive step-by-step instructions to ensure your loved ones have everything they need in one place, reducing stress and uncertainty in the future.
What You’ll Achieve:
Understand the key sections of the Life & Legacy Binder™
Organize vital documents, including wills, financial accounts, and insurance policies
Record important contacts and instructions for your estate and personal affairs
Learn best practices for securely storing and updating your binder
Gain peace of mind knowing your loved ones will have clear guidance when neededBy the end of this workshop, you'll have a fully functional password manager and the confidence to use it effectively.
By the end of the workshop, you’ll have a well-structured binder and a clear plan for keeping it up to date.
Details
Date: Thursday, May 15, 2025
Time: 10:00-1:00
Instructor: Caroline Murray
Location: Naples, exact address to be sent one week prior to workshop
Note: price does not include the cost of the Life & Legacy Binder.
This hands-on workshop will guide you through filling out your Life & Legacy Binder™, an essential tool for organizing important documents and estate information. You'll receive step-by-step instructions to ensure your loved ones have everything they need in one place, reducing stress and uncertainty in the future.
What You’ll Achieve:
Understand the key sections of the Life & Legacy Binder™
Organize vital documents, including wills, financial accounts, and insurance policies
Record important contacts and instructions for your estate and personal affairs
Learn best practices for securely storing and updating your binder
Gain peace of mind knowing your loved ones will have clear guidance when neededBy the end of this workshop, you'll have a fully functional password manager and the confidence to use it effectively.
By the end of the workshop, you’ll have a well-structured binder and a clear plan for keeping it up to date.
Details
Date: Thursday, May 15, 2025
Time: 10:00-1:00
Instructor: Caroline Murray
Location: Naples, exact address to be sent one week prior to workshop
Note: price does not include the cost of the Life & Legacy Binder.
Cancellation Policy:
Workshop registrations are non-refundable. However, if you are unable to attend, you may transfer your registration to a future session. Please notify us at least 48 hours in advance to reschedule.