Planning for Life's What-If's

Chanel Reynolds condenses over ten years of workshops, trainings, interviews, in-person and online classes with road tested materials to help get you and your family better prepared for whatever comes next. Take care of of these important tasks before life goes sideways, it's easier than you think!

  • 80-page downloadable orkbook with master checklists, questionnaires, tools, and resources.

  • Personalized support: Open Q&A after each learning session and ongoing email support.

  • Recorded group meetings to review course information.

  • Get started and get your todo items done in a small and supportive group gathering.

Get Your Essential To-Do List Done

Get the essentials end of life planning basics like wills, living wills, healthcare directives, emergency funds and 'what if' plans done! Join the founder of internationally-acclaimed website GetYourShitTogether.org and author of the book 'What Matters Most', Chanel Reynolds, as your guide and finally get the financial, legal, digital and emotional planning and critical documents completed every adult must have.

  • GET STARTED (Week 1): Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.

  • LEGAL 101 (Week 2): Review, draft and complete the legal *must-do* documents like wills, power of attorney and advance care directive documents.

  • TIME & MONEY (Week 3): Emergency Funds, Financial Planning and Insurance. Getting your personal finances and insurance policies in order to cover your needs today and protect your vulnerable spots over the long haul.

  • DIGITAL ACCOUNTS, DETAILS & WRAP UP (Week 4): Wrangling the Details: Accounts, Documents and all the 'Stuff.' What You Leave Behind: Death, Dying and Legacy

Upcoming Workshops

Weekend Half-day Workshops are planned for September 17th, 2022 and November, 5th 2023

Weekend Workshops

Private Sessions for Individual & Couples

Feel overwhelmed, don't know where to start or what to do first? You're in the right place. Chanel provides the one-on-one support, clear goals, weekly to-dos, and expert help that has helped households across the country. Let's get shit done - together.
Private Sessions
Image of Chanel sitting with two authors at a cafe, Vicki Robin and Gaby Dunn
Watch Intro Video

Watch: Chanel Reynolds

On her book, 'What Matters Most' and Getting Our Shit Together

Featured Press and Praise

Article: The Power of Raw, Honest Stories About Money

New York Times Article by Ron Liebier

Excerpt: Ms. Reynolds, 48, became an expert through the death of her husband, José, and the gut-wrenching period of logistical and financial madness that followed. She describes it all in “What Matters Most.” Read Full Article: https://nyti.ms/3tHmQyX

Opinion: Catastrophe struck when my husband was killed. Here’s what I learned about creating a ‘what if’ plan

by Chanel Reynolds

Four years after my husband was killed in an accident. I had mostly gotten my sh-t together (completed my will and power of attorney documents, created an emergency fund, got more life insurance, specified my end-of-life wishes, recorded important account and password information, etc.) and encouraged my parents, friends (and the whole world via my website Get Your Sh*t Together) to make it easier on everyone after they die, too.
Watch Intro Video

Course Example: Living Wills

Legal and Estate Planning Basics We All Need

Estate Planning 101 | 4-Week Course

Get Your Legal and Financial Planning Basics and Documents Done!

  • 1

    Welcome! Pre-Course Prep & Intro Survey

    • [INTRO SURVEY] Pre-Course Survey: Get Started (10 questions, 2-3 minutes)
  • 2

    Week 1 Get Started: Create Your Checklist, Priorities, & Plan

    • [ZOOM] Week 1 Live Gathering: Getting Started & Creating Your Checklist - Tuesday, Oct 11th 2022 (video recording posted after live session)

    • [COURSE WORKBOOK] Group Meeting Exercise/Assignment (pages 1-7)

    • [SPREADSHEET] GYST Essentials Checklist - Start where you are

    • [HOMEWORK] Creating a 'What-if' Plan
  • 3

    Week 2 - Legal 101: Estate Planning & Legal Documents

    • RESOURCES: Estate Planning Resources List

    • EXAMPLES: Estate Documents (for reference only)

    • [EXTRA CREDIT] NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
  • 4

    Week 3 - Time & Money: Emergency Funds, Financial Planning, and Insurance

    • [RESOURCES] Articles & Links: Money & Insurance
  • 5

    Week 4 - Wrangling the Details: Accounts, Documents and all the 'Stuff.'

    • [ZOOM LINK] Week 4: Live Group Gathering - Tuesday, Nov 1st @ 4pm PT/7pm ET

    • [RESOURCES] Round Up & How to Get it Done!

    • [SURVEY] Course Wrap Up Survey - Thank you! (8 questions, 2-3 min)

FAQ

  • Is the course online?

    Yes, this course meets for online (only) gatherings once a week for four weeks - the sessions are all online but the group size is small to encourage supportive conversation and personalized support.

  • What if I miss one of the group meetings?

    The meetings will be recorded and available to view after the session for the duration of the course but the Q&A session with other attendees or other personal information and stories will be omitted to ensure privacy. All course materials and resources will be available to access or download for attendees for the duration of the session.

  • How much does this cost?

    The 4-week course costs $149.00 per person. The full cost of the class will be refundable up until 24 hours before (but not after) the first session begins.

  • Can my spouse/partner take the class me or should they register and purchase the class separately? Is the cost per person or per couple?

    Yes, absolutely! Feel free to participate with your partner/spouse and have them join you.

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