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.

Watch Intro Video

Watch: Chanel Reynolds

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

How We Workshop

The Fall 2022 Workshop series offers a get-it-done focus with the flexibility of joining one (or both!) of the two, live, four-hour workshops dates offered.
To provide schedule and work-at-your-best-pace flexibility, you are encouraged to join us for as many of the live lessons as you are able and/or watch the recorded sessions as a self-study workshop.

Live Session Dates:
+Session 1: Saturday, September 17th, 10 am-2pm PT
+Session 2: Saturday, October 22nd 10am-2pm PT

  • Lesson 1: Getting Started - The first hour will focus on creating your own checklist, plan and priorities. (10-11am PT)

  • Lesson 2: Estate Planning Basics - The second hour will cover the foundational decisions and designations to make in your legal documents, frequently your will, power of attorney and living will/ACD (11am-noon PT)

  • Lesson 3: Money & Insurance - The third hour will cover getting your financial plans & insurance policies in order to support your end of life planning priorities and conversations. (Noon-1pm PT)

  • Lesson 4: Digital Legacy and Wrap Up - The final hour of the workshop will review how to safely store, save and share your important details and documents and complete the remaining items on your todo list! (1-2pm PT )

More Fall Workshops

Fall Session 2
Saturday, October 22nd

Learn More

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

GYST Weekend Half-day Workshop

Get Your Legal and Financial Planning Basics and Documents Done!

  • 1

    Welcome! Intro and Details

    • *UPDATE* [Live Session Cancelled Due to Illness: Workshop rescheduled to Session 2 in October] GYST Weekend Workshop: Saturday, September 17th at 10:00 am PT

    • [INTRO] Survey (10 questions, 2-3 minutes)
  • 2

    Part 1. Get Started: Create Your Checklist, Priorities, & Plan

    • [WORKBOOK] Assignment: Goals & Priorities (pages 1-7)

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

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

    Part 2. Legal 101: Estate Planning & Legal Documents

    • RESOURCES: Estate Planning Resources List

    • [Questionnaires] Legal & Estate Planning - Will, POA & ACD (PDF)

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

    Break

    • QUIZ: Mid-session progress check in
  • 5

    Part 3. Money & Insurance: Planning for Life's What-ifs

    • [ASSIGNMENT] Money & Insurance Worksheet and Questionnaire

    • [RESOURCES] Money & Insurance Articles, Links and Resources
  • 6

    WRAP UP: Wrangling the Details: Accounts, Documents and all the 'Stuff.'

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

    • [TODO] Digital Accounts and Details Round Up Overview & Worksheet
  • 7

    Post Workshop Survey & Next Steps

    • [COMPLETION SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)

Get Your Shit Together This Year

The Best Time to Start is Now

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