Fall 2023 4-Week Course | Get Your Shit Together | End of Life Planning
Get Your Shit Together
4-Week Class Begins October 18th & 19th
Instructor: Chanel Reynolds
Live Sessions: Wed @ 5pm PT or Thurs @ 10am PT
Course Registration $149
Your Essential To-Do List = Done
Join the founder of internationally-acclaimed website Get Your Shit Together and author of the book 'What Matters Most', Chanel Reynolds, over this 4-week course for expert advice and guidance.
Fall Session begins on October 18th & 19th, 2023:
+ Join either weekly, live session on Wednesdays @ 5-6:00 pm PT -or- Thursdays @ 10-11am PT.
+ All sessions are recorded and available to view anytime.
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GET STARTED (Week 1): Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.
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Estate Planning Documents (Week 2): Get a Legal 101 on how to start, draft and complete *must-do* documents like wills, power of attorney and steps to simplify financial plans and get the right insurance policies.
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Medical Directives and End of Life Wishes: Documenting your end-of-life wishes in an ACD and planning for the priorities important to you and your family in the future - what does 'future you' want and need for over the long haul.
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DIGITAL ACCOUNTS, DETAILS & WRAP UP (Week 4): Wrangling the Details: How to (more) safely store and share documents, account details, digital assets and all the 'stuff' - legacy planning for your digital and analog life.
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GYST 4-Week Course:
How It Works
Chanel Reynolds condenses over ten years of workshops, trainings, interviews, and in-person classes have road tested how to get the most items off your to-do list done in a small and supportive group gathering. Take care of of these important tasks before life goes sideways, it's easier than you think!
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80-page custom workbook with interactive master checklists, questionnaires, templates, tools and emergency planning lists.
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One-on-one support: Open Q&A after each weekly session and additional 1:1 support during or after your course.
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Video library: Recorded group gatherings to review on your own schedule or if you miss a weekly live session available for 3 months..
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Weekly emails with additional instruction, tips, reminders and resources to keep you on track.
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Resource lists: Curated articles, tools, advice, referrals, services and where to find help or services planning in advance or after an emergency.
Private Sessions for Individual, Couples & Families
Ready to get your shit together but not into groups? You're in the right place. Chanel offers one-on-one sessions and individual support - get an in-depth survey and onboarding interview with customized tasks and personalized nudges. In a few sessions and a couple of months you will make incredible progress.
Featured Press and Praise
Article: The Power of Raw, Honest Stories About Money
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
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.
Estate Planning 101 | 4-Week Course
Get Your Legal and Financial Planning Basics and Documents Done!
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Welcome to the Fall 2023 4-Week Course starting October 18th & 19th through November 8th & 9th: Class Introduction
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[INTRO SURVEY] Pre-Course Survey: Get Started (10 questions, 2-3 minutes)
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Week 1 Get Started: Create Your Checklist, Priorities, & Plan
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[VIDEO RECORDING] Week 1: Getting Started - Wednesday's session 10.18.2023
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[COURSE WORKBOOK] Group Meeting Exercise/Assignment (pages 1-7)
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GYST Essentials Checklist & Digital Details Tracker: Start where you are (Updated Spreadsheet Link)
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[HOMEWORK] Creating a 'What-if' Plan
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Week 2 - Legal 101: Estate Planning & Legal Documents
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VIDEO RECORDING: Wednesday Session - Week 2 Estate Planning Docs 10.25.2023
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VIDEO RECORDING: Thursday Session - Week 2 Estate Planning Docs 10.26.2023
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EXAMPLES: Estate Documents (for reference only)
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EXAMPLE: ACD Document for End of Life Decisions and Instructions (from Five Wishes)
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RESOURCES: Estate Planning Resources List
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[EXTRA CREDIT] NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
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Week 3 - Money & Insurance
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VIDEO RECORDING: Wednesday Session - Week 3 Money & Insurance 11.1.2023
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RESOURCES: Money & Insurance - Planning for the Long Haul
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VIDEO RECORDING: Thursday Session - Week 3 Money & Insurance 11.2.2023
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Week 4 - Wrangling the Details: Accounts, Documents and all the 'Stuff.'
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Recorded Session: Week 4 - Wrangling Documents, Details & Digital Accounts Wednesday, November 2023
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[RESOURCES] Round Up & How to Get it Done!
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[How'd It Go? SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)
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FAQ
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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.
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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 two months after the course - three months total.
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Is there a registration fee?
Yes, 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. Your course dashboard with videos of the four live sessions, custom worksheets and checklists will be available for 2 months after the course is complete (3 months total).
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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, for the online sessions, absolutely! Feel free to invite with your partner/spouse and have them join you.
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