GYST Workshop | Helping Aging Parents & What-if Estate Planning
Helping Aging Parents & What-if Planning
Get Your Shit Together 90-min Workshop
Thursday, October 29th at 4:00 pm Pacific
Instructor: Chanel Reynolds
Helping Aging Parents: How to get the essential plans, details & documents done.
JOIN US: Thursday, October 29th from 4:00 pm to 5:30 pm Pacific time.
Join the founder of internationally-acclaimed website Get Your Shit Together and author of the book 'What Matters Most', Chanel Reynolds, for this 90-minute class designed to help families get started with the details, decisions and documents to better prepare for life's 'what-if' moments.
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GET STARTED: Creating a customized checklist, what-if list, prioritize your must-do goals + 'how' and 'when' schedule for successful.
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LEGAL DOCUMENTS: Estate planning 101 on core decisions and documents everyone needs: your will, power of attorney and beneficiaries. Plus: what is a trust? how much does it cost? do I need an attorney?
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MEDICAL DECISIONS: Discussing end-of-life wishes, creating your advance care directive (ACD) and what medical care you do (and don't!) want for yourself and family in the future.
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DIGITAL DETAILS & LEGACY: How to wrangle, store and share documents, account details, digital assets and all the 'stuff' - legacy planning for the next generation..
Ready to help your family get their sh*t together? Here's how:
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.
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Custom workbook with master checklists, questionnaires, templates, tools and emergency planning lists.
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Ongoing support: Live Q&A post-workshop and email support.
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Video library: Live workshops are recorded to watch on your own schedule or review lessons after the workshop.
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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.
Featured Press and Praise
Article: The Power of Raw, Honest Stories About Money
"Ms. Reynolds became an expert through the death of her husband, José, and the gut-wrenching period of logistical and financial madness that followed."
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.
Highly recommend!
"Chanel is friendly, super approachable, and her class is meant for ANYONE who knows something or nothing about what you can do to prepare.Chanel is extremely knowledgeable with the multiple facets of how to prepare for the end of life."
Excellent! So helpful!
"Being an only child, and the parent of an only child, I want to make sure I can create a good exit."√
GYST 90-minute Workshop
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Welcome! GYST's Helping Aging Parents 90-min Workshop + Q&A: Thursday, October 29th at 4:00-5:30 pm Pacific
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Introduction & Pre-workshop Survey (10 questions, 2-3 minutes)
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ZOOM LINK: Live Workshop (coming soon)
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Workshop Agenda and Exercises
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Exercise: Creating a 'What-if' Plan
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Emergency Planning: Online Checklist & Digital Details Tracker
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Having the Conversation: Goals, Priorities and What's Next
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Legal Documents: Wills, Trusts, Medical Directives and Power of Attorney
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Saving, Storing and Sharing Details and Documents
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GYST General Resources
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[WORKBOOK] Getting Started (page 1)
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Document Examples: Will Document & Estate Plan Package (for reference only)
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Document Example: Advance Care Directive (Five Wishes Sample ACD)
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RESOURCES: Online Estate Planning Resources List
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NYT Article 'The Best Investment of All: The People You Love the Most' - by Your Money Columnist Ron Lieber
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Money & Insurance: Online Calculators, Articles & Resources
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1:1 Sessions for Individual, Couples & Families
Not really 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.
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.
FAQ
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Is the workshop online?
Yes, this live workshop meets online (only) for 90 minutes - the group size is small to encourage supportive conversation and personalized support and time for Q&A.
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How much does it cost?
Yes, workshop registration is $199.00 per person. The registration fee is refundable within 24 hours after purchase, up to 48 hours before the workshop date. Please email [email protected] with your written request for a refund.
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Can my spouse/partner take the workshop with me?
Yes, for the online workshop, absolutely! Feel free to invite your partner/spouse and have them join you. For extended family members, please ask them to sign up individually.
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