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 workbook 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

About the Workshop

Roll up your sleeves, make huge progress and get it done faster.
To provide schedule flexibility and work-at-your-best-pace options, you are encouraged to join us for as much of the 4-hour live lesson as you are able and/or watch the recorded sessions at your own pace.

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

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

  • Part 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)

  • Part 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)

  • Part 4: Digital Legacy & Wrap Up - Finally, how to safely store, save and share your important details and documents and complete the remaining items on your todo list! (1-2pm PT )

Upcoming Workshops

Weekend Half-day Workshops are planned for November 2022 and January 2023

Upcoming Workshops

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! Workshop Overview and Details

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

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

    • [VIDEO] Recorded Session Part 1: Introductions and Getting Started

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

    • GYST Essentials Checklist: Create Your Own Checklist (Detailed Spreadsheet & Easy 2-page Document)

    • Bonus Article: Creating a 'What-if' Plan
  • 3

    Part 2. Legal 101: Estate Planning & Legal Documents

    • [VIDEO] Recorded Session Part 2: Legal Documents & Estate Planning

    • [WORKBOOK] Estate Planning & Legal Documents (begin page 8)

    • EXAMPLES: Estate Planning Documents (for reference only)

    • RESOURCES: Estate Planning Resources List

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

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

    • [VIDEO] Recorded Session Part 3: Money & Insurance

    • [WORKBOOK] Money & Insurance (begin page 43)

    • [RESOURCES] Money & Insurance Articles, Links and Resources
  • 5

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

    • [VIDEO] Recorded Session Part 4: Digital Accounts & Details + Wrap Up

    • [WORKBOOK] Digital Accounts, Details and Wrap up (begin page 68)

    • [RESOURCES] Round Up & How to Get it Done!
  • 6

    Post Workshop Survey & Next Steps

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

GYST Courses & Workshops

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: Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.

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

  • TIME & MONEY: 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: Wrangling the Details: Accounts, Documents and all the 'Stuff.' What You Leave Behind: Death, Dying and Legacy

Get Your Shit Together This Year

The Best Time to Start is Now

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