You’ve been named in a role in your parent’s estate plan—now what? This course explains what an executor and trustee is, how to accept or decline the role, and the legal duties that come with it. Learn the steps to get started, risks to watch for, and how to stay organized so you can handle the responsibility the right way.

Learn what you what to know before someone needs you to make medical decisions. This module prepares you before crisis hits. It covers your legal authority and access to information, how to uncover your loved one's true values instead of relying on rigid Living Wills; and a bedside playbook for commanding the hospital system, working with doctors, and carrying the emotional weight with grace. Includes a printable Medical Advocate's Playbook PDF. Walk into that room with clarity, not guesswork.

You've been named Executor or Trustee—now what? This module maps the full administration process: your fiduciary duty, exactly what authority you have (and don't), the critical first 30 days, managing care and control of assets, and closing out with taxes and releases so you're protected. Five videos, real templates. Learn to execute your role independently, protect the legacy entrusted to you, and stay legally safe every step of the way.

Named as an Agent under a Power of Attorney? This module covers what you're allowed to do, what you're responsible for, and what to know before you're needed.

Lauren walks through the basics of estate planning, and which documents are essential to securing your loved ones' futures.

Trusts are nice and all, but WHO is going to ensure your wishes are followed for the long term? Join Lauren as she speaks on behalf of a Community Foundation, explaining how they can manage your trust forever, not just for the year.