Tired of feeling the nagging weight of procrastination?
Does any of the following sound familiar?
-01-
“I know I should, but I keep putting it off.”
Life is busy, and estate planning never feels urgent — until it’s too late. You’ve thought about it, maybe even researched attorneys, but other priorities keep winning your attention.
-02-
“I don’t even know where to start.”
Between wills, trusts, powers of attorney, and a dozen other terms, the process feels overwhelming. Without a clear starting point, it’s easier to do nothing than to risk doing it wrong.
-03-
“I’m worried about 'WASTING' MONEY.”
Hiring an attorney can be expensive, and you don’t want to waste money going in unprepared. You wish there was a way to get clarity first so you can make the most of your time and dollars.
...If that's you, then keep reading, because we've got the solution.
Here’s the truth: Without help, most people never finish their estate plan.
What's the difference between those who do and those who don't? Support and accountability.
Research proves it. Did you know that people who work with a professional advisor are four times more likely to have an estate plan (65% vs. 17%)?
Yes! Four times! That’s not motivation, that’s math.
When you work with us, you get a proven process, expert guidance, and the push you need to go from “someday” to signed and done.
The numbers don't lie.
✨4x more likely
With your family’s future on the line, why risk being in the other 75%?
You + The Legacy Planning Track = everything you need to get started!
Maybe you've been thinking: “I know I should get my estate plan done…but honestly, it just feels scary.”
Or maybe it's been: “We’ll get to it someday, but life is just too busy right now.”
Either way, The Legacy Planning Track takes you from “someday” to done and in motion, with clear guidance, practical tools, and the encouragement to follow through.
But don't just take my word for it....
Joshua
What stood out to me was how approachable everything felt. I went from feeling unprepared and confused to confident and ready to move forward. I’m so glad I didn’t wait any longer.
Sarah & Ade
The best part wasn’t just that we finished our plan, it was all the conversations my husband and I had along the way. These were talks we probably never would have had without this process.
After participating in
The Legacy Planning Track, you'll:
- Go from Overwhelmed to in Control — In Just 8 Weeks.
Move from procrastination to peace of mind, one guided step at a time. - Breathe Easy Knowing Your Family Is Protected.
Feel confident about your choices and secure in the plan you’ve made. - Have the Confidence of Knowing It’s Finally Done Right.
Take the weight off your shoulders and replace “someday” with “done.”
Imagine...
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Getting personalized feedback and support.
Getting expert guidance tailored to your unique situation, so you’re never left wondering if you’re on the right track. Every question answered, every step clarified — all from someone who truly understands the estate planning process. -
Having clear, specific steps to take.
Following a simple, proven roadmap that removes the guesswork. You’ll always know exactly what to do next, making progress week after week without feeling overwhelmed. -
Having peers to hold you accountable.
Having a trusted guide and a supportive community to keep you motivated, on schedule, and moving forward so that this doesn’t become another “someday” project to put back on the shelf.
What's Included
#1-Step-by-Step Coaching & Support
Over eight weeks, you’ll join live, online weekly group sessions (1–2 hours each) where we guide you through the major key decisions with clarity and confidence. We’ll simplify each step, answer your questions in real time, and keep you moving forward so you never feel stuck, overwhelmed, or unsure of what to do next.
#2-Complete Estate Planning Organizer
Access to our complete suite of attorney-informed tools and resources designed to make organizing your information effortless. Each resource takes the guesswork out of the process, guiding you step-by-step so you can make confident, informed choices. You’ll know exactly what to gather, what decisions to make, and what to hand to your attorney ensuring that nothing gets overlooked and every detail is ready.
#3- Personalized Legacy Blueprint
By the end of the program, you’ll have a complete, organized, attorney-ready plan that reflects your wishes and protects your loved ones. This is your roadmap to a smooth, stress-free estate planning process.
How do I know if I'm ready?
The Legacy Planning Track Is:
Perfect for you if:
- You value expert guidance and a supportive environment.
- You feel overwhelmed doing this alone and want trusted input.
- You want a clear, step-by-step roadmap to follow.
- You’re committed to protecting your family’s future.
- You’re ready to stop putting off your estate plan.
Not for you if:
- You can’t commit the time, energy, or investment right now.
- You’re not ready to prioritize your estate plan yet.
- You’d rather wait for “someday” than make steady progress now.
- You’re comfortable with the uncertainty of not having a plan.
- You prefer to work entirely on your own without guidance.
Let's take a look at
what's inside the
Legacy Planning Track
Module 1: Stuck to Start
Get clear on your vision and priorities.
Module 2: The Big Picture
Understand the major pieces of the estate planning puzzle.
Module 3: The 3 Gs
Handle important responsibilities with clarity and confidence.
Module 4: Love In Action
Leave values and valuables.
Module 5: The Treasure Hunt
Find, organize and safeguard.
Module 6: The Smooth System
Access an array of attorney-informed resources and tools.
Module 7: The Game Plan
Pull it all together for a victorious and celebratory win.
Module 8: Going Legal
Get excited and see the finish line!
A Note From Dele...
I know how easy it is to push estate planning to the bottom of the list. Life is busy, and this isn’t exactly a fun topic to think about — until something happens that makes it urgent. My goal with The Legacy Planning Track is to make sure you never have to scramble in a moment of crisis.
Over eight weeks, I’ll guide you step-by-step through every key decision, helping you organize the details, remove the confusion, and finally feel confident about your plan. You won’t be doing this alone — I’ll be right there, offering support, structure, and encouragement at every stage.
When you finish, you’ll walk into your attorney’s office prepared, organized, and ready to make it official. More importantly, you’ll have the peace of mind that comes from knowing your family’s future is secure. If you’ve been waiting for the right time to do this, I believe that time is now.
-Dele
Wait, what's included again?
In 8 weeks you'll have:
-1-
A Guided Path From Start to Finish
Clear, step-by-step coaching so you always know exactly what to do next. No overwhelm, no second-guessing.
-2-
All the Tools You’ll Need
An easy-to-use estate planning toolkit packed with attorney-informed resources so nothing slips through the cracks.
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A Unique Legacy Blueprint
A fully organized, attorney-ready plan that captures your wishes, protects your loved ones, and is ready to be made legal.
COUNT ME IN!Here's What Others Are Saying...
Jonathan & Abbie
As busy professionals, we needed a process that respected our time and cut through the noise. The coaching we received gave us a clear roadmap, answered every question, and kept us moving forward. In a matter of weeks, we went from zero to fully organized. We couldn't be happier.
Daniel & Rachel
We're so thankful that we didn’t walk into our attorney’s office unsure or unprepared. The guidance we got was top notch and it helped us make every key decision ahead of time, so our attorney meetings were focused, efficient, and cost-effective. We finally have so much peace of mind about our family's future.
WHAT ARE YOU WAITING FOR?
Start Your Legacy Journey Today With
The Legacy Planning Track
IS THERE A GUARANTEE?
Yes! A 100% Money Back Guarantee
We want you to feel confident about your decision to join. If you decide that The Legacy Planning Track isn’t the right fit, simply email us within 7 days of your program's start date and we’ll issue a full refund. No hoops to jump through.**Refunds must be requested in writing within this refund period.
Commonly Asked Questions
-DO I STILL NEED AN ATTORNEY IF I JOIN THE LEGACY PLANNING TRACK?
-I’M BUSY. HOW MUCH TIME WILL THIS TAKE EACH WEEK?
-DOES IT MATTER WHAT STATE I LIVE IN?
-IS JOINING THIS PROGRAM WORTH THE COST?
Get Your Copy Today
The Legacy Playbook