Your 'Red File' of Vital Information

Service Description

Why take this class? • Get clarity: learn how to gather and organize the essential information your loved ones need—legal terms, key documents, passwords, contact lists, and more. • Liability-safe guidance: tools and planning provided—not legal or financial advice. (You’ll leave with smart questions for your trusted advisors.) What you’ll get: • Live instruction plus full access to all materials—even if you miss a session. • A complimentary private consultation to address your personal questions. • Book guidance: Purchase a relevant text (under $20), or get a free downloadable alternative—details provided post-registration. Need to cancel? • Let us know via email 24 hours before class. No refunds, but you’ll still receive materials and access.