If you are intimidated by estate planning, don’t be. I’ve spent more than 20 years as an estate planning attorney, and I know for certain that you have enough information, enough education, and enough financial savvy to do what needs to be done, trust me. Women & Wills courses are designed to offer you engaging and effective tools to make better, more well-informed legal decisions, designed with the radical assumption that you, right now, are perfectly capable of understanting how an estate plan works and putting one in place.
Join a community of women who want to make empowered legal decisions and create estate plans of meaning. We'll share questions and creative answers -- you will discover that you're not alone. If you are wondering about something or unsure, others probably feel just the same way.
I’m tired of seeing women feel intimidated by or dismissed by estate planning attorneys.
I’m tired of hearing women tell me that legal documents make them feel inadequate.
I’m tired of watching women feel helpless when a loved one dies or be overwhelmed by the burden of caring for others.
I’m tired of women avoiding the whole topic of estate planning because it scares them, only to see them live longer than the men in their lives.
So I decided to do something about it.
Women & Wills courses will teach you how Living Trusts, Wills, Durable Powers of Attorney and Health Care Directives are designed and how to create them -- either with an attorney or by using DIY tools.
Ever wondered what probate is and why you should avoid it?
How to leave assets in trust for your parents or your children?
What to do if you're in a second marriage?
How to name guardians for minor children?
We'll cover all of this and more.
For less than the cost of spending one hour at a lawyer's office you'll understand what you are doing, why you are doing it, and how to get it done.
1. A Personal Inventory-you can use this to gather all of your important financial information in one place.
2. A Fiduciary Worksheet-to record your choices for trustee, executor, agents and guardians.
3. A Current Beneficiaries List-to keep track of your beneficiaries for life insurance, retirement assets and other beneficiary designated accounts.
4. A Guardianship Letter & List- outlining your priorities and concerns for any future guardians and a list of those you're considering choosing.
5. A Wills and Trusts worksheet-an outline of the structure of your estate plan.
Hi there! I'm your host, Liza Hanks. I've been an estate planner for over 20 years. I'm a graduate of Stanford Law School and a Certified Specialist in Estate Planning, Trust Administration & Probate Law, The State Bar of California Board of Legal Specialization.
So, yeah, I have the credentials. But fancy credentials don't mean anything without empathy and a real desire to teach the skills you need to master this material yourself.
Too many lawyers think being an expert is the key to doing a good job. I don't. To me, making you the expert means that I've done the right job. I pride myself on being able to make complex legal concepts clear through the use of graphics, examples, storytelling and a sense of humor.
In addition to practicing law, I host a podcast, Women & Wills,
and and have written two books: