The Wealth Transfer Planning Session™
Private · Confidential · By Reservation Only
The Wealth Transfer Planning Session™

You Spent Your Entire Life
Building It.

Don't let one missing plan destroy everything
you worked so hard to create.

IThe Realization

I used to think wealth transfer planning
was for millionaires.

People with private jets. Multiple homes. Trust funds. Generational wealth.

I was wrong.

One day, I stopped and asked myself a question that changed everything…

If something happened to me tonight…
would the people I love actually know what to do?

Emotionally·Legally·Financially·Practically

Would they know…

  • Where my money is?
  • How many bank accounts I have?
  • Where my life insurance policy is?
  • My passwords?
  • How to access my business?
  • Who my CPA is?
  • My attorney?
  • My financial advisor?
  • Which bills have to be paid first?
  • My final wishes?

Or… would they spend months trying to put together a puzzle I never finished?

IIThe Weight of a Lifetime

Then it hit me…

I had spent most of my adult life
doing exactly what most people do.

Working.Sacrificing.Missing birthdays. Missing holidays.Missing dinners.Working nights. Working weekends.Building businesses.Buying real estate. Saving money. Trying to create a better life for the people I love.

But I had overlooked one question…

“What happens to everything I built
if I can't finish the job?”

That realization hit me harder than any financial mistake I've ever made. Because I realized something most people never think about…

It wasn't going to take…
$100,000
another hundred thousand dollars
It wasn't going to take…
Another Decade
of hard work
It wasn't going to take…
Another Property
investment property
It was going to take…
A Plan.

A plan that costs a tiny fraction of what you've spent your lifetime building.

Imagine spending…

creating wealth — only to lose it because you never spent a few hours organizing it.

Not a wealth problem.A planning problem.
IIIThe Truth Nobody Talks About

If tomorrow you were unable to make decisions…
someone else will.

Ten quiet questions decide how peaceful — or how painful — that day becomes for the people you love.

M

Medical

Who can legally make medical decisions? Who can speak with your doctors? Who signs the consent forms?

£

Financial

Who can access checking to pay the mortgage? Investment accounts? Retirement? Who files taxes and pays bills?

B

Business / Side Hustle

Who can access your side hustle or online business? Where are your logins, customer accounts, payment apps, and income records? Who keeps it running?

K

Knowledge

Where are the important documents? What are the passwords? What did you actually want to happen next?

If your answer is “I'm not sure…”

then neither will your family.

Uncertainty is one of the most expensive things you can leave behind.

IVIn Public Record

You'd never believe who got this wrong.

Not because they didn't have money. Because they didn't have a plan.

Some of the wealthiest, smartest, and most successful people in the world left behind fortunes worth tens — and even hundreds — of millions of dollars. Yet their families still ended up in court.

Estate of Prince
Prince

Prince built an empire worth more than $150 million. He protected his music. He protected his brand. He protected his career.

But he died without a will.

The result: years of probate. Years of court proceedings. People came forward claiming to be heirs. Attorneys were hired. Millions were spent settling legal disputes.

Not because he didn't love his family — because he never finished the final step.

$0
Estate value — and no will.
Passed 2016
Estate of Aretha Franklin
Aretha Franklin

The Queen of Soul left behind an estate worth nearly $80 million.

After she passed away, her family discovered multiple handwritten wills. One was reportedly found in a locked cabinet. Another under couch cushions.

For years, her loved ones weren't simply grieving. They were asking judges to determine which document represented her true wishes.

Imagine your children having to ask a courtroom… “What did Mom really want?”

$0
Estate value — multiple wills found.
Passed 2018
Estate of James Brown
James Brown

James Brown actually had estate planning documents.

The problem? Life changed. His documents didn't.

One outdated plan — years of lawsuits, years of conflict, years of unnecessary expense.

0
Of lawsuits over one outdated plan.
Passed 2006
Estate of Kobe Bryant
Kobe Bryant

Kobe did not die without a plan. Before his death in 2020, he had created the Kobe Bryant Family Trust — a revocable living trust.

But the trust had never been updated.

After his passing, it became public that the trust did not yet include his youngest daughter, Capri, who was born in 2019. Vanessa Bryant had to petition the court to modify the trust so Capri would receive the same benefits as her sisters.

Kobe had done the work. Life just moved faster than the paperwork.

$600M+
Estate value — trust never updated.
Passed 2020
Estate of Chadwick Boseman
Chadwick Boseman

The Black Panther star left behind an estate of nearly $3.8 million — and no will. He had been quietly battling cancer for four years, yet never formalized his wishes.

His wife, Taylor Simone Ledward, had to petition the California courts to be appointed administrator of his estate. Everything passed through probate publicly.

Illness doesn't always leave time to plan. The right time is now — while you're clear-headed, healthy, and in control.

$3.8M
Estate value — and no will.
Passed 2020

Money wasn't the problem.
Planning was.

If families with hundreds of millions of dollars can experience that kind of confusion — what do you think happens to everyday families?

VA Word Most People Learn Too Late

What is probate?

Probate
noun · a legal process

The legal process used to settle someone's estate after they pass away. If your affairs aren't properly organized, a court may have to determine who has authority to act, oversee the administration of certain assets, ensure debts are addressed, and supervise how property is distributed.

In many cases, that process takes months. Sometimes much longer.

During that time…

Even routine payments — mortgages, utilities, medical bills — can stall while the court determines who has authority to move money.
No one may have legal authority to sign contracts, run payroll, or make critical decisions until the estate is opened.
Tenants still call. Repairs still happen. Insurance still lapses. Property doesn't wait for the courtroom.
Life doesn't pause. Deadlines don't move. Interest and penalties compound.
Without organized paperwork, filing a claim becomes an investigation before it becomes a payout.

While your family is trying to process one of the hardest moments of their lives, they're also trying to become lawyers, accountants, investigators and detectives.

Not because you didn't love them. Because no one taught you how to prepare them.

VIThe Default Plan

The government already has a plan.
The question is — do you?

Bankshave policies.
Hospitalshave procedures.
Courtshave processes.

None of them know your wishes. None of them know your family. None of them know what you worked your entire life to build.

VIIThat is why we created…

The Wealth Transfer
Planning Session

Not another meeting. Not a binder that collects dust. Not another checklist you'll never finish.

A guided planning experience designed to help you organize the most important parts of your life — before your family is forced to.

The Wealth Transfer Safe binder open, showing all category tabs
13areas covered

Together we'll walk through…

Every asset. Every account. Every wish.

  1. IBank accounts & cash reserves
  2. IIReal estate & investment properties
  3. IIIBusiness ownership & succession
  4. IVLife insurance policies
  5. VRetirement accounts
  6. VIInvestment accounts
  7. VIIDigital assets
  8. VIIIPasswords & secure access
  9. IXTrusted advisors & contacts
  10. XHealthcare wishes & decision-makers
  11. XIGuardianship considerations
  12. XIIFinal wishes
  13. XIIIImportant legal documents

You'll leave knowing exactly where everything is. Who needs access. What has to happen first. And how to dramatically reduce the confusion that catches so many families off guard.

VIIIYour Investment

One decision that protects everything.

A complete legacy protection system, itemized and delivered — digital, physical, and everything in between.

Service
The Wealth Transfer Safe — the complete family legacy planning system
The complete family wealth
& legacy planning system.
Service

The Wealth Transfer
Planning Session

A private, guided estate planning experience focused on protecting your wealth, preserving your legacy, and providing your loved ones with a clear plan for the future.

Total Value Included
Everything you receive
  • Executive Legacy Planner$297
  • Financial Accounts & Beneficiary Tracker$391
  • Business Asset Protection Planner$197
  • Real Estate & Property Inventory$194
  • Insurance & Retirement Organizer$194
  • Medical Emergency & Healthcare Planning$791
  • Children's Guardian & Family Protection Planning$594
  • Digital Assets & Password Vault$197
  • Final Wishes & Legacy Planning$1,888
  • Executor & Trustee Success System$1,594
  • Annual Review & Family Organization Tools$2,660
  • 1:1 Private Planning Session with Advocate$1,000
Total Standalone Value $9,997
Limited Time Offer
Regularly $9,997.00
Today $ 5,999 only
Reserve My Session — $5,999

Secure checkout · Confidential

The Wealth Transfer Safe™

A complete legacy workbook.

The Wealth Transfer Safe™ is a comprehensive family wealth and legacy planning workbook designed to help organize the information your loved ones need if something happens to you.

19Key Areas Included
  • 01Personal information & important contact details
  • 02Current and previous employment history
  • 03Business ownership & business continuity planning
  • 04Insurance policies & retirement account information
  • 05Real estate and personal asset inventory
  • 06Financial accounts and beneficiary planning
  • 07Payable-on-Death (POD) account guidance
  • 08Final letters and messages to loved ones
  • 09Important legal documents and where to locate them
  • 10Digital assets, passwords, and online account directory
  • 11Medical information and healthcare preferences
  • 12Medical Power of Attorney (Healthcare Proxy)
  • 13Living Will and Advance Healthcare Directive
  • 14Celebration of Life and funeral preferences
  • 15Spiritual wishes and minister information
  • 16Children's guardianship instructions
  • 17Child health, medical history & personal information
  • 18Emergency access codes and important security information
  • 19Additional planning worksheets for unique family situations
8Designed To Help Your Family
  • iReduce confusion during emergencies
  • iiProtect your family's wealth and legacy
  • iiiKeep important information organized in one secure location
  • ivSimplify the administration of your estate
  • vPreserve your wishes, values, and final instructions
  • viCreate a smoother transition for your loved ones
  • viiEnsure your businesses, finances, and personal affairs continue according to your wishes
  • viiiLeave a lasting legacy of preparation, organization, and love
IXImagine Two Families

One heals. The other searches.

A
The Prepared Family
They have access to everything.
  • They can access all 401(k)s, IRAs, and retirement accounts.
  • They can access all bank accounts and investments.
  • They can access all life insurance policies.
  • They can access all user accounts, passwords, and digital assets.
  • They know exactly where everything is.
  • They know who to call.
  • They know what documents exist.
  • They know what to do next.
They spend their time…Healing.
B
The Unprepared Family
They have to search for everything.
  • Nobody can find all 401(k)s, IRAs, or retirement accounts.
  • Nobody knows where the bank accounts or investments are.
  • Nobody knows if there are life insurance policies.
  • Nobody knows the passwords or how to access user accounts.
  • Nobody knows where important documents are.
  • Nobody knows who to call.
  • Nobody knows what's real, what's missing, or what to do.
  • Delays, stress, family conflict, and financial loss.
They spend their time…Searching.

The difference wasn't love. The difference was preparation.

The founders of The Wealth Transfer Planning Session
A Word FromThe Founders
XThe Greatest Legacy

The greatest legacy you'll ever leave
isn't another dollar.

It's removing uncertainty from the people you love most.

When your family remembers you, you don't want them remembering paperwork. Court dates. Frozen accounts. Or unanswered questions.

You want them remembering your life. Your love. Your values. And the incredible legacy you intentionally protected for them.

Protect My Legacy
XIThe Movement

You're not building this alone.

Behind every session is a growing community of wealth builders — families, entrepreneurs, and everyday people committed to protecting what they've built for the ones they love.

The Wealth Builders community — the movement behind The Wealth Transfer Planning Session
The Wealth Builders Community

When you reserve your session, you're not just protecting your family — you're joining a movement of people who decided to leave clarity behind instead of chaos.

XIIRequest A Consultation

Not ready to check out? Book a consultation first.

Have questions before you reserve? Share a few details and we'll reach out privately — no commitment required.

  • Private, one-on-one
  • No obligation
  • Confidential
Open Consultation Form
XIIIBefore You Book

Answers to quiet questions.

You receive the full private Wealth Transfer Planning Session™, the physical leather-bound Wealth Transfer Safe™ with official copies of every document created, digital templates in your choice of color (Black, Teal, Purple or Pink), and digital copies of every document from your session — a total standalone value of $9,997.
No. The session works whether you're starting from zero or updating a plan you set up years ago.
Most families complete their first working session in a couple of focused hours. We break it into pieces so nothing feels rushed.
Yes. Everything discussed is private and protected. Nothing is shared without your written permission.
This isn't a session for millionaires. It's for anyone whose family would have questions if something happened tomorrow.

Don't spend a lifetime
building wealth…
just to give it all away.

That realization hit me harder than any financial mistake I've ever made. Because I realized something most people never think about…

It wasn't going to take…

More Hard Work.

You've already worked hard enough.

It wasn't going to take…

Another Raise.

You've already done everything you can.

It wasn't going to take…

More Overtime.

You've already given enough of your time.

It was going to take…

A PLAN.

A plan protects what you've built, your family, and your legacy—so nothing goes to waste.

Reserve My Session — $5,999
Reserve — $5,999