Easy Steps to Estate Planning

COURSE SYLLABUS

Instructor: Coach Greb
Duration: Two-Day Course (3 hours per session)
Languages Offered: English, French, Spanish, and other languages upon request
Delivery Format: Online via Zoom or Onsite at the ISBF Institute, Financial Power Institute, or Partner Locations
Course Fee: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Organized by: ISBF Institute and Financial Power Institute

COURSE OVERVIEW

Easy Steps to Estate Planning is a two-day course designed to help individuals, couples, and families understand the basics of organizing and protecting their legacy through practical estate planning. Taught by Coach Greb, this course removes the fear and complexity associated with wills, trusts, power of attorney, and asset transfer.

Participants will learn how to create an estate plan that secures their wealth, honors their wishes, and brings peace of mind to their loved ones. Whether planning for a simple will or a more comprehensive estate, this course provides a step-by-step blueprint to help anyone take control of their future and legacy.

COURSE BENEFITS

Estate planning is often overlooked until it’s too late. This course empowers participants to make wise decisions that protect their assets, reduce conflict, and ensure their legacy passes to the next generation in a thoughtful and legal manner.

By the end of the course, participants will have a clear understanding of the tools used in estate planning, such as wills, living trusts, powers of attorney, healthcare directives, and beneficiary designations. The course also includes practical guidance for digital assets, family business succession, and planning for minor children.

TARGET AUDIENCE

This course is ideal for:

Individuals and couples who want to leave a clear legacy
Parents and guardians responsible for minor or adult dependents
Seniors planning to pass on property, wealth, or business interests
Business owners creating succession or asset transfer plans
Families seeking to avoid legal battles and probate costs
Anyone enrolled in the 12-course Easy Steps Series

No legal background is required. The course is designed for everyday individuals, not legal professionals.

COURSE OUTCOME

By the end of this course, participants will:

Understand what estate planning is and why it matters
Learn the difference between a will and a trust and when to use each
Know how to choose and assign power of attorney and healthcare proxies
Complete a basic estate planning checklist and goal statement
Draft the structure for a will or trust using templates
Identify which assets need legal documentation for transfer
Create a personal estate plan using software or a written format
Gain confidence in preserving and passing on their legacy

COURSE PREREQUISITES

There are no formal prerequisites. However, participants are encouraged to:

Be familiar with their current assets, liabilities, and personal goals
Have access to personal documents such as life insurance policies, deeds, and account statements
Be prepared to discuss topics such as guardianship, inheritance, and legacy
Have access to a computer or mobile device to use planning tools

PARTICIPANT GUIDE

Each participant will receive:

Easy Steps to Estate Planning Workbook (print or digital format)
Estate Planning Essentials Checklist
Will and Trust Planning Templates
Power of Attorney and Health Directive Sample Forms
Personal Asset Inventory Worksheet
Digital Asset Planning Guide
Excerpts from the Teach Me Money™ Book Series
30-Day Replay Access to the Course Sessions
Certificate of Completion

These materials support both in-class activities and post-course implementation.

COURSE COST

The tuition fee is $59 per participant, which includes:

Two live sessions of 3 hours each
Course workbook and digital planning templates
Legal overview resources and referral guidance
Personalized planning exercises
Certificate of Completion
Access to post-course coaching and tools

Registration is available at https://Isbfinstitute.com/easysteps. Payment may be made by credit/debit card, Zelle, or Cash App.

FOLLOW-UP SOLUTION

After completing the course, participants will finalize and begin implementing their Estate Planning Strategy using provided worksheets or industry software such as FreeWill, Trust & Will, or a licensed attorney referral.

Participants will have the option to receive additional coaching to complete legal documentation, organize estate files, assign fiduciaries, and update their plans as life events occur.

COURSE SCHEDULE

DAY 1 – LAYING THE FOUNDATION

Theme: “Planning with Purpose, Protecting with Clarity”
Duration: 3 Hours

Modules and Time Breakdown:

0:00 – 0:15: Welcome and Course Objectives
Introduction to estate planning and why it’s critical for families and individuals.
0:15 – 0:45: Module 1 – What Is Estate Planning?
Understand the terminology, tools, and benefits of a complete estate plan.
0:45 – 1:30: Module 2 – The Will vs. Trust Decision
Learn when to use a will, when to create a trust, and how to avoid probate.
1:30 – 2:00: Module 3 – Power of Attorney and Healthcare Directives
Designate agents to make decisions if you’re unable and ensure medical wishes are honored.
2:00 – 2:30: Module 4 – Guardianship for Minors and Dependents
Learn how to legally name guardians and protect vulnerable family members.
2:30 – 3:00: Module 5 – Starting Your Estate Plan
Guided worksheet activity: begin listing assets, wishes, and initial planning goals.

Homework:
Complete the Personal Asset Inventory and outline your estate priorities and beneficiaries.

DAY 2 – STRATEGY, IMPLEMENTATION, AND LEGACY

Theme: “Leave Order, Not Chaos”
Duration: 3 Hours

Modules and Time Breakdown:

0:00 – 0:15: Recap and Group Discussion
Review takeaways from Day 1 and share insights on legacy and values.
0:15 – 1:00: Module 6 – Transferring Assets the Smart Way
Learn how to properly title assets, update beneficiaries, and use joint ownership or payable-on-death designations.
1:00 – 1:30: Module 7 – Planning for Digital Assets and Personal Belongings
How to manage and pass on digital files, passwords, sentimental items, and family stories.
1:30 – 2:00: Module 8 – Business Succession and Multi-Generational Wealth Transfer
Succession planning for business owners and strategies for teaching heirs responsibility.
2:00 – 2:30: Module 9 – Legal Resources, Software, and Advisor Guidance
Overview of DIY tools, when to seek professional help, and how to update your plan regularly.
2:30 – 3:00: Module 10 – Completing Your Estate Plan Draft
Participants finalize their estate plan roadmap and set dates for formal documentation.

CERTIFICATE OF COMPLETION

Participants who complete both sessions and submit their estate planning outline will receive a Certificate of Completion, jointly issued by the ISBF Institute and the Financial Power Institute. This certificate may count toward full credit in the 12 Easy Steps to Financial Empowerment program.

DELIVERY LOCATIONS AND OPTIONS

Participants may attend:

Onsite:
Financial Power Institute
2070 Sugarloaf Parkway, Suite 600
Lawrenceville, GA 30045
Online:
Via Zoom with full access to recordings for 30 days
Partner Locations:
Courses may be hosted by churches, nonprofits, and community organizations in multiple languages.

COURSE REGISTRATION

To register for this course or any Easy Steps session, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121

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Easy Steps to Estate Planning

Easy Steps to Estate Planning

COURSE SYLLABUS