Prepare with Purpose Online Course
Prepare with Purpose for your future and compile all the information your loved ones need. With this online e-course, we will walk you through the process of planning for you and your family, including:
(1) documenting personal information, dependent and pet care information; (2) determining your funeral plans and documenting benefits and insurance; (3) planning for medical care and determining your health care wishes; (4) collecting financial and legal documents; (5) organizing your property, mortgage, password, and key information; and (6) documenting genealogy and discussing important but sensitive topics of aging with your loved ones.
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Module 1: Personal Information
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Module 1 Introduction
Take the burden of decision-making off the table for your loved ones by planning and preparing ahead of time. Put your personal wishes and desires into an organized system. We’re giving you all the tools you need to reduce the confusion and stress that can occur with the death or disability of a loved one. You will leave a great gift of organized details, stories and memories for your loved ones.
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Documenting Personal Information
In this section, you will gather personal information so that everything is organized for your loved ones.
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Dependent Information
In this section, you will gather information about your dependents so that they are taken care of when you no longer can.
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Pet Care Information
In this section, you will document information about care for your beloved pets.
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Final Steps for Module 1
Now that you’ve filled out your worksheets, determine the next steps.
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Module 2: Funeral Plans, Benefits, & Insurance
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Life Event Planning Introduction
In this module, you will learn what information your family will need to conduct your funeral and finalize your affairs. We will walk you through how to communicate your funeral plans to your family, and you will document important benefit and insurance information.
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Choose an Executor
In this section, you will learn the duties of an executor and choose someone to carry out your final wishes.
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Legal Contacts & Documents
In this section, you will fill out important contacts for your legal affairs.
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Funeral Arrangements
In this section, we will walk you through planning for your funeral arrangements.
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Personal Gifts
In this section, we will help you plan who you wish to give special items to now, or later.
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Benefits
In this section, we will walk you through documenting your insurance and benefits for your family, including veteran and employment benefits.
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Final Steps for Module 2
Now that you’ve filled out your worksheets, determine the next steps.
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Module 3: Medical Information
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Medical Information
In this module, you will document your health care information, including information that will help your family make decisions about your health care when you are unable to.
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Module 3: Medical Information
In this module, you will collect information on your medical history, and document your wishes for future medical care decisions.
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Module 4: Financial Information
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Module 5: Property, Mortgages, Keys, & Passwords
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Module 6: Sensitive Topics of Aging, Genealogy
Preparing with Purpose
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Take the burden of decision-making off the table for your loved ones by planning and preparing ahead of time. Put your personal wishes and desires into an organized system. We’re giving you all the tools you need to reduce the confusion and stress that can occur with the death or disability of a loved one. You will leave a great gift of organized details, stories and memories for your loved ones.
We’ll start you off easy, with the simple tasks of finding important documents and putting information on a page. So take a deep breath, grab a cup of coffee, and refer back to the "What to Gather Checklist" for your beginning steps.
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You get to decide how you want to leave your personal affairs in the case of an unexpected life event. Careful, thoughtful decisions can lead to long-term success and less stressful situations. But imprudent, uninformed decisions made in the heat of the moment can open the way to costly disaster. Which path do you want to take? Planning ahead is such a beautiful gift to give your loved ones.
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Why wait until a crisis occurs to locate important documents such as your vehicle titles, boat titles or even your mortgage? Can you imagine the ease of pulling up your information by simply going to your Preparing with Purpose document and within seconds your information is there! Be intentional with this module and you might save yourself and your loved ones thousands of dollars!
By tackling one area of Property Information at a time, you can handle this! Begin listing each of your vehicles, properties, recreational vehicles and any other property asset you own. Then start the search to find where the titles are and carefully examine the way they are registered.
Course FAQ
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Each module includes a video and instructions on how to fill out important worksheets. You may fill out the worksheets on your computer, or print them out and fill out by hand. Either way, our process walks you through documenting important information and making future decisions for you and your family.
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You can choose to purchase life-time access to all the modules in our Preparing with Purpose workshop, or to subscribe to our modules one month at a time. If you choose the life-time access option, your access will never run out! If you choose the monthly option, you will have access as long as you continue to pay the monthly subscription fee.