Next Steps...

If you've recently moved, gotten married, divorced, or experienced another significant life change, it's in your best interest to update your estate plan and/or business plan to reflect important changes. You can do this in your yearly annual review. 

Put as much or as little as you'd like into this resource. It's purpose is to bring all our Red Wagon Club members into one area unique to them. The Live Hours are an easy way to jump on a call with me and ask any random question you may have about your estate plan, or planning in general. The Global Feed provides a private place to talk with other members, share fun updates, and bounce ideas off each other relating to topics like adult children, growing older, family business matters, etc. The Challenges are a great place to start thinking outside the box with estate planning, and offer some unique perspectives on what exactly you are leaving behind in your legacy. We invite you to take part in all the features of this Community. 

Live Hours are usually once a month, and can be seen under the Events tab. Attendees will have the option to ask questions during the video call, but you can also submit questions ahead of time. This is especially important if you feel you have a more complex or sensitive question, or if you're just not comfortable speaking during the video chat. 

Spouses are welcome to join! If your spouse does not yet have an account, and wants one, just email EMAIL and we'll get them added. 

Live Chats are a special type of virtual video event. They are usually once a month and can be seen under the Event tab on the menu at the top of this page. You should register for a Live Chat so we know how many to expect, but it's not required. Attendees will have the option to ask questions during the video call, but you can also submit questions ahead of time. This is especially important if you feel you have a more complex or sensitive question, or if you're just not comfortable speaking during the video chat. 

Challenges are a fun way to keep track of the planning tasks that are more customized to your family dynamic. Think of it more along the lines of your last wishes or final requests. We find these tasks can often go undone, and accountability is a great way to inspire action! So sign up for a challenge, and then write about your plans on the Feed! 

The Feed here is similar to a social media feed, but the only people who see it are other people in our community. No one else on the web can see what you are typing here! We encourage you to introduce yourself, ask questions about how others are handling aspects of their planning, and discuss tougher topics like adult children or family dynamics. We're all here to support each other! 

A Circle is the topic. You'll see several 'Circles'. Pick the one that suits your topic! 

We occasionally host in-person events for our Red Wagon Club. Check back often to see what Events are happening! 

New events, Live Hours, and other updates will show up under the Announcements panel on the right of the home page. It's a great place to check when you sign back in! 

All our Red Wagon Club members receive an annual review of their estate plan to reflect any changes in their lives and to keep it up to date with any changes in the law. We will reach out when it's time to schedule your annual review!