SIMPLE | FAST | DONE
Ready to Check "Family Documents" Off Your To-Do List Once and For All?
learn more →You know you need to organize your important papers, but it always feels like a massive project?
What if it could be simple and fast?
Judith's proven CALM Method™ breaks everything into bite-sized steps. No overwhelming confusion, no legal jargon, no months-long projects.
Just clear guidance...and yes, a simple binder system that gets you organized quickly so you can finally stop worrying.
Choose your starting point below and get this done.
2 OPTIONS...LET'S DIVE IN...
GET the Essentials Organized in Just Hours
Quick Start Course
Perfect if you want immediate protection without the overwhelm.
Stop putting this off because it feels too big. The Quick Start Course gives you exactly what your family needs most - the 5 critical forms that matter in an emergency.
What You Get:
- Top 5 Essential Forms - The must-haves your family needs first
- Emergency Grab & Go File Setup - Ready for any crisis
- Simple Organization System - No complicated filing systems
- Step-by-Step Videos with Judy - Clear guidance, no confusion
- Coaching Community Access - Ask Judy your specific questions ($37/month)
Complete in 2-3 hours spread over a few weeks. Work at your own pace.
This isn't about doing everything perfectly - it's about getting the most important things done so you can breathe easier knowing your family is protected.
Ready to finally check this off your list?
learn more →THE COMPLETE SOLUTION
Done and Documented
Perfect if you're ready to create a comprehensive system that covers everything.
No more wondering if you missed something important. This complete course walks you through organizing every aspect of your digital and physical life so your family has everything they need.
What You Get:
- 26+ Comprehensive Forms & Templates - Every document your family might need
- Complete Digital Organization System - Passwords, accounts, digital assets
- Self-Paced Video Modules with Judy - Step-by-step guidance through everything
- Weekly Q&A Coaching Calls - Get your specific questions answered directly by Judy
- Private Coaching Community - Support from others on the same journey
- Advanced Document Storage Strategies - Physical and digital solutions
Work at your own pace with ongoing support until you're completely done.
This is your complete solution - from basic contacts to complex digital assets, you'll have a system that grows with your life and gives your family total clarity.
Ready to be completely prepared for whatever life brings?
learn more →
Never Feel Alone in This Process
Beyond The Estate Plan Community
✅ Included with both courses - your safety net for success.
The biggest fear people have isn't starting the process - it's getting stuck halfway through with a question no one can answer. That's why every course includes access to Judy's private coaching community.
What You Get:
- Weekly Live Q&A Calls with Judy - Get your specific questions answered directly
- Private Community Forum - Connect with others on the same journey
- Real-Time Support - No waiting weeks for answers when you hit a roadblock
- Ongoing Guidance - As your life changes, your questions evolve too
- Confidence Building - Know you're doing it right with expert validation
Ongoing access to the expert who created the system, plus a community of people who understand exactly what you're going through.
Your success is practically guaranteed when you have this level of support.
Whether you choose Quick Start or the Complete System, you're never on your own.
Clarity and a sense of relief
"It gives you clarity and a sense of relief that you have everything in place AND your family will be forever grateful because this makes things so much easier for them when the time comes. The best part? She's made it all so easy for you and everything you need is right there, at your fingertips."
Athenee M. / Beyond The Estate Plan Member
Goes way beyond wills and trusts and provides you with worksheets where you can capture things we seldom think about.
"This book is a gift for everyone who has a family and wants to make sure that if something were to happen to you, they wouldn't be lost looking for information. It goes way beyond wills and trusts and provides you with worksheets where you can capture things like logins, passwords, medical histories, vehicle information, insurance, money, pet information, legal, personal, and many more things we seldom think about. Its value outweighs its cost a hundredfold."
B. Poole / Beyond the Estate Plan Member
