Protect Your Wealth & Family

If Something Happened To YOU Tomorrow, Would Your Spouse Know Where To Find Everything?

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Let's Make Sure They Do.

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Created by a Top Attorney, the Roadmap is a digital file that tells you what to do. It will help busy families organize their most important assets so their loved ones are protected - no matter what.

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Most families don't have their key documents in one place - until a crisis hits. The Estate Essentials Roadmap makes it simple to organize everything that matters so your family isn't left guessing - or hunting for your assets.

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If something happened to you tomorrow, would your partner know where to find your insurance info, passwords, or your child's medical directives?

Most families don't. Until it's too late. That's why I created this Roadmap, so you can protect your family with confidence and clarity.

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Hiring an attorney to get this level of organization would cost you well over $500. I can give you the tools you need to get the same peace of mind today for just $35.

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How The Roadmap Can Help You

Estate Contacts Made Simple – Keep executors, healthcare proxies, and trusted advisors in one clear list.

Banking & Financial Accounts – Track institutions, account managers, and essential login details securely.

Digital Assets Organized – Document social media, email, and online subscriptions so nothing gets locked away.

Guardianship Plans – Record your wishes for minor children and pets with clarity and care.

Insurance & Property Info – Securely note policies, deeds, and titles for smooth transitions.

One Centralized Document – A clear, printable resource your family can rely on when it matters most.

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Includes Video Tutorial

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Who This Product Will Help

If you are overwhlemed and confused about where to start estate planning, this product will give you clarity to explain where to start;

If you are worried about what would happen to your kids, your pets, or property, this product will give you confidence to give your loved ones access to all your important data, like bank accounts, passwords, estate contacts;

If you are afraid of expensive attorney fees or making costly mistakes, this product is first step to organize your estate - the part of estate planning that nobody, including most attorneys, ever tell you about;

If you are procrastinating because estate planning feels too serious, too complicated, or too expensive, this is for you. It will give your loved ones a roadmap to all of your assets, which will help avoid costly mistakes or loss of assets to the strangers or government;

If you are feeling guilty because you know you "should" have a plan, but don't know what documents you actually need, the Roadmap lays it all out for you in one, easy, editable document!

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Benefits

Your Estate Essentials Roadmap gives you:

  • Clarity — A simple, attorney-drafted roadmap that explains exactly what to do and in what order.
  • Confidence — You can finally say “I have a plan” and know their loved ones will be protected.
  • Peace of mind — No more wondering what’s missing; everything is laid out step-by-step.
  • Affordability — You get professional guidance without paying thousands in legal fees.
  • Flexibility — It’s digital, printable, and editable — you can update it as life changes.
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Why You’ll Love It

Easy-to-use and attorney-designed.

Trusted and used by estate planning clients.

Saves hours of stress during life’s toughest transitions.

Gives you confidence knowing your loved ones will have everything they need.

No more "Treasure Hunting" to Find Assets.

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Start today for just $35 and create peace of mind for tomorrow

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Client Feedback

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What Is Included?

Comes in Word, PDF, and Excel – use whichever works best for you

Print or go digital – update on your computer, or slip pages into a binder

Flexible & refillable – print extra pages for any section as your life changes

One roadmap, endless ways to stay organized.

I'm Very Organized. Why Do I Need This?

Being organized is a huge win—but in my years as an estate planning attorney, I’ve learned almost no one has everything covered. The roadmap asks the questions you may not have thought about—like listing every account, beneficiary contacts, and digital passwords—so nothing gets overlooked when it matters most.

What If I Don't Like It?

Because this is a digital product, all sales are final and we don’t offer refunds. But don’t worry—we’re here to help! If you run into any technical issues accessing or using your files, just reach out and we’ll make sure you get everything working smoothly. Please be sure you’re ready to purchase before ordering.

Satisfaction Guarantee

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About Me


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Hi, I’m Shareen! I’ve been a practicing attorney for over 12 years. I’ve been ranked by Super Lawyers as a top attorney. I'm a wife, and mom, and I've worked with hundreds of families. I realized one truth: estate planning isn’t just about legal documents—it’s about protecting the people you love most.

“Estate planning doesn’t have to feel overwhelming—I’ll help you take the first step today.”

I created this because when I became a mom, I realized how hard it is to think about "what if's', but now I know how important it is to plan for them. I also understand how hard it is to find the time to organize everything, between all the demands that come with motherhood.

As an attorney, I’ve seen firsthand what happens to families who are left overwhelmed, digging through piles of paperwork, searching for passwords, and trying to locate assets during the hardest time of their lives. That’s why I created the Estate Essentials Roadmap—so you can finally get organized, stop procrastinating, and give your loved ones the gift of peace of mind.

Attorney-designed, easy-to-use, and created with real families in mind. This is the roadmap I wish every client had in their hands. Ready to make life easier for your future self (and your family)?

Grab your Estate Essentials Roadmap today!

Disclaimer: Any information you obtain from this website or its content is not legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. Purchase or use of this prodcut does not constitute an attorney-client relationship. This is neither intended nor formed by your viewing this website, purchasing and using the content, forms, tips or information kits found on this website. Client testimonials or endorsements do not guarantee any specific outcome of your legal matter. Copyright 2025, All Rights Reserved.

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Legacy Letters

Legacy Letters

You’ve secured your estate—but have you left your heart behind?

Legacy Letters give you the chance to share your love, gratitude, and guidance with the people who matter most—so your voice lives on, even when you’re not there.

With Legacy Letters, You Can:

  • ✅ Comfort Your Loved Ones: Give peace during life’s hardest moments.
  • ✅ Say What Truly Matters: “I love you,” “I’m proud of you,” “Thank you”—your words, perfectly expressed.
  • ✅ Guide and Inspire: Share wisdom and reassurance with children, family, and friends.
  • ✅ Leave a Gift That Lasts Forever: More than possessions—your heart on paper.
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