Get organized before the people you love need you to be
A compassionate, practical guide that helps any adult organize their wishes, assets, health-care decisions, and key contacts—so the people they love face clarity instead of chaos when it matters most.
"I built this course because the greatest gift you can give the people you love is a clear path forward—and I want to make sure everyone knows how to leave one."— Shani Roberts
What you'll learn
What you'll be able to do
- Build a complete Family Protection File—documents, contacts, accounts, debts, insurance, and household operations—that a trusted person can actually use in a crisis.
- Explain in plain language the role of a will, revocable living trust, beneficiary designation, joint ownership, financial power of attorney, health-care agent, advance directive, HIPAA authorization, and letter of instruction.
- Recognize how asset titling and beneficiary designations can transfer property outside a will—and why reviewing them regularly matters.
- Describe probate accurately as a court-supervised process that can be time-consuming, costly, and public, so you can have an informed conversation with a qualified estate-planning attorney.
- Create an organized Digital Life Inventory covering passwords, devices, cloud accounts, subscriptions, crypto, and photos—plus instructions for your chosen agent.
- Arrive at an attorney meeting prepared: a clear asset inventory, a list of key questions, identified trusted people and backups, and a plan for annual review after every major life event.
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
8 modules · 22 lessons
Before They Need It
Opens the course with calm, compassionate urgency. Learners explore what a loved one would actually face tonight if something happened—and immediately self-assess their own situation so the rest of the course stays personally relevant. No shame, no scare tactics; just honest clarity about why preparation is an act of love.
- 1.1The Midnight ScenarioIncluded
- 1.2Your Personal Situation SnapshotIncluded
Your Family Protection File
Builds the practical foundation of the entire course: a complete, organized record that a trusted person can actually use. Learners inventory documents, contacts, assets, accounts, debts, insurance, and household operations—capturing everything from utility login credentials to the location of the safe-deposit key. Emphasizes accessibility and clarity over perfection.
- 2.1Documents & Contacts: The FoundationIncluded
- 2.2Assets, Accounts & Debts: What You Have and OweIncluded
- 2.3Household Operations: Keeping Life RunningIncluded
Core Documents in Plain English
Demystifies the major legal instruments in accessible, jargon-free language. Learners understand what each document does, what it does not do, and why having—or not having—each one matters. No legal forms are provided. No document is prescribed as right for everyone. State requirements vary and a qualified estate-planning attorney can help determine what makes sense for each person's situation.
- 3.1Wills, Beneficiary Designations & Joint OwnershipIncluded
- 3.2Financial Power of Attorney & Letter of InstructionIncluded
- 3.3Health-Care Agent, Advance Directive & HIPAA AuthorizationIncluded
Will, Trust & Probate: Clear Tradeoffs
Provides an honest, balanced look at probate, wills, and revocable living trusts—covering tradeoffs without fearmongering, prescribing solutions, or implying any arrangement is universally right. Learners understand what probate is and is not, what a revocable living trust can and cannot do, and how asset titling determines the path property takes. Prerequisite: Module 3. Prepares learners for an informed attorney conversation.
- 4.1What Probate Actually IsIncluded
- 4.2Revocable Living Trusts: What They Can and Cannot DoIncluded
- 4.3Asset Titling & the Transfer RoadmapIncluded
Protecting Children, Dependents & Pets
Addresses the deeply personal responsibility of planning for those who depend on you—minor children, adult dependents with special needs, and pets. Covers guardian nomination, backup plans, care instructions, and the importance of communicating wishes clearly. Recognizes that 'family' is defined broadly and that every dependent's situation is unique. Prerequisites: Modules 1–2 (situation snapshot and asset inventory).
- 5.1Naming Guardians & Building a Backup PlanIncluded
- 5.2Care Instructions, Routines & Dependent-Specific NeedsIncluded
- 5.3Pet Care PlanningIncluded
Incapacity, Digital Life & Household Access
Addresses two converging challenges: planning for a period of incapacity (when you are alive but unable to manage your affairs) and organizing digital life so that agents and loved ones can actually access what they need. Covers health-care and financial agents, personal preferences, passwords, devices, cloud accounts, subscriptions, crypto, and irreplaceable digital assets like photos. Prerequisite: Module 3 (agents and documents in plain English).
- 6.1Planning for Incapacity: Agents, Preferences & AccessIncluded
- 6.2Your Digital Life InventoryIncluded
- 6.3Cryptocurrency, Photos & Irreplaceable Digital AssetsIncluded
Property, Business & Complex Families
Addresses situations that add legal complexity: owning real estate in multiple states, owning a business or professional practice, blended families, unmarried partners, and other non-traditional structures. These situations often require tailored planning; this module helps learners recognize which complexities apply to them and arrive at an attorney meeting with the right questions. Prerequisite: Modules 3–4 (documents and transfer roadmap).
- 7.1Real Property & Multi-State AssetsIncluded
- 7.2Business Interests & Succession ConsiderationsIncluded
- 7.3Blended Families, Unmarried Partners & Non-Traditional StructuresIncluded
Attorney-Ready & Keep It Current
Brings the entire course together. Learners consolidate everything they have built—inventory, documents checklist, agent names, questions—into a complete Attorney Meeting Preparation Packet. They understand how to evaluate and select a qualified estate-planning attorney, what to expect in a first meeting, and how to maintain their plan over time through life-event triggers and annual reviews. Ends with the course's capstone: the Family Protection Action Plan.
- 8.1Preparing for Your Attorney MeetingIncluded
- 8.2Life Events, Annual Reviews & Keeping It CurrentIncluded
Who it's for
Is this you?
New parents
They need to name a guardian, build a care plan for their child, and put the right documents in place before life gets any more complicated.
Unmarried partners
Without legal default protections, they need powers of attorney, beneficiary designations, and a clear plan to ensure their partner is actually protected.
Blended families
Navigating stepchildren, multiple households, and competing intentions means getting asset titling and beneficiary designations deliberately right.
Aging adults & empty nesters
With more assets, health considerations, and people depending on their wishes, they're ready to finally get everything organized and documented in one place.
Solo adults & caregivers
Living alone or caring for a dependent, they need to name the right agents and build a file that works even without a built-in next of kin.
Small business owners
A business interest adds real complexity to any estate—this course helps them understand succession considerations and arrive at an attorney meeting prepared.
Questions
Frequently asked
Your teacher
A note from your teacher
Shani Roberts
If you've ever thought I really need to get that stuff organized—and then life kept moving and you didn't—I want you to know that I'm not here to make you feel behind. I'm here because I've seen what happens when people don't have a plan, and I've seen what it looks like when they do. The difference isn't wealth, or age, or having a "traditional" family. The difference is whether the people you love find a clear path forward or an overwhelming mess at the worst possible moment.
That's what this course is built to change.
Protect Your People walks you through everything I wish more adults knew before a crisis arrived: how to build a Family Protection File that a trusted person can actually use, how to understand the documents that matter in plain language (no legal degree required), and how to close the gaps that most people don't even know exist—like the beneficiary designation that overrides your will, the digital account no one can access, or the pet whose care you've never written down. We cover it all, and we do it without jargon, without judgment, and without assuming your family looks any particular way.
I also want to address the thing I hear most often: I know I should do this, I just haven't. I understand. These topics brush up against loss and uncertainty, and it's easy to postpone. But this course is designed to move you—lesson by lesson, action by action—until you have something real and finished. Not a vague intention. An actual file. An actual plan. People you've actually named.
You don't need an attorney to start, you don't need significant assets to benefit, and you don't need a conventional family structure to find this valuable. You just need to care about the people in your life—and be willing to spend a few hours making sure they're protected. That's what I'm here to help you do. I'd love for you to join us.
— Shani Roberts
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- 8 modules, 22 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed