A guided class for women
•
Taught by an attorney
•
A guided class for women • Taught by an attorney •
THE PROGRAMStop carrying the worry.
Take control and understand it.
The plans that matter most are the ones you need while you're still here.
Katie walks you through all of it: how to get educated, prepared, protected, and then planned. No legal or financial background needed.
Taught by Katie Katz, an estate planning attorney and former law-firm partner and private-bank planning specialist, now founder of Mitzi.
SEE WHAT YOU'LL LEARN ↓Mostly about life while you're living it. A little about what comes after.
What if you got sick and couldn't make your own decisions?__________________________________________________________________
What if your spouse went first? Would you know what you have, where it is, and what to do?__________________________________________________________________
What if your parents went first and left you a mess?__________________________________________________________________
And who would raise your kids if it came to that?
This is the class that answers all of it, before you ever touch a single document.
Katie Katz
Estate planning attorney · Mitzi founder
Katie spent 15+ years advising ultra-wealthy families at a law firm and private bank, where clients paid $1,000+ an hour for her expertise. Now her passion is helping everyone, especially women, get prepared, protected, and planned, no matter their net worth. Everyone deserves this. She teaches every session herself, like the smartest friend you have who happens to be a lawyer.
“I'm going to teach you how to get prepared and protected, so you and the people you love are never left in a panic if something unexpected happens.”
WHO TEACHES ITMost women don't come looking for an estate plan. They come worried about something else.
Then they realize the thing keeping them up at night is exactly what a plan takes care of. If any of this sounds like you, you're in the right place.
You're planning for yourself and your partner
You're a mom, and your kids are the whole reason you're here
You're single, and want to know it's all handled
You don't have kids, and want things simple for whoever steps in
You're divorced or remarried, with a fuller picture to sort out
You're the one helping your parents get organized
Whether you're getting your own affairs in order or you're the one your parents will lean on, this is where it starts to make sense.
What the week gives you
You don't need to know what "estate planning" even means. Over 1 week, Katie connects every one of these worries to a clear, doable step. Six short daily videos you can watch live or whenever works for you, a worksheet for each one, and Katie walking you through every step.
If it's ever felt overwhelming, or you've never been sure why it even matters, that's exactly who this class is built for. No legal or financial background needed.
WHO THIS IS FORThe Program
Six short modules, one a day. Each day brings a video session with Katie you can watch live or catch the replay the next day, plus a worksheet that captures everything. The videos are yours to keep, forever.
How the week works
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WATCHA short video with Katie each day, live or whenever works for you.
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WORKSHEETA worksheet for each day, so the answers are written down, not just understood.
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WHAT'S NEXTEnd the week understanding your whole plan and knowing the next step to take.
START HERE (DAY 1) Video with Katie, live or replay · Worksheet
Getting organized
What you'll learn
What you actually have, accounts, property, policies, and the people in your life
Where all of it lives, and who else knows
Whether someone could find it and reach it in an emergency
How to capture it all in one place, using the family emergency checklist
You'll walk away
With a clear picture of everything you have and where it is, the foundation the rest of the week builds on.
IF YOU GOT SICK (DAY 2) Video with Katie, live or replay · Worksheet
Who decides for you
What you'll learn
Who makes your medical decisions if you can't make them yourself
How to make sure they can talk to your doctors and see your records
Putting your own wishes in writing so no one has to guess
The conversation to have, and how to bring it up
You'll walk away
Knowing you've named the person you'd trust to speak for you, and put your wishes in writing.
IF A SPOUSE OR PARENT COULDN'T (DAY 3) Video with Katie, live or replay · Worksheet
Money, and who can step in
What you'll learn
What a financial power of attorney does, in plain terms
Why banks often can't help when no one's named, and what generally prevents that
How to keep the lights on for your family if someone can't manage things
Where everything is, so no one is left searching
You'll walk away
Understanding how naming someone can help keep your family from being locked out of accounts.
IF YOU HAVE KIDS (DAY 4) Video with Katie, live or replay · Worksheet
Who would raise them
What you'll learn
Why naming a guardian in writing matters, and what a court may decide if you don't
How to choose, and how to talk to the person you'd name
No kids? How to get organized so things are easy for whoever steps in
You'll walk away
Having made the choice yourself, instead of leaving it to a judge.
ALMOST THERE (DAY 5) Video with Katie, live or replay · Worksheet
Make it official
What you'll learn
How signing generally works: printing, witnesses, and notary
A live Q&A where Katie walks through the questions she hears most
How to store everything so your family can actually find it
We make it convenient to sign, together
You'll walk away
Understanding how to turn your decisions into documents prepared for your state.
WHAT'S NEXT (DAY 6) Video with Katie, live or replay · Worksheet
Where you go from here
What you'll learn
In Michigan: create and sign your foundational documents with Mitzi
Everywhere else: map your whole plan and get early access when your state opens
How to keep your plan current as life changes
The one or two things to do first
You'll walk away
Knowing your exact next step, no matter where you live.
HERE'S EXACTLY WHAT YOU GET