The Essentials System Course

The Essentials System Course

Regular price $297.00 Sale price $127.00 Save 57%


We all know that there are certain crucial documents and pieces of information we need to have in order, both for our own peace of mind and for the sake of our loved ones in case of emergency.

But it can be confusing, overwhelming, and downright frustrating to try to figure out exactly what paperwork we need and how long we should hold onto it.

So we put it off.

We take the risk and just hope that we’ll be lucky enough not to need those important legal documents, financial information, insurance policies, IDs, contacts, and more. 

It’s time to stop procrastinating and finally take action.


🌟 Create a single box that holds all of your most crucial information-- identification documents, financial planning, insurance policies, tax documentation, estate planning paperwork, and more-- so that you have easy access when you need it and your loved ones can find any essential information in case of emergency.

🌟 Identify and close vulnerable gaps that may exist within your future and legacy planning so you and your family can have confidence that you're prepared, no matter what may come.

🌟 Receive guidance and encouragement as you work through the program, leading to higher success and completion rates.

We don’t know what the future holds. The sooner we organize our most important documents and information, the sooner we’ll be able to rid ourselves of that constant low-level stress and worry that we aren’t prepared in these absolutely crucial areas of our life. 

You can figure out all the pieces on your own and keep procrastinating, or you can use the guidelines and templates we’re offering in The Essentials System and have your most important organizing project complete in just a few weeks! It’s a no-brainer! 💕

Please note: This is the previously recorded self-paced version of The Essentials System class. (There is no live component.) The class is set up to work on one lesson per weekday for two weeks, but students are free to work on the project whenever it fits their own schedule.

We are not legal or financial professionals. This class provides education and guidance for organizing your most important documents and information, but it does not provide personalized legal or financial advice. For those matters, please speak with your attorney, CPA, or financial advisor.

💗 3 Replays of Live Video Sessions. These sessions teach key frameworks for assembling your Essentials box and answer FAQs.

💗 10 Daily Lessons + Assignments. Each lesson includes a short video, editable templates, and a daily checklist.

💗 Bonus Canva Templates allow you to easily edit all printables to meet your needs and preferences.

💗 Bonus Interview with Estate Attorney Amy June

💗 Bonus Interview with Accountant Sarah Korhnak

💗 Students retain lifetime access to all lessons.

✨ A thorough and organized box that includes all of your most crucial information (and isn’t bogged down by clutter or unnecessary paperwork)

✨ A clear understanding of exactly what paperwork and information you need to keep, how long you need to keep it, and what you can let go

✨ Identified and closed vulnerable gaps in your future planning so that you and your loved ones will be taken care of

✨ Confidence that you and/or your family members would have easy access to any information you would need in the event of an emergency

This class is hosted in our course community, Circle. After checkout, you will receive an email with login instructions. This is a digital product. Nothing physical will ship.

Customer Reviews

Based on 25 reviews
The Essentials System

We all know we should get our affairs in order, but honestly, it's so daunting!! What to keep, where to keep, discard, etc. The Essentials System Course is your answer. Abby and Donnie have done a fabulous job putting this system together with folders, and lots of useful information, and what's great, they're with you throughout this journey answering questions, encouraging and giving lots of grace. If you're on the fence, jump off and get this course. It will give you peace of mind knowing that your loved ones will know your wishes when the time comes. You'll be glad you did. I am.

So Helpful!

This class was so worthwhile! It is so well thought-out and organized. I never would have attempted this on my own. So glad I made this purchase!

The Essential System is Essential for your future!

This system of folders takes all those important parts of your financial and personal life and brings them all together in one place. I'm sure most people say "I need to get that kind of stuff together at some point", but this class helps you put your words into action. I feel more at ease already just gathering this information and knowing that this will help my loved ones after I'm gone. It also helps you think about what you want to say to those you love and how you would like to be remembered. I urge absolutely everyone to take the time for this class - you and your family will be so glad you did!

Essentials Course

This was so helpful. I've spent so much time thinking about getting this done and this course gave actionable steps to just do it. It was nice to have the group component to bounce ideas off of and to stay motivated. Thanks again for putting this together.

A MUST - Great Course

I had already started an instruction document for my children and thought I had thought of everything to include. Boy, was I wrong. This class is so thorough that I now have no doubt that anyone that needs to find anything for my husband or myself will know exactly where to find it and what do do with it. This course is a MUST for anyone wanting to have peace of mind and leave their loved ones with the ability to carry out their wishes in regards to health care, financials, all the way to their final wishes. Such a relief to have this box completed and stored away safely until that time comes.