Strategic Planning
The Legacy Collection
SELF-PACED ONLINE COURSE
"One Page at a Time"
Build your Legacy Plan with this immersive course and digital planner.
Your legacy isn't something you simply leave behind. You can build it on purpose, one conversation, one decision, and one page at a time.
Digital Legacy Planner included · Lifetime access · Live monthly Q&A on Zoom
Start where you are. Every page you complete is a gift to someone you love.
Eboni W. Henderson
This course is for you if you've been meaning to
"get everything in order"
You don't know where to start
The whole thing feels big, so it keeps sliding to next month. Here, you only ever work on the next page.
The conversations feel heavy
You'll get a prepared script for your family legacy conversation, so you never have to find the words alone.
You'd rather be guided
Short videos, clear steps, and a live monthly Q&A mean you always have someone to ask.
You want to actually finish
Not a binder on a shelf. You'll finish with a completed Legacy Plan and a Certificate of Completion.
By the end of the course, you will...
✓ Write a personal legacy statement and define what you want to be known for.
✓ Hold at least one family legacy conversation, using a prepared script.
✓ Name a healthcare proxy and understand the basic estate planning documents.
✓ Complete a beneficiary audit, a monthly budget, and an inventory of your policies, passwords, and advisors.
✓ Understand how life, disability, and long-term care coverage protect your family, income, and independence.
✓ Draft a legacy letter and choose a cause or person to invest in.
✓ Complete your Family Vault and Legacy Action Checklist, then generate your Legacy Plan and certificate.
6 modules. 27 lessons. One finished plan.
Module 0 · Start Here
4 lessons · 45 min. Get ready emotionally and practically, make your planning promise, and book your weekly planning time.
Module 1 · Learn: Knowledge Creates Confidence
4 lessons · 2 hrs. Clarify your values, write your legacy statement, and learn the planning basics with confidence.
Module 2 · Earn: Build What Lasts
7 lessons · 3.5 hrs. Protect what you've built: your budget, your beneficiaries, and how coverage protects the people you love.
Module 3 · Return: Leave More Than Money
3 lessons · 2.5 hrs. Write your legacy letter and choose the cause or person you want to invest in.
Module 4 · The Family Vault
5 lessons · 3 hrs. Gather the records your family will reach for, all in one place.
Module 5 · Bring It Together
4 lessons · 1.5 hrs. Generate your Legacy Plan, prepare your family meeting, and set your review rhythm.
Plus, every month: Live Q&A with Eboni on Zoom
Bring a page you're stuck on or a conversation you're preparing for. Can't make it? Send your question ahead and watch the replay.
Every lesson follows the same simple rhythm
1
Watch: A short video where Eboni teaches one idea and shares a Legacy Story.
2
Read: Key points you can come back to anytime.
3
Write: Complete the matching pages in your Digital Legacy Planner.
4
Act: Take one small step: a task, a conversation, or a document.
One Page at a Time · $197
Introductory enrollment, one-time payment. Here's everything included:
✓ 27 video lessons across 6 modules
✓ The Digital Legacy Planner
✓ 6 printable Module Action Guides
✓ Live monthly Q&A on Zoom, with replays
✓ Lifetime access to every lesson
✓ Your completed Legacy Plan and Certificate of Completion
Secure checkout. You'll get your login right away and can start today.
Meet your guide: Eboni W. Henderson, MS, LAH
Eboni is the founder of Plan-It Eboni, an educator, and a legacy strategist with a master's degree in adult education. She helps individuals, families, and groups turn good intentions into a clear, written plan.
The Legacy Collection was born after a profound personal loss. Eboni found herself making decisions she never felt prepared to make, wishing she'd had more conversations while there was still time. This course is the guide she wishes she'd had.
Frequently Asked Questions
How long does the course take?
About 13 hours of lessons and planning. At one module a week, most people finish in about six weeks. You can go faster or slower.
Do I have to go in order?
Every module is open from day one. Starting with Module 0 is recommended, then you can move at your own pace.
What do I need?
The Digital Legacy Planner (included), about 90 minutes a week, and one person you trust to talk with along the way.
What if I can't attend the live Q&A?
Send your question ahead of time. Replays are posted in the course within 48 hours.
Is this financial or legal advice?
No. This course is for education only and is not a recommendation to buy any specific policy or product. Please speak with a licensed professional about your situation.
What is the refund policy?
All sales are final.