Stop carrying the worry. Take control and understand it.
Whether you're trying to understand this for yourself, or you're worried about being left with a mess from someone else, we'll cover all of it.
Katie walks you through all of it: how to get informed, prepared, and protected. By the end you'll understand estate planning. No legal or financial background needed.
5 sessions · about 40 minutes each · at your pace
Taught by Katie Katz, an estate planning attorney by background and founder of Mitzi.
Katie spent 15+ years advising ultra-wealthy families at a law firm and private bank, the kind of guidance that costs $$$ and saves families millions. 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 what you need to know to get prepared and protected, so you and the people you love aren't left in a panic when something unexpected happens.Katie Katz, estate planning attorney by background
Who this is for
Most 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. No one teaches you this in school. Most people are forced to learn it the hard way, when someone dies unexpectedly or gets sick, and they're suddenly managing an unfamiliar process while grieving, often when it's too late to do anything about planning that was poor or missing. It doesn't have to happen that way. That's the whole reason this class exists.
This class is for you if
·You're planning for yourself and your partner
·You're single, and want to know it's all handled
·You're divorced or remarried, with a fuller picture to sort out
·You're a mom, and your kids are the whole reason you're here
·You don't have kids, and want things in order for whoever steps in
·You're the one helping your parents get organized
·You're caring for an aging parent or an adult loved one who relies on you
·You have pets and want to know they'd be cared for
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 program gives you
You don't need to know what "estate planning" even means. Session by session, Katie connects every one of these worries to a clear, doable step. Five sessions, each with a workbook, and Katie walking you through every step, including how to choose who would step in for you, and how to talk to them about it. Watch each one on your own time, whenever it works for you.
If it's ever felt overwhelming, or you've never been sure why it even matters, this class is built for exactly that. No legal or financial background needed.
Five sessions, one a day for five days, or all at once. Watch on your own time, whenever it works for you, with a workbook that captures everything. The videos are yours to keep, forever.
How the week works
1
Watch
Watch each session on your own time, whenever it works for you.
2
Workbook
A workbook for each session, so the answers are written down, not just understood.
3
What's next
End the week understanding your whole plan and knowing the next step to take.
1Getting organized
Session 1 · Taught by Katie · Workbook
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
Basic document management: how to stay on top of your records and documents in a digital world, where some things live online but others still need to exist on paper
A clear system for keeping everything current and in one place, so you, and the people who’d step in, can actually find what matters
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.
2Medical decisions
Session 2 · Taught by Katie · Workbook
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.
3Financial decisions
Session 3 · Taught by Katie · Workbook
What you'll learn
What a financial power of attorney does, and what it doesn't
Why banks and other institutions often can't step in when no one has been named, and how naming someone ahead of time 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.
4Who cares for people and pets
Session 4 · Taught by Katie · Workbook
What you'll learn
What generally happens to the people, and pets, who depend on you if you can no longer care for them
Why putting your wishes in writing matters for minor children, and what a court may decide if no one is named
If you care for an aging parent, or an adult child or sibling who can't fully care for themselves, how planning can help make sure someone you trust is set up to step in
Who would take in your pets, and how to make sure they're cared for too
How to choose the people you'd name, and how to talk to them about it
No one depending on you right now? How to get organized so things are straightforward for whoever steps in for you
You'll walk away
Having thought through who would care for the people, and animals, who count on you, and started making that choice yourself, rather than leaving it entirely to a court.
5Making it real, and what's next
Session 5 · Taught by Katie · Workbook
What you'll learn
How signing generally works: printing, witnesses, and notary
How to store everything so your family can actually find it
Katie walks through the questions she hears most often
Digital tools versus working with an attorney, and understanding what's right for you and your family
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 and your records current and stored securely as life changes, so what you have always reflects where things actually stand
You'll walk away
Understanding how to turn your decisions into documents prepared for your state, and knowing your exact next step, wherever you live.
Watch the first session. If it's not for you, email us for a full refund.
What women are saying about Mitzi
"Katie is SO good at this. That was really great. She makes something overwhelming feel completely manageable."
Shelley W.
"I am amazed at what you've made. This felt so doable and just so important."
Erin H.
Good questions
Is this mostly about dying?
No. Most of it is about protecting yourself and your family while you're alive: who makes your medical decisions if you can't, who can step in with money, and who would raise your kids. A small part covers what happens after.
I don't have much time, and this feels overwhelming. Is it a lot?
No. Five sessions, about 40 minutes each, and you go at your own pace. Watch whenever it works for you. We made it this way precisely because the topic can feel like a lot.
What if it's not for me?
Watch the first session. If it's not for you, email us for a full refund. No hard feelings.
Do I need to know anything going in?
No. That's the whole point. Katie teaches you what you need to know as you go.
How does it work?
All five sessions open Monday, August 17. Do one session per day or all at once, whatever you prefer. The videos are yours to keep.
I already know what I want. Do I have to take the class?
The program is built for women who want to understand it first, then create their own documents with confidence. You don't need any prior knowledge to start.
Is this legal advice?
No. Mitzi is not a law firm and creates no attorney-client relationship. The class is general education, taught as general concepts that are not specific to any state, so nothing in it is state-specific advice. Mitzi is a self-guided document preparation platform, not a substitute for advice from a licensed attorney. Estate planning laws vary by state, so please consult an attorney for guidance specific to your situation.
Join the program
Life keeps going. Be ready for the hard parts.
Five sessions, five workbooks, taught by Katie. Sessions open Monday, August 17.
Bringing this to your team or organization? Contact rachel@hellomitzi.com for corporate pricing.
Have questions? Contact help@hellomitzi.com
Not ready to join yet?
Join the Mitzi email list and be the first to hear when the next one opens.
You're on the list ✓ We'll be in touch.
This page and the class are for general educational purposes only and do not constitute legal advice. The class teaches general concepts that are not specific to any state, and nothing in it is legal advice for your state or your situation. Mitzi is not a law firm and creates no attorney-client relationship. Mitzi's self-guided documents are currently available in Michigan. Estate planning laws vary by state. Please consult a licensed attorney for guidance specific to your situation.
Stop carrying the worry. Take control and understand it.
Katie walks you through all of it: how to get informed, prepared, and protected. By the end you'll understand estate planning. No legal or financial background needed.
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 something happened to your parents and left you a mess?
And who would raise your kids if it came to that?
Watch Katie introduce the class
Who teaches it
Katie Katz
Estate planning attorney · Mitzi founder
Katie spent 15+ years advising ultra-wealthy families at a law firm and private bank, the kind of guidance that costs $$$ and saves families millions. 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 what you need to know to get prepared and protected, so you and the people you love aren't left in a panic when something unexpected happens.Katie Katz, estate planning attorney by background
Who this is for
Most 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. No one teaches you this in school. Most people are forced to learn it the hard way, when someone dies unexpectedly or gets sick, and they're suddenly managing an unfamiliar process while grieving, often when it's too late to do anything about planning that was poor or missing. It doesn't have to happen that way. That's the whole reason this class exists.
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.
This class is for you if
·You're planning for yourself and your partner
·You're single, and want to know it's all handled
·You're divorced or remarried, with a fuller picture to sort out
·You're a mom, and your kids are the whole reason you're here
·You don't have kids, and want things in order for whoever steps in
·You're the one helping your parents get organized
·You're caring for an aging parent or an adult loved one who relies on you
·You have pets and want to know they'd be cared for
What the program gives you
You don't need to know what "estate planning" even means. Session by session, Katie connects every one of these worries to a clear, doable step. Five sessions, each with a workbook, and Katie walking you through every step, including how to choose who would step in for you, and how to talk to them about it. Watch each one on your own time, whenever it works for you.
Five sessions, one a day for five days, or all at once. Watch on your own time, whenever it works for you, with a workbook that captures everything. The videos are yours to keep, forever.
1
Watch
Watch each session on your own time, whenever it works for you.
2
Workbook
A workbook for each session, so the answers are written down, not just understood.
3
What's next
End the week understanding your whole plan and knowing the next step to take.
1Getting organized
Session 1 · Taught by Katie · Workbook
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
Basic document management: how to stay on top of your records and documents in a digital world, where some things live online but others still need to exist on paper
A clear system for keeping everything current and in one place, so you, and the people who’d step in, can actually find what matters
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.
2Medical decisions
Session 2 · Taught by Katie · Workbook
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.
3Financial decisions
Session 3 · Taught by Katie · Workbook
What you'll learn
What a financial power of attorney does, and what it doesn't
Why banks and other institutions often can't step in when no one has been named, and how naming someone ahead of time 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.
4Who cares for people and pets
Session 4 · Taught by Katie · Workbook
What you'll learn
What generally happens to the people, and pets, who depend on you if you can no longer care for them
Why putting your wishes in writing matters for minor children, and what a court may decide if no one is named
If you care for an aging parent, or an adult child or sibling who can't fully care for themselves, how planning can help make sure someone you trust is set up to step in
Who would take in your pets, and how to make sure they're cared for too
How to choose the people you'd name, and how to talk to them about it
No one depending on you right now? How to get organized so things are straightforward for whoever steps in for you
You'll walk away
Having thought through who would care for the people, and animals, who count on you, and started making that choice yourself, rather than leaving it entirely to a court.
5Making it real, and what's next
Session 5 · Taught by Katie · Workbook
What you'll learn
How signing generally works: printing, witnesses, and notary
How to store everything so your family can actually find it
Katie walks through the questions she hears most often
Digital tools versus working with an attorney, and understanding what's right for you and your family
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 and your records current and stored securely as life changes, so what you have always reflects where things actually stand
You'll walk away
Understanding how to turn your decisions into documents prepared for your state, and knowing your exact next step, wherever you live.
Watch the first session. If it's not for you, email us for a full refund.
What women are saying about Mitzi
"Katie is SO good at this. That was really great. She makes something overwhelming feel completely manageable."
Shelley W.
"I am amazed at what you've made. This felt so doable and just so important."
Erin H.
Good questions
Is this mostly about dying?
No. Most of it is about protecting yourself and your family while you're alive: who makes your medical decisions if you can't, who can step in with money, and who would raise your kids. A small part covers what happens after.
I don't have much time, and this feels overwhelming. Is it a lot?
No. Five sessions, about 40 minutes each, and you go at your own pace. Watch whenever it works for you. We made it this way precisely because the topic can feel like a lot.
What if it's not for me?
Watch the first session. If it's not for you, email us for a full refund. No hard feelings.
Do I need to know anything going in?
No. That's the whole point. Katie teaches you what you need to know as you go.
How does it work?
All five sessions open Monday, August 17. Do one session per day or all at once, whatever you prefer. The videos are yours to keep.
I already know what I want. Do I have to take the class?
The program is built for women who want to understand it first, then create their own documents with confidence. You don't need any prior knowledge to start.
Is this legal advice?
No. Mitzi is not a law firm and creates no attorney-client relationship. The class is general education, taught as general concepts that are not specific to any state, so nothing in it is state-specific advice. Mitzi is a self-guided document preparation platform, not a substitute for advice from a licensed attorney. Estate planning laws vary by state, so please consult an attorney for guidance specific to your situation.
Join the program
Life keeps going. Be ready for the hard parts.
Five sessions, five workbooks, taught by Katie. Sessions open Monday, August 17.
Bringing this to your team or organization? Contact rachel@hellomitzi.com for corporate pricing.
Have questions? Contact help@hellomitzi.com
Not ready to join yet?
Join the Mitzi email list and be the first to hear when the next one opens.
You're on the list ✓ We'll be in touch.
This page and the class are for general educational purposes only and do not constitute legal advice. The class teaches general concepts that are not specific to any state, and nothing in it is legal advice for your state or your situation. Mitzi is not a law firm and creates no attorney-client relationship. Mitzi's self-guided documents are currently available in Michigan. Estate planning laws vary by state. Please consult a licensed attorney for guidance specific to your situation.
