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 educated, prepared, protected, and then planned. By the end you'll understand your whole plan and know exactly what to do next. No legal or financial background needed.
5 short sessions · about 2 hours total · 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, 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 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.
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.
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
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. Over one week, Katie connects every one of these worries to a clear, doable step. Five sessions, each with a worksheet, 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 live or 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, that's exactly who this class is built for. No legal or financial background needed.
Five sessions over one week. Watch each one live with Katie or on your own time, whenever it works for you, with a worksheet that captures everything. The videos are yours to keep, forever.
How the week works
1
Watch
Watch each session live with Katie or on your own time, whenever it works for you.
2
Worksheet
A worksheet 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.
01Start here
Getting organized
Session 1 · Live With Katie, Replay Included · Worksheet
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.
02If you got sick
If you couldn't speak for yourself
Session 2 · Live With Katie, Replay Included · Worksheet
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.
03If a spouse or parent couldn't
Money, and who can step in
Session 3 · Live With Katie, Replay Included · Worksheet
What you'll learn
What a financial power of attorney does, and what it doesn't
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.
04If you have kids
Who would raise them
Session 4 · Live With Katie, Replay Included · Worksheet
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 straightforward for whoever steps in
You'll walk away
Having made the choice yourself, instead of leaving it to a judge.
05Bring it home
Making it real, and what's next
Session 5 · Live With Katie, Replay Included · Worksheet
What you'll learn
How signing generally works: printing, witnesses, and notary
How to store everything so your family can actually find it
A live Q&A where Katie walks through the questions she hears most
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
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.
Live in Michigan? Your foundational documents are included, financial power of attorney, healthcare (Patient Advocate, Living Will, HIPAA), and guardianship, prepared according to Michigan's requirements and ready to create and sign. Everywhere else, your price is locked in, and your documents are ready the moment your state opens.
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. · webinar attendee
"I am amazed at what you've made. This felt so doable and just so important."
Erin H. · Mitzi customer
Good questions
Is this mostly about dying?
No. Most of it is about protecting yourself and your family while you're alive: who decides if you're sick, who can step in with money, who raises your kids. A small part covers what happens after.
I don't have much time, and this feels overwhelming. Is it a lot?
No. It's five short sessions, about 2 hours in total, and you go at your own pace. Watch live or 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.
When does it run?
The founding cohort runs over one week, one session at a time. Watch each session live with Katie or on your own time, whenever it works for you, and 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.
What if I have questions during the week?
You're never on your own. During your week you can email the Mitzi team and a real person will reply with general educational information to help you understand your options. If you join the first cohort live, you can ask Katie your questions in the live sessions too. The one thing we can't do is give advice about your specific situation, or anyone else's, that's what a licensed attorney in your state is for.
Is this legal advice?
No. Mitzi is not a law firm and creates no attorney-client relationship. The program is general education, and 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 founding cohort
Life keeps going. Be ready for the hard parts.
A small group with limited spots, one focused week, live with Katie. Join while seats last.
The class is for women everywhere. The documents are live in Michigan today, with more states rolling out.
In Michigan
Learn it, prepare it, and walk out with your documents created and signed by the end of the week.
Everywhere else
Learn it and get your whole plan mapped, so you're ready the moment your state opens. Early access when it does, at the price you locked in.
This page is for general educational purposes only and does not constitute legal advice. Mitzi is not a law firm and creates no attorney-client relationship. Mitzi is a self-guided document preparation platform that generates documents according to your state's requirements, currently available in Michigan. Estate planning laws vary by state. Please consult a licensed attorney for guidance specific to your situation.
The Program
A guided class for women · taught by an attorney
Stop carrying the worry. Take control and understand it.
Katie walks you through all of it: how to get educated, prepared, protected, and then planned. By the end you'll understand your whole plan and know exactly what to do next. No legal or financial background needed.
5 short sessions · about 2 hours total · at your pace
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?
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, 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 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.
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.
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
What the program gives you
You don't need to know what "estate planning" even means. Over one week, Katie connects every one of these worries to a clear, doable step. Five sessions, each with a worksheet, 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 live or on your own time, whenever it works for you.
Five sessions over one week. Watch each one live with Katie or on your own time, whenever it works for you, with a worksheet that captures everything. The videos are yours to keep, forever.
1
Watch
Watch each session live with Katie or on your own time, whenever it works for you.
2
Worksheet
A worksheet 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.
01Start here
Getting organized
Session 1 · Live With Katie, Replay Included · Worksheet
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.
02If you got sick
If you couldn't speak for yourself
Session 2 · Live With Katie, Replay Included · Worksheet
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.
03If a spouse or parent couldn't
Money, and who can step in
Session 3 · Live With Katie, Replay Included · Worksheet
What you'll learn
What a financial power of attorney does, and what it doesn't
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.
04If you have kids
Who would raise them
Session 4 · Live With Katie, Replay Included · Worksheet
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 straightforward for whoever steps in
You'll walk away
Having made the choice yourself, instead of leaving it to a judge.
05Bring it home
Making it real, and what's next
Session 5 · Live With Katie, Replay Included · Worksheet
What you'll learn
How signing generally works: printing, witnesses, and notary
How to store everything so your family can actually find it
A live Q&A where Katie walks through the questions she hears most
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
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.
Live in Michigan? Your foundational documents are included, financial power of attorney, healthcare (Patient Advocate, Living Will, HIPAA), and guardianship, prepared according to Michigan's requirements and ready to create and sign. Everywhere else, your price is locked in, and your documents are ready the moment your state opens.
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. · webinar attendee
"I am amazed at what you've made. This felt so doable and just so important."
Erin H. · Mitzi customer
Good questions
Is this mostly about dying?
No. Most of it is about protecting yourself and your family while you're alive: who decides if you're sick, who can step in with money, who raises your kids. A small part covers what happens after.
I don't have much time, and this feels overwhelming. Is it a lot?
No. It's five short sessions, about 2 hours in total, and you go at your own pace. Watch live or 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.
When does it run?
The founding cohort runs over one week, one session at a time. Watch each session live with Katie or on your own time, whenever it works for you, and 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.
What if I have questions during the week?
You're never on your own. During your week you can email the Mitzi team and a real person will reply with general educational information to help you understand your options. If you join the first cohort live, you can ask Katie your questions in the live sessions too. The one thing we can't do is give advice about your specific situation, or anyone else's, that's what a licensed attorney in your state is for.
Is this legal advice?
No. Mitzi is not a law firm and creates no attorney-client relationship. The program is general education, and 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 founding cohort
Life keeps going. Be ready for the hard parts.
A small group with limited spots, one focused week, live with Katie. Join while seats last.
The class is for women everywhere. The documents are live in Michigan today, with more states rolling out.
In Michigan
Learn it, prepare it, and walk out with your documents created and signed by the end of the week.
Everywhere else
Learn it and get your whole plan mapped, so you're ready the moment your state opens. Early access when it does, at the price you locked in.
This page is for general educational purposes only and does not constitute legal advice. Mitzi is not a law firm and creates no attorney-client relationship. Mitzi is a self-guided document preparation platform that generates documents according to your state's requirements, currently available in Michigan. Estate planning laws vary by state. Please consult a licensed attorney for guidance specific to your situation.
