Empowered Legacy Series Online Course
Attorney-Led | Self-Paced
$597 Founding Member Rate Founding member pricing is limited and will increase without notice
The Empowered Legacy Series is a premium, workshop-style course created and led by an estate planning attorney with over twenty years of experience and a master's degree in taxation.
It is self-paced, so you can move through it on your schedule. It was created with a simple, straightforward and compassionate approach so you will actually want to finish it. And it will take you from overwhelmed and uncertain to genuinely prepared, no matter where you are starting from.
What You'll Learn
1. Understand how estate planning actually works
2. Decide between a will and a trust with confidence
3. Properly title assets and set up your accounts
4. Prepare for unexpected incapacity or medical events
5. Choose decision-makers thoughtfully
6. Clarify personal property wishes
7. Create a clear statement of your intent
8. Work through distribution decisions in a values-based way
9. Talk to your partner about tough issues
10. Prepare for an efficient, productive attorney meeting
Why it matters
The word "estate planning" makes it sound like something that belongs to wealthy people, or old people, or people who are not you. It sounds cold, legal, or final.
But when done right, estate planning is actually an act of profound love.
It’s letting your children know who will show up for them. It’s giving your partner details on how to access the accounts. It’s releasing your parents from worry and anxiety. It’s telling the people who depend on you: I thought of you. I made a plan. You will be okay.
It’s not just paperwork, it’s protection. And you deserve to walk through that process with someone who actually explains it to you, who helps you think through your real life, not a hypothetical one pulled from a legal textbook.
That is what the Empowered Legacy Series is built to do.
Client Reviews
“Kelly makes things so easy and relaxed when planning a will. I am so grateful for her advice and compassion.”
— Alex H.“Kelly has been a guide to us in areas of family legal and guardianship matters, and is aways professional and knowledgable. I highly recommend her.”
— MARISSA K.“Kelly is knowledgable and reliable, and her course is a great value for the price. Such a great resource!”
— THOmAS F. Workshop Format
How it works
Every course video in the Empowered Legacy Online Workshop is paired with a section of the Empowered Legacy Workbook: a 62-page, attorney-designed companion that moves you from watching and listening to actually making decisions.
The worksheets are where the course becomes your plan. You’ll decide and write down who you want as your trustee, how you want your property distributed, what you want your family to know. By the time you complete the Empowered Legacy Online Workshop, your worksheets be a comprehensive roadmap that you can bring to your attorney.
Course Videos
Nine 10-20 minute videos led by attorney Kelly McMahon O’Brien, J.D., LL.M., available to be watched at your own pace, on your own schedule
Attorney-guided instruction through every major estate planning decision, at a depth an attorney's office appointment rarely provides
Lifetime access to all course videos
The Workbook
A downloadable PDF of the complete 62-page Empowered Legacy Workbook
Nine worksheets, one paired with each course video, designed to capture your decisions as you make them
A fillable worksheet file ready to bring directly to your attorney appointment
About the Instructor
My name is Kelly McMahon O'Brien. I am an estate planning attorney with over twenty years of experience and an LL.M. in taxation. I have spent my career helping clients organize, protect, and align their wealth and legacy with their values in an approachable way. I have sat across from clients at every stage of life. I have watched families navigate loss with a plan in place. I have watched families struggle without one
The hardest part of this work has never been the law. It has been watching people come into my office unprepared for the decisions they are about to make. Not because they are not smart enough, but because no one prepared them. I have also watched people get partway through and stop, not because they gave up, but because no one helped them over the hard parts.
The Empowered Legacy Series is what I wish every client experienced before their first appointment. It is the preparation, the honest conversations, and the guided decisions that I could never fit into a one-hour consultation but that I have always known matter most.
This is not about you having your paperwork in order. It is about protecting what and who matters.
FAQs
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No. The Empowered Legacy Series is designed to prepare you for estate planning, whether you work with an attorney, are in the process of finding one, or are returning to update a plan you already have. What it is not is a substitute for legal advice specific to your situation.
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No, and it is not meant to be. The Empowered Legacy Series is preparation, education, and guidance. It helps you make the decisions, have the conversations, and get organized before or alongside working with an attorney. Most clients find that completing the series first saves them significant time and money in legal fees.
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Yes. While some content references Montana-specific laws and probate procedures, the vast majority of the course applies everywhere. The decision-making frameworks, the family conversations, the values work, and the organizational tools are universal. If you have family and assets, this is for you.
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Possibly. If your will was drafted more than a few years ago, if your family has changed, if you have acquired new assets, or if you have never fully understood what your documents actually say, this course will be valuable. Most people discover significant gaps once they do this work.
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Yes. Estate planning is about far more than asset distribution. It is about who makes medical decisions on your behalf, who raises your children, and what happens to your accounts and property when you are gone, regardless of how much or how little that involves. If people depend on you, you need a plan.
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The Empowered Legacy Series is self-paced, so the honest answer is: as long as you need. Each of the nine modules is designed to be completed in a single sitting of 10 to 20 minutes. Most people move through the full course in about 30 days. Some take longer. A few move through it all in a weekend. The course is designed to fit your life, not the other way around. The only requirement is that you begin.
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This course will help you identify those questions. For answers specific to your circumstances, a consultation with an estate planning attorney, including potentially with my office if you are located in Montana, is the appropriate next step.
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The Empowered Legacy Series represents expert legal knowledge, years of professional experience, and intellectual property that is delivered in full at the moment of purchase. Because this is a digital product with immediate access, all sales are final after 7 days. whether or not you complete the workshop series. This policy reflects the nature and value of this work, not a limitation on my confidence in it.
Just need to get organized?
Shop the Estate Planning Organizer, a guided workbook designed to bring clarity and structure to the estate planning process. Perfect for those who prefer a tangible workbook they can complete at their own pace and keep securely stored.
