• This is an essential part of the process where we set up how you're going to record all the information you capture through the planning process.
[MM_Form type='custom' onSuccess='https://unfinishedbusiness.life/core-training-home/']


I've set up my workbook
(paper or online)

[MM_Form_Field type='custom' id='1' isRequired='false']

I've set up my "when I die" folder

[MM_Form_Field type='custom' id='40' isRequired='false']

[MM_Form_Button type='submit' label='SAVE AND EXIT' class='mm-button green large']

Key Takeaways

  • There's huge value in having all the important information in one place
  • There are benefits to doing this online - and it can be straightforward
  • Even if you're fully 'digital' - there will always be the need to keep some paper


If using the paper workbook - download and print this template

If using the digital workbook - follow these steps

Here's a simple tutorial on how to use google docs as your workbook