Description
Succession, incapacity, and continuity planning for business owners — before you need it.
Most business owners focus on growth. Few think about what happens to their clients, team, and assets if they become incapacitated or pass away unexpectedly. For business owners, estate planning isn’t just a personal matter — it’s a business continuity issue.
This masterclass connects personal estate planning with business protection, helping founders understand how the two are intertwined and what steps to take now.
The goal is not to create anxiety, but to replace it with a clear, actionable plan.
You’ll learn:
- What happens to your business legally if you become incapacitated or pass away
- The difference between personal and business succession planning
- Key documents every business owner needs beyond a basic will
- How to protect your clients, team, and assets during an unexpected transition
- Common gaps business owners overlook when doing personal estate planning
- How to start the conversation with family members and business partners


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