Could your loved ones access your accounts? Find your documents? Get to your assets, or would they spend months piecing together a financial picture you never gave them?
Georgetown Law · 25 Years · 250K+ Families Protected
In Under Three Hours, Become Your Family's Own Best Legal, Insurance, Financial, and Tax Advisor
The systems that govern your money and your family's future were built for people with advisors on retainer. Everyone else gets sold products by professionals paid on commission, and told to trust the process.
There's another way: learn enough to see the whole board yourself. Know what you need, what you don't, what you can do on your own, and exactly when to bring in a professional you now know how to evaluate.
First in my class at Georgetown Law, two million-dollar businesses built, and I still learned this the expensive way. This course is everything I wish someone had handed me.
20+ years of estate planning expertise
250,000+ families protected
30-day money-back guarantee
One-time investment. Six modules. Three bonuses. 30-day guarantee.
Two minutes that could change how you see everything.
The Family Protection Gap
Most Families Think They’re Covered. They’re Not.
You're doing your best. You work hard, show up, and you are either building something worth leaving behind, or you already did, and you are looking back on a life well-lived with assets you've created.
And yet, if something happened to you tomorrow, whether from an accident, an illness, or an emergency that came without warning, would your family know what to do and who to turn to for support?
What about your digital life: your photos, your devices, your online accounts, the assets that exist only as passwords no one else has?
Would your money reach the people you love, or get tied up in court, taxed at every turn, lost to legal fees, conflict or confusion while your family grieves?
The Harder Truth
Here's the harder truth: the legal, insurance, financial, and tax systems were not designed with your family's best interests as the priority. They favor the ultra wealthy who know how to navigate the system, or have advisors who do. Most of us were never taught how, and often our advisors aren't incentivized to teach us.
A Will Is Only a Start
A will or a trust is a good start, but it's really only that: a start. Most think it's the end. It's not. A will alone could leave your children temporarily in the care of strangers, your assets stuck in court, and your most important wishes unenforceable. And it does nothing to protect you if you become sick, injured or otherwise incapacitated before you die.
Advice Can Be Fragmented
An insurance professional is selling you a product so complex it can be hard to know if you've really got what you need. A financial advisor's compensation structure often leaves them on the opposite side of the table from your best interests. And your tax pro is likely just trying to get as many returns out the door as possible, with no incentive to make sure you pay less and keep more.
The good news: every one of these gaps is closable. You can become your own best advisor, in a weekend.
MEET YOUR GUIDE
Why This Course Was Built
Ali Katz graduated first in her class from Georgetown Law. Her first job out of law school was at Charlie Munger’s firm, working on transactions for Warren Buffett, where she saw up close how the wealthiest families in the country protect what they’ve built.
And then she got a 401(k) enrollment form.
It was filled with investment options, strings of letters and numbers that looked like alphabet soup. She didn’t understand any of it. So she closed her eyes, put her finger down on the paper, and hoped for the best.
That moment, first in her class, working at one of the most prestigious firms in the country, and still completely lost when it came to her own financial decisions, is why this course exists.
She spent years working with families at every level of wealth, and noticed the same thing everywhere she looked: most estate plans had the same critical holes, and the hourly billing or one-time flat fee model that produced them wasn’t designed to close them.
She was also a single mother who, despite being a legal expert, despite appearing on television as a family financial authority, made legal and financial mistakes that cost her more than $2 million and ultimately drove her into bankruptcy.
She rebuilt. And what she learned in the process is exactly what this course is designed to support you with, so you don’t have to go to law school, get an MBA, or make expensive mistakes learning the hard way.
What followed was a twenty-five-year career building something different: Personal Family Lawyer®, the Kids Protection Plan®, LIFT — Legal, Insurance, Financial and Tax® systems, and the Life & Legacy Planning® framework now used by estate planning attorneys across the country, and a network of firms that has kept more than $25 billion in family assets out of courts and conflict. Her companies have appeared on the Inc. 5000 list seven years.
"Ali built LIFTed Family because she believes the education that protects families shouldn’t be available only to people who can afford $500 to $1,250 an hour legal services. Everyone deserves to make eyes-wide-open decisions about their life and legacy, regardless of how much they have. And there’s no shame or embarrassment in not knowing this already. If she didn’t know it, even with all her education and experience, why would you?"
25+
Years of Legal Expertise
250K+
Families Protected
$25B+
In Assets Secured
Introducing the LIFTed Family Course
LIFTed Family is a step-by-step education designed to give you legal and financial peace of mind for your family, through short videos you can watch with the people you love, on your own time, making you smarter and more confident each step of the way.
In under three hours, you'll understand how to plan for and protect your children, your assets, your digital life, and your wishes. You'll know what you can handle yourself and when you need a professional. And you'll have the foundational knowledge and the right questions to ask in order to evaluate whether the advisors you work with are actually working for you.
This is the legal and financial education you need, and never received.
THE FRAMEWORK
The Four Pillars of Family Protection
Most legal and financial advice addresses one piece of the puzzle. A gap in any one of them can unravel the rest. LIFTed Family covers all four.
✓ LEGAL
A will tells the court what you wanted. It doesn't keep your family out of court. It doesn't protect your children from temporary placement with strangers while the legal process catches up. It doesn't cover what happens if you're incapacitated, alive but unable to manage your own affairs.
The Legal module covers what a complete plan actually requires. We also cover what you can do yourself, and what genuinely requires the support of an attorney. You'll learn the difference between naming guardians to raise your children and naming trustees to manage their money. They don't have to be the same people, and often shouldn't be.
✓ FINANCIAL
Most financial advice starts with a number, a target you're supposed to hit before you can feel secure.
This module starts somewhere different: with how you think about money now, and the practical decisions that let you build toward financial liberation, rather than the lie of "financial freedom."
You'll learn the difference between chasing an ever-moving goalpost and building a grounded, clear relationship with money that lets you make confident decisions now.
✓ INSURANCE
Insurance agents are either paid on commission or paid to take orders. That structural fact shapes every recommendation they make (or don't).
Insurance says I love you. It's something you buy entirely for the people you care about. The question isn't whether you need it. It's how much, what type, and whether the policy you're being sold serves your family or your agent's quota.
The Insurance module teaches you what coverage you actually need, how much of it, and how to evaluate recommendations independently, so you can tell when a high-commission product is actually worth it, and when it's not.
✓ TAX
The tax code is not neutral. It was built by people with accountants, and it rewards people who understand it.
The Tax module gives you the foundational strategies that wealthy families use to minimize tax exposure across their lifetimes and through generational transfer, made legible and actionable for everyone else.
WHAT YOU GET
Everything Inside LIFTed Family
✓ MODULE 1
The Seven Principles of Eyes-Wide-Open Planning
Before the frameworks and documents, a foundation: how to become your own best advisor, evaluate the professionals you work with, and understand that your Time, Energy, Attention, and Money — your TEAM resources — are worthy of your protection and stewardship. Most people have never been taught to think about what they have in this way, and it costs their families dearly across generations.
✓ MODULE 2 · LEGAL
Beyond the Will
Most people don't know that even a valid will can result in their children being placed temporarily with strangers while the courts process what you've left behind. This module covers what a complete legal plan actually requires, and the six mistakes even experienced lawyers routinely make when helping families name guardians for their children. You'll also learn about a document most estate planning attorneys never mention: a simple, tangible fix that can ensure your children are never taken into the care of authorities, even for a night, while your family scrambles to respond. Right now, if you have minor children or children with special needs, or pets, and no legally valid plan in place, a judge who has never met your family will decide who raises them. Not your sister. Not your closest friend. Not their godparents. A judge. In a court process. Based on whatever documentation exists or doesn't.
✓ MODULE 3 · INSURANCE
What You Actually Need
Insurance is the pillar most families either over-buy or under-buy, usually because the person advising them has a commission structure that doesn't align with their interests. This module gives you the framework to evaluate your coverage independently: what types you need, how much, and the questions to ask before you sign anything.
✓ MODULE 4 · FINANCIAL
The Path to Liberation
Most financial advice starts with a number, a target you're supposed to hit before you can feel secure. This module starts somewhere different: with how you think about money now, and the practical decisions that let you build toward financial liberation, rather than the lie of "financial freedom." You'll learn the difference between chasing an ever-moving goalpost and building a grounded, clear relationship with money that lets you make confident decisions now.
✓ MODULE 5 · TAX
Strategies Across a Lifetime
The tax code rewards those who understand it. This module covers practical strategies to minimize your tax exposure now and through generational transfer, including the planning decisions that, made too late, cost families significantly more than they had to pay.
✓ MODULE 6
Your Custom Strategy
No two families are identical. This module helps you synthesize everything from the course into a plan that fits your specific situation: your assets, your family structure, your gaps, and your next concrete steps.
The LIFTed Family Workbook
Interactive exercises, checklists, and pre-built templates that let you apply every lesson directly to your family, including your Life & Legacy Inventory, the single document that shows your loved ones exactly what you have, where it is, and how to access it. We've done 90% of the work. You fill in the blanks.
FREE BONUS INCLUDED
When You Sign Up Today, You'll Also Receive
Three bonuses included at no extra cost.
BONUS #1 — VALUE $500
5 Steps to DIY Your Own Estate Plan
Included with your LIFTed Family Course enrollment.
BONUS #2 — VALUE $97
AI Estate Planning Assistant
Questions at 2 AM? The AI assistant is trained on 25 years of Ali's legal expertise and her bestselling book. Accurate, plain-language answers without the four-figure attorney bill.
BONUS #3 — VALUE $397
Kids Protection Plan®
Legal Guardian Nomination: Quickly and easily create a legal document to name guardians for your children in just 10 minutes, ensuring they are cared for by trusted individuals.
Avoid Court and Conflict: Legally naming guardians keeps your family out of court and prevents expensive conflicts, ensuring a judge won't decide who raises your children or manages your assets.
Comprehensive Planning: The plan covers both long-term and short-term guardianship, caregiver instructions, and includes medical powers of attorney, ensuring your children are never taken into state custody and are raised according to your values.
Real Families. Real Results.
After 25 Years in Estate Planning, We've Helped Countless Families Step Into Security
★★★★★
"My life changed forever"
Completing the trust work this summer brought me immense peace of mind. You've helped me see the importance of getting everything in order so we can leave things for those we love in a meaningful way if something happens.
KC Baker
★★★★★
"These videos are amazing."
OMG! Ali is speaking my language: mindfulness, coaching, energy, frequency, and applying it through a financial lens to present moment immediate and global family community cultivation and legacy. This is definitely a message from the universe.
Judith H.
Why Now
Why Families Wait,
and Why That's Costly
Most people wait to do their estate planning for one of three reasons:
- 1. It feels overwhelming. You don't know where to start, so you don't start at all.
- 2. You think you'll get to it later. When the kids are older. When you have more money. When there's more time.
- 3. You're not sure what "done" looks like. So even if you've started, you don't know if you've actually finished.
Here's what happens while you wait:
- Your children remain unprotected. If something happens to you before you've named legal guardians, a judge decides.
- Your assets stay vulnerable. Probate, taxes, and legal fees can consume a significant share of what you leave behind, and the process can drag on for a year or more.
- Your family stays in the dark. They don't know your wishes, where your accounts are, or how to access anything.
- You keep overpaying on taxes and insurance, because you don't know the questions to ask.
Everything You Get
Everything You Get When You Enroll Today
- LIFTed Family Course (6 Modules) $497
- The LIFTed Family Workbook Included
- Bonus: 5 Steps to DIY Your Own Estate Plan $500
- Bonus: AI Estate Planning Assistant $97
- Bonus: Kids Protection Plan® $397
- 30-Day Money-Back Guarantee Included
Your Investment Today
$497
MONEY BACK GUARANTEE
30-Day Money-Back Guarantee
If after completing the course you don't see a transformation in your peace of mind around protecting and providing for your family, just email us at [email protected] and we'll refund the cost. — Ali Katz
STILL NOT SURE?
Frequently Asked Questions
What is the LIFTed Family Course?
LIFTed Family is the legal, insurance, financial, and tax education every family needs to make confident, eyes-wide-open decisions, now and as your life changes. It walks you through naming guardians for your children, setting up legally valid healthcare and financial decision-makers for yourself, and building a plan that actually holds up when your family needs it most.
I already have a will. Do I still need this?
Yes, and here’s why: a will alone is often not enough. It typically can’t keep your family out of probate court. It may not protect your children from a temporary placement with strangers while the legal process sorts itself out. And it almost certainly doesn’t address your insurance gaps, financial plan, tax exposure, or digital assets.
LIFTed Family helps you evaluate what you already have, identify the six most common mistakes families make with guardian designations, and close the gaps before they become crises.
What about my digital assets — accounts, passwords, crypto, photos?
This is one of the most significant gaps in most families’ plans, and one of the least-discussed. The Legal module covers your digital legacy directly: how to ensure the people you love can access your accounts, devices, and digital assets, and how to handle assets like cryptocurrency that exist only as a seed key no one else has.
We also cover what happens to your digital content — photos, documents, creative work — and how to make sure it’s preserved and accessible according to your wishes.
I don’t have a lot of assets right now. Is this for me?
This is especially for you. The less you have, the more every dollar matters, and the more a legal misstep or court process can cost your family. LIFTed Family shows you exactly how to protect what you have so it can grow.
I feel embarrassed that I don’t already know this stuff. Should I?
Absolutely not. Ali graduated first in her class from Georgetown Law, worked at one of the most prestigious firms in the country, and still didn’t understand her own 401(k) enrollment form when it landed on her desk. She closed her eyes and pointed at random.
If she didn’t know this with all her education and experience, why would you? There is no shame or embarrassment in not knowing this. That’s exactly why this course exists, so you can learn it now, without having to learn it the expensive way.
How much time does this take?
Plan for 2–3 hours to go through the course, and another 1–2 hours to implement your LIFTed Family Plan. Most people find it easier than they expected, because we’ve already done 90% of the work. You fill in the blanks.
How does the money-back guarantee work?
If after completing the course you don't see a transformation in your peace of mind around protecting and providing for your family, just email us at [email protected] and we'll refund the cost.
Your Family Deserves a Plan. This Is How You Build One.
Every Parent Has the Same Silent Fear.
"If something happens to me, what happens to my kids? How can I be sure they're protected and provided for? Am I missing something? What else do I need to do?"
My mom always said: "Make sure you wear clean underwear, in case you get in a car accident."
No one expects bad things to happen. But if you're not prepared, you can create a lot of drama, strife, and heartbreak for the people you love most.
Learn to protect and provide for your family with your eyes wide open
Save thousands of dollars in expensive mistakes
Name legal guardians for your kids — the right way
A simple step-by-step financial plan you can actually follow
Unlock priceless insurance and tax strategies
Just $497 for a lifetime of security
One-time investment. Six modules. Three bonuses. 30-day guarantee.
© 2026 Terms & Conditions Results cannot be guaranteed. Individual outcomes vary.