TPT Seller Posthumous Planner - Estate Planning Document - Business Organization

Don't leave the management--or even existence--of your business to chance. Plan NOW for someone else to own and/or run the store you've put years into building.

This 53-page planner has been evaluated by an estate attorney, but its contents do not constitute legal advice.

This planner is a living, growing document that will be updated regularly. To receive notifications of updates, make sure to join Angie's email list. The link is found in the introductory letter.

CONTENTS

Letter to the Seller

Notifications

General Business Information

Passwords

Contact Information

Organizational Chart

Revenue Streams

Affiliate Partnerships

Billed Memberships, Subscriptions, and Services

Trademarks and Copyright

Standard Operating Procedures

Other Digital Resource Sale Platforms

LLC/Incorporation Documentation

TPT Information & Practices

TPT Basics

Terms of Use

Product Inventory

Customer Service Practices

Historical Sales Data

Resource Work Flow

Contracts

The Basics of Leaving Your Business to Someone

Store Value Calculator

Management Agreement

Financial Information & Taxes

Financial Snapshot

Current Profit-Loss Statement (Linked Template)

Banking Information

Taxes

Monthly Payroll Procedure: State

Monthly Payroll Procedure: Federal

Marketing

Branding Guidelines

Customer Base

Website Information

Resource Promotion Schedule

Social Media Platforms

Email Marketing

Facebook Ads

SUGGESTIONS FOR USE

◈Complete the document and give it to your estate attorney as a foundation for planning your will or trust.

◈Use the planner to make decisions about the way you want your business run after you pass.

◈Use the planner to organize your business information in preparation to sell.

◈Improve efficiency now by having all your business information in one place.

◈Fill it out and hand it off to a new integrator or VA.

◈Have a VA do some of the heavy lifting!

RAVE REVIEWS

⭐⭐⭐⭐⭐The value of this resource can't be emphasized enough! I truly appreciate the time and effort you put into this Angie, thank you! Stephanie's History Store

⭐⭐⭐⭐⭐This was precisely what I wanted it!!! My husband always knew my what-if plan, but now it's written down and official. I feel so much better having this in place for both my business and store. It's so helpful to overprepare. I now know my family will be supported, and the business that I put so much time into will continue for many years to come.

Passion for Social Studies

⭐⭐⭐⭐⭐Outstanding! Angie has thought of everything. This is going to make this process so much easier. Now, I can finally have peace of mind that I am leaving my business in good hands. Thank you so much, Angie! You are the best!

Trina Deboree

⭐⭐⭐⭐⭐This is so thoughtfully put together and gives me peace of mind. This is vitally important, and Angie has done a thorough job.

J.B.

⭐⭐⭐⭐⭐Oh my goodness, this is an incredible product. I already have a posthumous planner, but this one is so much more thorough and offers so much more help to my heirs. For example, I never thought of including my SOPs with explainer videos and my marketing schedule. Those are two very important aspects of the business for anyone who will be taking it over. In addition, the planner gives ideas for a smooth transition and handling of everything from payroll to my LLC. I'm very happy I purchased this.

TeacherWriter

FREQUENTLY ASKED QUESTION! Will this resource work for sellers outside the United States?

YES! I originally had last will & testament templates and asset transfer contracts in the document but was advised by an estate attorney to remove them because each state, province, and country will differ in requirements. The only contract is one for hiring a seller to run your business for a cut of the earnings. You can use it as a starting point and the run it by a solicitor or attorney. 90% of the planner is generic and applicable to any seller, but there are a couple of tax pieces that you would have to modify no matter where you live. It's for everyone!