UMT Coaching Smart Next of Kin - (VIP Package)

The greatest love letter you will ever write. One app. Your whole life, organized, spoken, and protected, forever on your own computer.

Smart Next of Kin is the only legacy planning system that pairs a complete 25-step digital workbook with a real book of stories, a warm voice that reads every page aloud, and a coach who has walked hundreds of families through it. Upload copies of your policies in one centralized place. Record video messages your loved ones will keep forever. And unlike every competitor, nothing ever touches someone else's server. Your family's life stays on your family's computer.

What Is Included

This is our white glove experience: everything in the App package, plus three private coaching sessions with JB that take your plan from start to finish (virtual sessions), plus a seat in our Virtual Book Club sessions.

The complete app, forever, on your own computer: JB's welcome video, the full book The Greatest Love Letter with warm voice read aloud, your 25-step Digital Workbook, space to attach the documents that matter, personal video messages for your loved ones, and a polished, watermarked Legacy Plan PDF export. One time purchase, no subscription, ever.

Built for Your Computer or Laptop

Your app opens in a web browser such as Chrome, Microsoft Edge, or Safari on a desktop computer or a laptop. It is built for a computer, not for a phone or a tablet, because your plan deserves a full screen and a real keyboard. Your welcome email includes simple step by step directions for computers and laptops, plus how to back up your work and see it on another computer. When you want your plan with you, export your Legacy Plan PDF, which opens beautifully on any phone or tablet. You can also find these steps anytime in our FAQ.

How You Will Receive Your Files

●       SendOwl will email the download link for your files to the address used at checkout

●       Once you receive your downloadable files, they are your personal files to EXTRACT and save on your computer or in your own cloud storage, such as OneDrive, Google Drive, Dropbox, iCloud Drive, or Box. At that point, UMT Coaching has completed its obligation in this process and will take no further action

●       Please check your spam folder if you do not see the SendOwl email

You will have only 24 hours to download all items from your emailed downloadable file. The download link expires after 24 hours, preventing further downloads.

Your Data, Your Control

Our competitors rent you a vault on their servers for a fee every year, forever. Smart Next of Kin is yours once, stored in your home and no subscription to lapse the year your family needs it.

This app lives with you. Everything you type, upload, and record stays privately on your own computer. UMT Coaching has no ability to see, back up, or retrieve your personal data, and that is by design.