Legacy Planning
Are you feeling overwhelmed and exhausted thinking about end-of-life planning?
We offer assistance to help you organize and prepare your estate.
Why Seek Support to Organize Your Estate?
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1/3 of Seniors
don't have a will or have never updated it
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40% of Adult Children
whose parents have a will don't know where it is
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58% of Families
experience disputes from inadequate estate planning
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46% of Seniors
don’t know where to begin estate planning
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Most Seniors
want to age at home, but only 10% of homes are "aging ready"
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30% of Seniors
live alone & 1/2 of those don't have someone to help them with tasks
What Our Clients Receive
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Reliable & Convenient Coordination
In-person and remote assistance as needed to prepare the estate
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Custom Client Resources
Personalized plan, task list, recommendations, and referrals
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Estate Preparation Documentation
Legal documentation, centralized repository of estate information
How does organizing my estate help me?
Have more control over your life as you age
Get the care you need from the providers you choose
Have more control and less fear of the dying process
Feel organized, prepared and confident
Leave the legacy you want to your loved ones, not one decided by courts
How does organizing my estate help my loved ones?
Know how best to honor and care for you
Know exactly what you want to happen after you are gone
Spend less time and money administering your estate
Have more time to focus on grief and their love for you
May reduce family conflict around your legacy
Our Estate Preparation Services Include:
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Coordination of the creation of a comprehensive estate plan with you and your advisors
Attorney referral to complete Will, POA, MPOA, AD, and other legal documentation as needed
Important Document List and Filing System Summary
Memorandum of Personal Belongings to be kept with Will
Documentation of all accounts, including financial, insurance, social, health, bills
Documentation and organization of documents pertaining to health care
Account lists (financial, insurance, social, health, bills, etc.) (w/disclaimers on security)
Contact Lists for future executors
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Assistance facilitating communication with heirs
Facilitation of conversations with heirs handled as desired
Assistance creating a contact list for notification upon your passing
Coordination with estate attorneys, accountants, and other 3rd parties
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Burial, funeral, and memorial service planning
Burial, funeral, and memorial plan and Letter to Next of Kin expressing wishes and documentation of planning
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Assistance securing any support resources desired
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Personalized Engagement Plan, Timeline, and Tasklist
An experienced sounding board as you develop your plans for your estate
Contact/Account List (all property-related account vendors and contacts)
Ready to Get Started?
Executor & Legacy Planning Coaching
For those who prefer to do the work themselves, but want help managing the process, we offer coaching and support packages along with a personalized checklist and resource referrals.