Life & Legacy Planning

"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet

<sup>"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet</sup>

Life & Legacy Planning is a tool for families to use during a family crisis or loss of a loved one. It provides timely and accurate information that can help ease the emotional burden of needing to provide and sort through the details of life. The struggle of trying to find information costs time, money, and exacts an emotional toll on all those involved.  A family emergency is hard for everyone but can be made easier.

With Life & Legacy Planning we act as your personal assistant.  We work with you to gather your information and organize it for you and your family. Easy access is provided both digitally and by physical copy.  Additionally, you can update your plan throughout the year or wait until we meet for your annual review of your Life & Legacy Plan. As Thomas Scott said, "A person cannot leave a better legacy to the world than a well-educated family."

A Few Questions To Consider.

  • Do your loved ones know your wishes in the event of an unexpected emergency?

  • Have you appointed someone who knows your healthcare wishes if you cannot communicate them?  Did you provide them a copy of all the essential documentation?

  • Would someone know how to access your online accounts if they need to?

  • Have you shared your wishes with your family, so your desires will be followed upon your death?

  • Are your medical records accessible to family members if they need to view them?

  • Is there one thing that you want to pass along to those left behind?

  • Who is going to take care of your pets?

Our Process

  • Initial Meeting - We will meet to discuss the timeline for completing your Life & Legacy Plan using our proprietary guidebooks.
  • Key Information - This guidebook is designed to document your personal information and a Who's Who of contacts.
  • Essential Documents - The next guidebook helps to organize important documents and name who can navigate them.
  • Medical Information - In this guidebook, we will collect health insurance information, doctors & prescriptions for you and your family.
  • Financial Information - Here we will locate where personal accounts are held, retirement plan information & liabilities.
  • Digital Information - List your online subscriptions, email addresses, and online accounts.  Also records who has access to the accounts.
  • Legacy Information - Finally we will collect family stories and memories to be passed on along with wishes for final arrangements.
  • Analysis - Review all steps, discuss any additional information that needs to be located and relax knowing everything is pulled together!
  • Review - Annually we will review your plan to make sure it stays current while updates can be made at any time during the year.

The Plan

  • Personal setup tailored to client(s) needs.

  • Completion of personalized guides.

  • Complete needs analysis.

  • Fireproof portfolio with guides & key documents organized.

  • Digital vault & ability to give access to key people.

  • Annual review with client (and designee).

  • Annual updated hard copy.

  • Digital access to all accounts in one location.

  • Digital storage of pictures & video.

  • Full office support during crisis & beyond.


Pricing

  • $1000 for One Time Setup Fee

  • $500 for Yearly Maintenance Fee

Can we help you and your family?

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Additional Resources

Living Wills, Health Care Proxies, &#38; Advance Care Directives

Living Wills, Health Care Proxies, & Advance Care Directives

American Bar Association

Living Wills and Advance Directives for Medical Decisions

Living Wills and Advance Directives for Medical Decisions

Mayo Clinic

Advance Health Care Directives and Living Wills

Advance Health Care Directives and Living Wills

HelpGuide

Family Caregiving

Family Caregiving

HelpGuide

Family Caregiving

Family Caregiving

AARP

Caregiver Support

Caregiver Support

USA GOV

Senior Housing Options

Senior Housing Options

HelpGuide

Senior Living Options

Senior Living Options

Consumer Affairs

Resources for Senior Citizens and Their Families

Resources for Senior Citizens and Their Families

NLS

What to Do When a Loved One Dies

What to Do When a Loved One Dies

AARP

Checklist For Use In The Event Of A Spouse's Death

Checklist For Use In The Event Of A Spouse's Death

CTWW

Understand the Executor Role

Understand the Executor Role

Executor.org

Cremation Service

Cremation Service

National Cremation

Find a Funeral Home

Find a Funeral Home

NFDA

Complete Guide to Pre-Paid Funerals: Plans, Costs, Pros &#38; Cons

Complete Guide to Pre-Paid Funerals: Plans, Costs, Pros & Cons

Lincoln Heritage Funeral Advantage

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