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

The Life & Legacy Program gives our clients the tools 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.

Through the Life & Legacy Program 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."

Our Process

🌳In our initial meeting we will discuss your needs and what you hope to achieve with your Life & Legacy Plan. This allows us to determine your plan level. We will also sign the required paperwork and set up the timeline for completion of your plan.

🌳You will be given a hard copy of the guidebook and will fill in the information. The guidebooks are broad to gather as much information as possible. You can add any additional information you feel is pertinent to that topic. As we work through your guidebooks they become more tailored to you and what is important to you.

🌳We will transfer your handwritten information into digital format, clarify any questions and adjust the guidebook based on your individual needs.

🌳At each meeting you will have the opportunity to drop off documents you would like uploaded into the vault. You can upload on your own directly to your vault, or we can do it for you.

🌳After all guidebooks have been completed you will be given a binder with a hard copy of all the guidebooks in it to keep in your fireproof safe. A digital copy will be uploaded to your vault.

🌳We will establish a plan designee that can gain access at a time of your choosing.

🌳Call anytime with updates, we will make the change, mail you a copy of the page that has changed and upload the revised book to your vault.

Life & Legacy Foundation

Our Foundation Package includes the following:

🌳Key Information Guidebook - This guidebook is designed to document your personal information and a Who's Who of contacts.

🌳Essential Documents Guidebook – Here we gather the location of important documents and name who has access to them and can navigate them.

🌳Digital Information Guidebook - List your online subscriptions, email addresses, and online accounts. We make a note of who has access to your password list here.

🌳Vault – An online vault powered by eMoney, copies of your guidebooks will be uploaded here. You can also store copies of important legal documents here.

🌳Access – You may designate one person (designee) to access your vault.

🌳Life & Legacy Binder – You will receive a binder with your Life & Legacy Plan.

🌳Fireproof safe – We will provide you with a fireproof safe to keep your Life & Legacy Plan and other items you deem necessary.

🌳Review - Annually we will review your plan to make sure it stays current. Updates can be made at any time during the year.

🌳Support – At any time you, or your designee, can access your Life & Legacy Plan. We are also available by phone or email to look up information that has been gathered to answer questions.

We offer the following as additional options to your Foundation Package:

🌳Estate Documents – Through our partnership with Estate Guru we offer a convenient way to establish or update your estate documents.

🌳Medical Information Guidebook - In this guidebook, we will collect health insurance information, doctors and prescriptions for you and your family.

🌳Financial Information Guidebook - Here we will note where personal accounts are held, retirement plan information & liabilities. You can list bills that are on autopay and/or have payments that need to be submitted.

🌳Legacy Information Guidebook – In this guidebook we collect family stories and memories to be passed on along with wishes for final arrangements.

🌳Additional Access – You may designate additional people (designees) to access your vault.

FAQ

Why did you create Life & Legacy Planning?

Having spent so many years working with clients in retirement planning, we have, unfortunately, been there for the loss of a spouse, or parent. We’ve worked with clients in the weeks afterwards to manage their affairs. One of the biggest struggles was trying to locate information while managing their grief. Often adult children are not local to their parents, but they are left trying to hold things together when a parent becomes ill or passes. We wanted to find a way to make that easier on them.

What is the goal of Life & Legacy Planning?

The priority of Life & Legacy Planning is to provide support for our clients’ loved ones. Times of medical emergencies or death can be incredibly stressful and emotional. For our clients that have a Life & Legacy Plan in place, we can step in and provide quick answers to urgent questions. This saves the time of tracking that information down and the stress it can create. The goal of Life & Legacy Planning is peace of mind for our clients and their families.