HOW WE HELP YOU GET PREPARED FOR THE NEXT EMERGENCY
THE FIRST STEP IS EDUCATION
We understand that estate planning is not a simple topic and believe that the best way to help individuals and families understand and navigate the complexities of estate planning is by educating them on the process.
To accomplish this, we discuss the legal documents that are needed to protect you, your family, and your assets in case of an emergency. We then teach you the purpose of each document; the consequences of not having those documents in place when they are needed; the decisions that must be made; and the importance of appointing the right people to serve.
THE SECOND STEP IS PERSONALIZATION
We understand that estate planning is not a one-size-fits all endeavor because your family's financial circumstances, dynamics, health conditions, assets, creditors and goals are different than any other family's...which is why our system is more than a bunch of generic/blank forms for you to complete... Our system is PERSONALIZED and adapts to meet your family's unique situation.
We recognize that as we age, it becomes more challenging to recall every detail, not just for us, but also for our loved ones. By putting this vital information together for you and your dear ones NOW- you can find peace in the knowledge that you've taken the essential steps to safeguard your family's well-being....and can easily update your information as time passes and things change.
THE THIRD STEP IS GOING BEYOND THE LEGAL DOCUMENTS
Did you realize that there are two (2) sides to the estate planning process? The LEGAL SIDE and the PRACTICAL SIDE.
We work with you and provide the necessary tools to compile and organize your legal, financial, medical, and personal documents. This proactive approach simplifies the process for you and your family to manage affairs and have easy access to the essential information in the event of accidents, emergencies, illnesses, incapacity, or the eventual passing.
Did you know that 70% of people who purchase estate planning kits don't finish them? Why?
Because they start working on it and either get overwhelmed or confused and don't have anyone to ask questions....NOT with this workshop.
With this workshop you get 365 days access to organize your affairs. We will also meet virtually once a month, giving you the time to ask questions and get clarification ensuring that your plan is set up and clearly outlines what you want to happen -
when someone needs to step in and take care of your family;
when you are sick;
when an emergency arises;
when accident happens;
when you are incapacitated;
when you pass away
-- so that your choices are known and will be honored.
There is always time to prepare... until there isn't!!