Preparing to help them now so you can comfort them later.
"An ounce of prevention is worth a pound of cure". Nowhere is that more true then when you are planning your final wishes. Ensuring you have a plan in place means your loved ones won't have to go through a difficult process to handle your estate matters.
Without a plan they'll likely be forced to make last minute decisions while also bearing their loss. Keep the burden from those you care about by creating a plan that establishes your wishes.
Before you can form a plan you need know what should be in it. What you have to plan for will be completely unique to you.
Let us help you make sure that you are able to consider all the aspects of your life from assets, to distribution of cherished heirlooms, to beloved pets.
Use our simple checklist to know what you need to consider.Download Checklist
Put in Place
Once all your unique considerations are covered we'll help you act on your particular needs. Things like:
How your possessions will be distributed and to who.
Who will make decisions for you if you are unable to.
Accounting for future health care concerns for yourself.
Creating your plan means those you care about are not left making the decision for you at the last minute. Outlining these detailed instructions means they aren't left wondering or feeling guilty if they made the right decision. It gives them comfort to know that all things were done according to the way you wanted.
Keep it Updated
Life is certain to change and many more things await you that will affect your plan: celebrating the marriage of a grandchild, the joy of a new great-grandchild, or one of your loved ones might buy a new home. You may find that you want to adjust your plan in order to benefit them.
Sometimes things like divorce, a change in business concerns, or needing to remove someone as a beneficiary happens. Updating your plan from time to time as your life and those of your loved ones change is a necessity.
You'll be easily able to keep these changes in mind with our annual reminders ensuring your plan is always current.