Creation of a concise, categorized, and clearly identifiable list of all your assets to ensure nothing is lost to the state department of unclaimed property and to get you more organized than you may have ever been before.
Name temporary guardians, long-term guardians and give instructions to all caregivers on what to do if something unexpected happens to you. Includes personalized ID cards.
Recorded conversational interview to preserve your beliefs, values, philosophies, and wisdom that you can pass down to your loved ones. Because these intangible assets are indeed part of your true wealth.
We empower you to face the reality of death and incapacity with clear eyes and and open heart so you know you've done the right thing for the people you love. Planing is a truly a gift for those you love and who depend on you.
We support you to chose the plan that’s right for you and your family now, within your budget, and promise to grow with you over time as your family dynamic changes and matures.
We communicate with you regularly throughout your lifetime so your plan stays up to date as your life changes. With yearly plan reviews you can be confident that your family is protected.
We ensure that you have planning in place to protect your minor children and keep them out of state custody and in the care of those you have chosen in the event the unexpected should happen.