Services

The Smart Legacy Plan Organizer ˢᵐ

Improve or organize your current estate plan or create a new one.

Benefits

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Will help you to design a will, trust, and an advanced health care directive.

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Will help you to prepare your heirs through ongoing family meetings, which can help to prepare them to make better choices and decisions with their inheritance when that time comes.

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Will help you to implement a generational plan that provides all participants with the information they need, the location of important documents, advisor contacts, etc., to facilitate an easier implementation of your estate plan strategies.

Why it’s important to have an estate plan

If you don’t have an individual estate plan, the government has one for you, and you probably won’t like it. 

Government imposed estate plans can be costly, incurring both legal fees and court costs, and they can delay the transfer of assets to one’s estate. 

Decisions about who gets what and when are best made when not under stress or during times of high emotion and/or anxiety; as would likely occur when one passes or has experienced a serious health incident leaving them unable to make decisions of their own. 

Decisions made as to who gets what, if made by the “giver”, can help to mitigate often serious and detrimental family disputes over those assets. 

Get Started

Enroll now to get started with The Smart Legacy Plan Organizer ˢᵐ.  Discover a better, smarter, safer way to improve and organize your current estate plan or create a new one.

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