What can you prepare to ensure your loved ones are provided for and have what they need to handle your estate matters?
Estate Documents ensure your wishes are carried out.
Important Information (personal • financial • estate documents) provide your loved ones with the information they need to follow through on those wishes.
NEXT STEPS ...
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Contact My Estate Needs for a complimentary 30-minute consult to identify your needs and answer questions you may have.
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Determine which of the 3 options works best for you.
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Checklists, Instructions, and Methods for compiling, organizing, and documenting important information.
Includes:
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Important Information Checklist + Instructions + Methods for Organizing and Storing
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Monthly To Dos Template + Instructions + Examples
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Estate Closeout Checklist
Check out Checklists and Instructions page for more details.
ACCOUNTABILITY
AND SUPPORT
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Determine Goals and Priorities.
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Provide Accountability, Guidance, and Support while you compile, organize, and document your important information.
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Determine Next Steps to help you reach your goals.
Includes:
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All Checklists and Instructions
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Up to 6 hours of coaching support to develop goals and create the next steps.
Investment: $750
ORGANIZE AND DOCUMENT FOR YOU
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Determine Goals and Priorities.
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Organize and Document provided important information.
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Review Information and add additional details.
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Determine and Document Next Steps to help you reach your goals.
Includes:
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All Checklists and Instructions
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Up to 2 hours of coaching support
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Up to 6 hours organizing and documenting your important information