PORTFOLIO Steps 1-3 and Steps 4-6 give you an overview; "a snap-shot" of the some of the most important subjects covered in the End-of-Life Guide.

In each of the Steps below you will see a glimpse of questions addressed in the material and brief "excerpts" of a few of the many editable documents provided in your Guide.

Your Plan

Step 4 - Financial Information

PROVIDES:

  • Asset Details Worksheets including Digital Property
  • Liabilities Details Worksheets
  • Miscellaneous Matters

Your Plan

Step 5 - Planning your final Service/ Celebration of Life

  • Requires Thought and Courageous Communication
  • Things So Easily Forgotten
  • Charitable Gifts, Endowments and Trusts

Your Plan

Step 6 - Personal Documents and Family Data

PROVIDES GUIDANCE ON:

  • Personal Documents
  • Personal and Family History
  • De-cluttering
  • Training the Loved-one You Leave Behind

The format of this Guide is easy to follow and allows the Subscriber to download all files and editable document. Your Personal Plan is always available for easy and secure access.