Without clear guidance, your loved ones may struggle with everything from managing your household bills and financial accounts to making critical medical decisions during already stressful times. By planning now, you're providing a roadmap that guides them through unfamiliar territory. They can focus on being present with you rather than scrambling to piece together your affairs or making guesses about your preferences during emotional moments.
In the days following a death, loved ones need to make numerous decisions quickly—from funeral arrangements and their associated costs to notification of family, friends and colleagues—while dealing with intense emotions. Planning ahead relieves unnecessary stress and alleviates second-guessing because your values and wishes are properly reflected. You are providing a lasting gift that gives them the space to grieve and heal rather than agonize over various decisions and logistics during their time of loss.
Our services focus on the practical and personal aspects of planning which extend beyond the foundational aspects which may be discussed with a funeral home, attorney, or investment advisors. We help coordinate all the pieces of your plan and ensure your wishes are clearly communicated to loved ones and critical information and documents are accessible when needed.
No. We can help you identify which legal documents you may need. For document preparation, you have options: Our owner is a licensed attorney and is available to provide legal documentation services through a separate entity, or we can help you find another attorney if you prefer. This separation of services allows us to maintain clear boundaries between planning guidance and legal representation while still providing comprehensive support for your needs.
There's no specific age to begin planning. Life is full of uncertainties. The best time is before you need the plans in place, regardless of your age.
Absolutely. We can collaborate with your existing professional advisors to ensure all aspects of your plan work together seamlessly.
Before we meet, we'll provide you with a brief questionnaire to better understand your specific needs and situation. This allows us to make the most of our time together and determine if our services are a good fit for your situation. For the first meeting itself, just bring any questions you have, and we'll discuss the completed questionnaire to provide you with an estimate of costs based on your planning needs. Following the decision to move forward, we'll provide a more detailed checklist of information to gather for subsequent sessions.
Life changes, and your plans should too. We offer update sessions for clients as their circumstances or wishes evolve.
We provide you with organized documentation of your plans, guidance for sharing appropriate information with designated people, and recommendations for periodic reviews.
We offer both hourly consultation rates and comprehensive planning packages. Current pricing information and costs estimate are available during our initial consultation.