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.
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NEXT STEPS ...
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Download an example of the Monthly To Do Checklist
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Email 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.
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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
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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.​
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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.​​
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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