Laying the Groundwork – The Essentials of Legacy Planning
Start by getting the essentials in order. This session helps you organize your online accounts, Social Security information, and workplace benefits so your loved ones have clear access to everything they’ll need. You’ll also learn which documents are essential, from wills and powers of attorney to healthcare proxies, and how to keep them current as your life evolves.
Insurance & Asset Essentials
Once your foundation is set, this session helps you protect it. You’ll learn how to document and update health, long-term care, and property insurance policies to avoid costly gaps in coverage. The session also covers how to create a clear record of all your financial accounts and assets, so your loved ones can easily locate important information and avoid unnecessary stress.
Digital Assets & Executor Preparation
The final session brings everything together. It walks you through organizing credit cards, taxes, monthly expenses, and important contacts like your attorney, accountant, and financial advisor. You’ll also outline your aging plan and personal wishes, covering medical care preferences, living arrangements, and end-of-life considerations, so your plan truly reflects who you are and what matters most.
