Each time you watch the news, there seems to be another fire, flood, storm, hurricane, tornado, or other disaster in the USA. If you had to evacuate because of an emergency, are your vital documents ready to "Grab and Go"?

FINALLY, you can be ready! A downloadable Planning Kit - with 45 pages to help organize your financial life! Included are checklists and easy-to-complete forms. This comprehensive kit helps you identify, collect, organize, and learn how to store your most vital documents. Many clients keep this in an emergency preparedness kit to grab in case of evacuation.

"I have had surgeries where I was told to "get my house in order." This kit helped me go back and add directions to my vital documents. For example, I made notes as to how each beneficiary of my Pension Plan should receive the benefits. My husband would collect differently than my son, if he inherited it first. I also discovered that I had a large account without beneficiaries listed and a CD at the bank without any listed. Why burden my beneficiaries by allowing it to go to the estate, and cause them headaches?" - Meredith A.

No matter your purpose, this kit is great for any family wanting to get their "house" in order. Most of our clients find "surprises" as they organize and collect their vital documents.

What makes us different? We have up-to-date forms to include: Social Media Records, a sample Social Media Will, and other forms and tips regarding Digital Assets.

Have all your Vital Documents organized and in one place!

... And

Be Ready for an Emergency!