Life & Legacy Planning Session

In your upcoming Life & Legacy Planning Session, we’ll walk through what would happen if something happened to you today. You’ll see exactly how things would play out under your current plan (if you have one) or under the state’s plan (if you don’t). Then you’ll decide whether those outcomes reflect your wishes. If they don’t, I’ll guide you in creating a plan that makes sure your loved ones avoid court, conflict, and unnecessary costs.

You’ll be making some important decisions — who would manage your affairs, how your assets should be divided, and how your wishes should be carried out. They may feel tough at first, but I’ll be there to guide you. Making decisions now, even difficult ones, is far better than leaving no decisions at all.

To prepare, please:
• Complete and return your homework at least 3 days before your session. Link to your Life & Legacy Inventory
• Gather key documents in the folder I provided: bank and investment statements, property deeds, life insurance policies, and retirement accounts.

This isn’t just planning for the end — it’s about creating comfort today and knowing your children won’t be left with a mess later.