Planning for the inevitable and the unexpected

According to Cambridge Dictionary, to get or have your ducks in a row means “To be well prepared or well organized for something that is going to happen.” 

So many of us have “getting our important documents in order” on our to-do-list, but somehow it often doesn’t take a priority position on the list.  The task can be a bit overwhelming, and it’s a topic some don’t like to think about, therefore it tends to stay in the category of “I’ll get to it someday”.  The problem is for many people that “someday” never comes, leaving their family with a mess to deal with.  Just think, if something were to happen to you tomorrow, would your family know what accounts you have, and how to access them?  What about your final wishes, do your loved ones know what you want?  When’s the last time you reviewed the beneficiaries on your accounts?  There’s a good chance you’ve had some life changes over the years.

We’re not just talking about end-of-life planning either; having your affairs in order for disaster preparedness can not only help you recover more easily in the event of a disaster, but it can provide you and your family with peace of mind now.

We’re here to help you get your ducks in a row. 

Our clients tell us the most valuable part of the service we provide, is that we act as their coach providing support and accountability to ensure the job gets done.  Some of the things we can help with are:

• We’ll provide you with a list of important documents to gather, and help you locate and organize them.

• Paper Management – Overwhelmed with paper and mail?  We’ll help you tame the paper clutter!  With a Sunday Basket®, you take control of your current, actionable paper, by 

• Personal Property Inventory – A detailed inventory of what you own, including photographs. This is one of the most important documents for disaster preparedness and estate planning.

• Binder Systems We’ll help you set up personalized binders for all your important documents. 

We will also connect you with professional trusted advisors offering a full suite of Estate Planning Services.

• Financial Advisors
• Estate Planning Attorneys
• Real Estate Professionals
• Appraisals and Estate Sales 
• Funeral Professionals for Pre-Planning

Contact us today to get started tomorrow.