WHAT YOUR SURVIVORS NEED TO KNOW

You have prepared a will, completed an advanced directive, and delegated the power of attorney. Your estate planning is in order. Then the inevitable happens. You suffer a major health event leaving you incapacitated, or you pass.

Your survivors, be it a spouse, a life partner, or an executor will face the difficult task of picking up the pieces, many times without knowing critical information about you. You owe it to your survivors to ease this tremendous burden.

During this presentation we will discuss what details and documents to gather, how to organize this information, how to store it and when to review it. Please note that financial and legal advice is NOT part of this presentation.