Four Key Guides to End of Life Planning

Our Personal Gift to You and Your Loved Ones…

4 FREE Guides to Creating a Smart End of Life Plan

(Note: You can download, print, or save each guide below at NO COST)

Please Watch This Brief Video About Creating Your End of Life Plan:

1.  Completing Your Family Record Guide:

• Benefits of keeping all of your financial affairs in one place

• A complete list of key matters to have readily available

• Who can access and how often to update this information

2. Guide to Knowing Your 3 Best Options to Pre-Pay Funeral Expenses:

• Pre Need Plan – How this plan works, who it fits, pros and cons

• Final Expense Plan – How this plan works, who it fits, pros and cons

• Cemetery Pre-Purchase Kit – Burial Versus Funeral Pre-Planning

3. Guide to Choosing a Will Versus a Trust:

• The importance of creating an estate plan and how to start

• Easy-to-understand difference between a Last Will versus Living Trust

• Helpful ways to determine which is one is best for you

4. Guide to Creating a Love Drawer:

• Benefits of keeping all of your financial affairs in one place

• A complete list of key end of life matters to have readily available

• Who can access and how often to update this information

See Exactly Why a “Love Drawer” is So Valuable For EVERY Family: