Have you thought about what happens to your family the day after you die? The weeks? The months? The years?

Have you made a will? Do you have property that should be in a trust? Are you up-to-date with a Living Will and HIPAA documents? Have you appointed a Medical and/or Financial Power of Attorney?

In 2010 my 83-year-old father had knee surgery which led to a series of strokes while hospitalized. I found myself willingly overseeing my parents’ lives for the next 8 years.

They had issues with Social Security, Medicare, HIPAA, Military Benefits, Assisted Living and Memory Care, personal property and bills, as well as POA, trusts, and basic everyday living.

I had to learn from the ground up how to navigate every one of the above issues. Like most people I turned to the internet for guidance. Most of what I found was commercial ads for companies or professional entities. I realized people needed a starting point for end-of-life planning.

I don’t offer legal, medical, or financial advice.

I give families tools to design a plan, to guide seniors in finding resources, to provide access to experts for advice, and introduce products to keep individuals, families, and caretakers organized, healthy, and safe.

If you have ever had to deal with even one of the above, you know how difficult and frustrating it can be for the family.

Has your family been in the same situation? Have you thought about the difficulties you would be facing if a loved one becomes incapacitated and unable to speak for themselves? Would your family be able to take care of you if you needed long-term care?

Since March 2020 when Covid-19 forced all of us to change our lives, many have begun to think about the future and how prepared we need to be for financial, medical, legal, and emotional situations.

This planner includes the basic elements you need to ensure that your family affairs are organized and ready to share with those who, one day, will need them.

Financial Info – details of your investments, bank accounts, benefits, monthly bills and more

Personal Property – details your household inventory, real estate, motor vehicles and important documents

Personal Affairs – details your important contacts, insurance policies, medical information and final wishes.

Custom Info – details your unique property, collections, recipes or anything not captured elsewhere in your plan

Choose family members, friends and/or trusted advisors to be your “designees”—the people you want to have access to your important documents and information.