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Beyond the Estate Plan Live Group Series

Important Details Your Family Needs When You Are Not Here to Tell Them

  • Started Jun 4
  • 297 US dollars
  • US

Service Description

The Beyond the Estate Plan Done and Documented Seminar Series will guide you through the essential steps to document and organize your vital information. This live, interactive series will help you compile, store, and share important details effectively. The time to organize these documents is now. Establish a system to ensure that your loved ones can access the necessary information when they need it most. With my over 23 years of experience, I am here to help you every step of the way. If you have any problems receiving the meeting log in contact me at judy@beyondtheestateplan.com. Seminar Series Overview: SESSION ONE: The CALM Approach Introduction to the CALM Approach: a four-step process for gathering and maintaining essential documents. Importance of professional assistance with Estate Planning, legal, and financial documents. Documenting important family advisors for emergencies. SESSION TWO: Essential Document Foundations Preparing and organizing critical documents with professional guidance. Collecting necessary information for emergency files, including an "Emergency Grab and Go File." List of useful products for creating your emergency file. SESSION THREE: Asset Documentation Recording assets such as real estate, bank accounts, vehicles, jewelry, art, and collections. Creating a comprehensive Home Inventory. SESSION FOUR: Wallet Documentation Documenting the contents of your wallet, including credit cards, IDs, and insurance cards. Understanding the implications of cardholder death and joint ownership. Importance of obtaining your credit report. SESSION FIVE: Information Security Securing documents in safe deposit boxes and home safes. Determining appropriate security measures and access structures. Consulting financial and legal advisors on document and valuables storage. SESSION SIX: Digital Details Using password manager programs and documenting software subscriptions. Organizing liabilities and obtaining up-to-date credit reports. Managing online payment systems and documenting digital assets. Planning and sharing final arrangements for funerals or memorial services. Let's get started creating a system that provides peace of mind for you and your loved ones.


Upcoming Sessions


Contact Details

  • United States


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