The Family Legacy Directory is not a legal document. It is however a vital tool for your family and your executor. Your Family Legacy Directory is the first thing your executor and family will want to get their hands on to manage your affairs if something happens to you, whether you die, or are somehow incapacitated and need ongoing care. This is like an emergency phone to communicate with your loved ones when you may no longer be able to communicate on your own.
Here is what is included:
Together, we will build your Family Legacy Directory
You will receive an E-book version of your Family Legacy Directory that you can print and share with your family and executor or keep it safe for when it is needed.
We will document your assets and your liabilities all in one place
We will calculate your estate tax bill, and recommend strategies to lower your tax exposure
We will make sure your beneficiaries are up to date
We will do a life insurance inventory
We will review your funeral preferences and options, then add them to your E-book directory so your family will not be left wondering what you wanted
You will receive the Estate Organizer E-book free
You will receive the “88 Decisions in 72 hours” checklist free