We offer a simple checklist for you to review your documents. We recommend that copies are located in a secure place within the home that the potential executor will have quick access to. Originals can be kept in a safety deposit box or with your attorney. Do not image and store in the "Cloud". It may invalidate the copies and may be inaccessible after death.
We offer a more comprehensive Legacy, Estate, and Advanced Directives (L.E.A.D) review service that is focused on both organizing your documents and educating you, your executors/trustees, and your beneficiaries about the provisions and process.
Estate Planning - Don't Wait Until You Die to Plan For Your Death
Estate Planning is not a service that you benefit from, It is an act of love that benefits your family. Without proper planning, your family inherits stress and a mess. Give a final gift of love- a well organized estate plan.
A well-crafted estate plan must be coordinated with your financial plan and understood by both you, your executor, and/or your trustee(s).
A well-crafted estate plan is a gift of love, respect, and appreciation to family members, friends, and business partners.
A poorly designed plan is a disaster that becomes expensive, a source of consternation, and potentially a factor in family squabbles and business bankruptcy. Customers and talented managers do not stay with firms involved in estate turmoil.
Our firm can review your documents and give recommendations for improvements that you can share with your attorney. Life-Legacy Services does not draft legal documents or provide legal advice. All recommendations need to be discussed with your attorney before implementation.
Will the Family Fight Over the Assets You Gift to Them?
We can help you craft your Money Mission™. We help prepare your heirs to manage the money well. We can create a Legacy Message™ and a Beneficiary Education Program™ so that they know how hard it was to earn the money, your vision for its future use, and learn how to manage it well in the future.
We can help you maintain family unity by creating a conditional Family Mission™ Statement that is connected to the inheritance.in order to encourage the success of future generations with the gift.
Through effective estate planning, you can create a multi-generational blessing that encourages productive and generous heirs who are empowered to be of service to a greater human community.
Through our Financial Planning Process and our Legacy Planning Process, you will enjoy your money while you are alive, gift it as you choose, and prepare your future generations to receive the residual balance to use well.
We educate your heirs and encourage multi-generational generosity, productivity, and asset protection. Contact us to learn the details...
Documenting the Goals and Expectations of How The Wealth Will Be Used
Most people do not include the details of how the wealth is to be used to benefit the family and a greater community in the family Trust documents.
Once deceased, it is difficult to change these documents. Often these documents are not known and understood by the family until the death of the grantor. By then, mistakes are difficult to correct.
We recommend the creation and communication of a Family Mission™ Statement and a Money Mission™ Statement well in advance of the establishment of an estate or drafting of a Trust document.
By going through the process of creating the mission statements, you are actually completing the preliminary work associated with creating your estate planning and trust documents.
Legacy Planning and Your Legacy Message™
Your Legacy Message™ expresses love, appreciation, and advice to inspire future generations™. It encourages family unity, successful business succession, and inspires the effective use of wealth for generations.
Our Legacy Planning Process builds on the foundation of your estate documents, but then goes further because a Legacy Planning Specialist understands that there is more to your estate than just the stuff you leave behind. Your Voice, Values, Vision, and experience have value too. We help you to define and achieve your Life Mission, Purpose, and Impact. We help you create your Legacy Message.
When Loved Ones Die - The Process of Settlement can be painful and time consuming. So many tasks to do as your mourn the death of a loved one.
We can help with all the tasks , from reviewing personal affects, getting financial information in order, being your agent at the Probate Court, creating final tax returns, and handling inquiries from potential beneficiaries and creditors.
We can help you throughout the process and even prepare the sale of real estate. Our services do not replace the role of an attorney, but they are less expensive than using the attorney's staff to do these types of tasks.
The Probate Process is a complicated process to navigate. Assets and liabilities need to be accounted for, compiled, managed, retitled, and transferred. Some can be sold right away, others take time to prepare for sale. Some assets are worth far more than you may realize. The process is especially difficult when you are mourning , shocked, or live a distance away. We are here to help.