If you passed away tomorrow, will your loved ones know what to do? Will they know where your financial information and tax records, insurance records, and investment documents are stored? Will they be able to locate your most current will, health care directives, and documented funeral wishes? Can they locate important household documents, like deeds, car titles, and pension statements?
The list goes on and on, but the important point is that having this type of pertinent information organized and available in a structured place is something you can do in advance for those you leave behind. It’s a big task and it’s not an easy one…we know that.
With a structured approach, you can create a living document that will prove invaluable to your loved ones.
This seminar is structured to guide you through the process of creating your “Survivor Notebook,” the repository that will help your loved ones cope after your passing. We’ll walk you through identifying what needs to be considered, assembling the material as we go in an accessible format, and developing an approach to maintaining the material so that it’s always current. You’ll leave with a physical roadmap that will be of immeasurable value to your family.
There is no cost for this workshop series, but seats are limited so you must register to attend.*
This seminar has a considerable amount of work leading up to the event and interaction between speakers and participants.
Headcounts are needed since participants receive formal notebook and reference materials, all assembled in advance, and refreshments and lunch will be available for this 1-day session.
Although we will have additional handouts, space is limited and it is difficult to accommodate walk-ins.
If you register and find you are unable to attend, please let us know, so we can offer that space to someone on our waiting list.