One of the most challenging experiences anyone can have is the loss of a loved
one. We’re here to help you navigate the inevitable by equipping you with the
tools necessary to take care of the details after death.
It’s the little details in someone’s life that make the biggest impact when they’re gone. Let us
help you connect the dots and gather valuable information so that you’re better prepared for the
inevitable. With all of the details already taken care of, you’ll have space to breathe and grieve when the time comes to say goodbye.
You may want to prepare a Legacy LifeMap to give to your loved ones, such as your spouse or children. Or maybe you’d like your parents to provide one to you (or, perhaps you are in a sandwich generation, in which situation you may desire both). In any case, we’re here for you.
Get in touch and we'll help you out
It provides peace of mind by giving you a map of your loved one’s day to day affairs. It also
serves as a guide that will give you the key information needed to carry on those affairs.
For example, do you know where your loved one banks? Who their advisors, like their accountant,
lawyer, or financial advisor, are? What to feed their pet? Who their veterinarian is? The pieces
of information that we all keep inside our brains are seemingly endless. Let us help you collect
all of this vital information with our easy and in-depth information intake process.
We’re not just helping you compile a list of important information. You’ll see during the interview process that we guide you through various life categories, asking important questions that get down to the details.
When creating a Legacy LifeMap, the details are what matter most, and we are here to guide you through.
Upon the loss of a loved one, the grief can be overwhelming and often puts us in a mental fog.
This makes handling the logistics of someone’s affairs even harder. You can forget or misplace
important information, or you may be unaware of immediately due bills or other financial
responsibilities.
The Legacy LifeMap will ease these burdens and provide clarity when handling the personal details that are left after death.
When you have the information you need to close accounts, manage the household, pay bills,take care of the pets, etc, for someone who has passed, you’re better able to move forward
after death, instead of remaining stuck and looking for key information.
The importance of this shouldn’t be overlooked- you deserve to be prepared.
Here's what the next steps will look like:
Contact us to schedule a one-hour meeting over Zoom.
After the initial interview, we’ll email you with any follow up or clarification questions.
Finally, we’ll provide you with your password protected Legacy LifeMap.
Choose one of the following:
Ready to start your Legacy Lifemap? Get in touch today using the form and we'll be glad to help!
Please note that The Legacy Lifemap does not replace your last will and testament or any of your other estate planning documents. Creating your Legacy Lifemap doesn’t give any legal rights to anyone else, but instead it provides a map for your loved ones to follow upon your passing. Estate planning documents don’t provide the detailed information that The Legacy LifeMap will.
Our goal is to make life a bit easier at a time when you need that the most.
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