Let's Consider Legal and Financial Preparation
Financial and legal documents are a critical component of end of life planning. Thoughtful, careful preparation on your part can save loved ones a lifetime of confusion and hurt.
Final Roadmap sets you on the path to organizing and evaluating the status of your legal and financial preparation. It assists you in determining whether you need to create or update legal documents and/or your financial plan.
The legal portion of this section walks you through a review of your estate planning documents, living will, advance directives, and durable power of attorney for healthcare.
The financial portion provides a secure vault to store information, documents, passwords, etc. and makes it easily accessible to those who will need them when you are unable to communicate.
Additionally, this Section will
– help your loved ones in the administration of your estate;
– provide you with the opportunity to review, organize and file personal information;
– allow you to leave instructions, i.e., for care of pets, stopping social media, where to find life insurance info, military veterans paperwork, etc.;
– be a “go to” place to access important personal information.
Legal documents, while important, are not intended to address end of life in a comprehensive way.
How Final Roadmap Will Help You Prepare
Evaluate the Status of Financial Documents
Determine Which Legal and Financial Documents you Need to Create
Assist Your Loved Ones in the Administration of Your Estate
Store and Access Important Legal Documents & Personal Data
Don't be Caught Dead Without This
Tips, articles, and valuable information to help you consider, document, and communicate.