*Prepare *Plan *Put in Place *Peace of Mind
Prepare for the future
Do you procrastinate when it comes to planning your future security and preparedness?Are your important papers such as insurance policies, bank statements, auto and house records, or medical records, scattered in piles or stuffed in drawers that would take weeks if not months to sort through?
How many times have you thought, “I really want to prepare my final arrangements but I just don’t know how to get started.” How about “I just can’t think about that right now, I’ve got more important things to do.” Or does this sound like you, “It’s too expensive to set up a trust. I can’t afford that right now.”
Most people feel the same way you do. It’s not something that is generally at the top of the list but it’s always somewhere on the “I’ve got to get to that” list of things.
Imagine how your life would change if you could find what you needed in five seconds or less, if you had a documented inventory of your possessions, a list of all your retirement accounts, right in one place.
Think how relieved you’d be to know that every credit card account, your health insurance information, the location of your safety deposit box key, emergency contacts and phone numbers, was right at your fingertips.
Picture the time that you would save by not having to dig through piles of papers, sorting through file cabinets and boxes, trying to remember where you put the title for your car, or who were those piano movers you used five years ago, if your property taxes are paid through your mortgage lender.
Does this sound like something that would improve the quality of your life?
Plan for the Transition
So, if this makes sense to you, if this sounds like a reasonable request to get going and do something about it, like right now, before all those other important things in your life make you put it off any longer, I would like to help you get your affairs in order.
I can help you get to the bottom of overcoming "financial clutter" which I define as anything that obstructs, prevents, or frustrates your financial well-being, security or advantage. This includes not just unorganized, missing or misplaced important documents, but also unpaid and overdue bills, insurance claims not filed, money not earning returns, or uncollected money owed to you. Financial clutter can even be the source of worry and anxiety you feel from not preparing an estate or retirement plan, or not knowing your financial net worth.
I specialize in helping people get their personal affairs organized in order to prepare their estate plan, or be prepared in the event of a catastrophe or incapacity to perform daily responsibilities.
I will help you organize, record and store your personal, legal, health, household, and financial information in an organized, compact system, Exit Strategies: A Plan and A Place For Your Estate Information™. You create a strategic action plan for your family to follow when faced with major life crises.
Exit Strategies furnishes a formal arena to discuss and record YOUR wishes while also opening the doors of communication between generations.
Communicating through your plan, you leave your family prepared, which enables any person, court appointed or with your consent, to carry-on and execute your instructions and direction without indecision and confusion. Planning ahead may also reduce the financial impact of a loss, with wishes communicated and plans in place.
You can adapt the data pages to fit your individual family needs, as you gather and document your information into the appropriate fields. Whether you are filling this out as a single person or for a family of ten, the worksheets can be customized to provide space to record all the information needed.
- Financial & Tangible Assets
- Insurance Policies
- Household Accounts
- Childcare
- Eldercare
- Medical Directives
- Personal Contact Information
- Legal Documents
- Final Arrangements
Exit Strategies is not a substitute for a qualified, court recognized estate plan document, such as a will or trust, but can be a valuable supplement to any family’s or individual’s plan, as there is substantially more information recorded in this document than is required for filing a will or trust. This system will provide you with all the documentation you need to begin acting upon the decision to complete an estate plan.
Put your plan in place
Now that you have completed your Exit Strategies plan, you are in a perfect position to follow through with your estate planning. As an independent advisor with The Estate Plan ®, a comprehensive estate preservation program, I can provide you with information about estate planning concepts, including the revocable living trust. Please see the page titled Estate Preservation for more information about these services and products.
Peace of Mind
Create a “gift of love” that only YOU can give to your loved ones. You know that you have done everything you can to make this difficult time easier for your family. They will know that you have cared enough for them - to face your own fears and concerns - to create this plan for them to follow.
Begin your journey to prepare your estate plan with a free assessment by contacting me at info@creativeestate.org
Additional estate organizing and administrative services I can provide
Assist or guide you or your successors, guardians or estate administrators in the organization and documentation of all important and necessary information such as:
- Financial and tangible assets
- Insurance policies
- Household accounts
- Childcare
- Eldercare
- Medical requirements
- Personal contact information
- Legal documents
- Funeral arrangements
Assist Estate Administrators, Conservators, Successor Trustees, Executrix/Executors, and Personal Representatives who are acting as Attorneys in Fact with the activities to close an estate, which can include:
- The location, inventory, sorting, appraisal, moving and storage, distribution or sale of tangible assets
- Closing accounts
- Notifying credit bureaus of deceased
- Setting up filing and accounting systems
- Getting property ready for sale
If you have been appointed as a trustee of a trust, there are many administrative duties that are the responsibility of a trustee. Distribution of the trust’s income and property, invest and safeguard assets, keep records, pay bills, provide year-end tax information, and handle any legal liabilities for the trust. These obligations can be complex, so it’s essential for the trustee to have the time, skills and sensitivity required for the job. I can provide support to the trustee to carry out these responsibilities.
Perform the duties of an Estate Manager, which can include:
- Hiring and supervising real estate property managers and salespersons
- Home health providers
- Cleaning and maid service
- Nanny services
- Pet care
To order the Exit Strategies workbook or software program, click on the following link. When asked Is this a referral?, please enter CEO or Creative Estate Organizers.