“We left each Prepare Your Affairs planning session with more knowledge and guidance than we first expected. Because Corey and Katie devoted the time and effort to talk with us about the larger questions of preparing for the future, along with their ability to be candid and open about their own experiences, it truly gave us a more focused perspective and fostered conversations between us about the decisions we need to make together. ”
Personalized Planning Assistance
Experience Our experience with loss helps us identify critical and oft-neglected elements of preparation.
Proper Planning Our unbiased approach as non-attorneys or CPAs helps us create a well-rounded plan specific to your needs.
Accountability We will help you develop and stick to a timeline to keep you on target to find peace of mind.
Benefits of Working With Us
Don’t know where to start? Aren’t sure what you need? Feeling overwhelmed? We are available to help.
Contact us about scheduling a free 30-minute consultation to determine how personalized planning assistance may help in the following ways:
For the one who dies:
Leave behind the greatest token of love for your family
Choose how your body is disposed of after death
Plan how you'd like to be remembered in a funeral or memorial
Control the healthcare you receive if you're incapacitated
Establish how to distribute your assets and belonging after you die
Relieve your family members from having to guess (and second-guess for the rest of their lives) how to proceed with all of the above
Provide peace of mind knowing there is a plan for your family to have what they need
Save money on professional fees during planning
For the loved ones who continue living:
Find peace of mind
Build confidence in your ability to endure loss
Be in control of your life after losing your partner
Ease your transition to a new life
Save on professional fees during planning
Save on taxes after a death
Reduce your anxiety before and after loss
Reduce conflict amongst family members after loss
Honor the wishes of your loved one
Facilitate healthy grieving after loss
Understand how to manage the day-to-day tasks that your loved one used to do
Gain quicker access to resources that will support you after loss
Minimize lengthy court proceedings when settling an estate
Save on attorney fees after a loved one’s death
“Accomplishing hard things requires preparation, a realistic understanding of what may be required, and a willingness to put forth the effort.”