Helping you get your affairs in order before the unexpected impacts your family

Download free resources today and gain peace of mind regarding the future of your family.

Download Free Resources

Helping you get your affairs in order before the unexpected impacts your family

Download free resources today and gain peace of mind regarding the future of your family.

“The workshop was definitely motivating and helpful. This is an issue that is very concerning for me right now.”
- Lisa M.

Benefits of Working With Us

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.

“The content included vital and often-overlooked components of preparation that I can share and discuss with my spouse.” 
- Michelle W.

Meet Us.

After losing young spouses to cancer, we created Prepare Your Affairs to share what we have learned about the value and importance of preparing for the unexpected. While we hope that each family's plan will not be needed for many years, we know that accidents and illness can change everything in an instant.

Using our experience and our access to others who have been through this journey, we have gathered and organized helpful tools and resources to simplify the readiness process. We are eager to assist you in your preparations and help you achieve peace of mind knowing your family's needs will be met.

We invite you to share these resources with others whom you love.

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"Accomplishing hard things requires preparation, a realistic understanding of what may be required, and a willingness to put forth the effort." -- Andi Jones

The relief and sense of accomplishment you'll feel when you have your affairs in order is energizing.

01

Peace of Mind

You will rest easy knowing that if something unexpected happens, the surviving family members will have the resources they need to endure grief and move forward with a productive and joyful life.

02

Confidence

Having a solid plan in place to protect and sustain survivors gives them confidence and strength to adapt and overcome the biggest challenge they'll ever face.

03

Control

A good end-of-life plan will allow those left behind to make decisions because they choose to, not because they're compelled to.

04

Freedom to Grieve Properly

Having a plan that minimizes the burdens of dealing with a loved one's death allows the family to grieve in a healthier way and to support other loved ones in their grief as well.

Free Downloads, Tips, and Helps:

  • Readiness Quiz -- Evaluate your financial, legal, mental & emotional, and practical readiness
  • Estate Plan Checklist -- Learn what documents go into an estate plan
  • Post Death To-Do List -- Immediate tasks to be done when a loved one passes away (coming soon)
  • Widow & Widower Survey Results -- Learn how preparedness impacted those who have already experienced the death of a spouse
  • Blog Tips -- Read in detail about a variety of end-of-life preparation topics
  • Free Consult -- Not sure where to start? Let's talk! Schedule a 20-minute free consultation to discuss your situation and how we may be able to assist you.

Not sure where to start? Schedule a 20-minute free consultation to discuss your situation and how we may be able to assist you.