Workshop Luncheon

Life &Legacy

Join us as for this free 2-hour event.  We’ll be teaching attendees step-by step on how to create their very own personalized plan using this one of kind comprehensive online digital archive with industry-leading security technology that's easy to create and easy to share.
Bring Order To Chaos
 
Get everything important organized once and for all -- Wills, Life Insurance policies,healthcare documents,pet information, digital accounts, and so much more 
Be A Hero To Your Family
​
Make sure the people you love the most have all the vital, useful, and heartfelt information they’ll need in case something happens to you:
 
LEGAL INFORMATION
  • Wills
  • Power of Attorney
  • Contact details for attorneys
  • Advance Directives
 
FINANCIAL INFORMATION
  • Bank and broker accounts
  • Insurance documents/agent
  • Safe deposit/storage locker
  • Contact details for accountants
 
HEALTH INFORMATION
  • Medical history
  • Living will and healthcare proxy
  • Contact details for doctors
 
KEY PERSONAL INFORMATION
  • Letters and notes to your family
  • Important addresses
  • Account details for utilities
  • Online accounts
  • Communicate your funeral wishes
 
Bring a laptop and get ready to discover the best way to organize your life & legacy. Light snack and refreshments will be served. Limited seats available.