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Leaving a Legacy

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What kind of paperwork legacy are you leaving for your loved ones if something unexpected happens to you? Will they know where your crucial legal, financial and insurance documents are, who to contact and important login information?

Ensure that you and your loved ones are ready for a Life Event – expected or unexpected – by having critical documents, contacts and login information updated and organized. Leave a paperwork legacy that you are proud of, and that will help make a difficult situation a little less stressful.

Karen’s Life Event Advanced Planning (LEAP) Process will guide you through a process to:

  • Gather all of the pertinent information and documents.
  • Record everything in their current state. This gives an overall picture of the content of your
    documents and accounts, and can help identify gaps. It will also be a resource for loved ones if
    something happens to you.
  • Develop a plan of action to update documents and accounts, as necessary.
  • Store your documents and information in appropriate and safe locations.

Ready to get your crucial documents organized? Fill out our contact form to get started!

Plan to Prosper

Download our Free Worksheet:

"Financial Prosperity Goal Setting Handout"

Financial success doesn't happen by accident. Learn how to Plan to Prosper. You'll also receive helpful tips through our periodic newsletter.

Thank you for your interest in building your "Plan to Prosper" You can download the worksheet here. We hope you find the information helpful and look forward to speaking with you soon.