Set your heirs up for success.

Effectively organize your final-phase paperwork, make your wishes known, and prevent future burden on friends and family. 

Losing someone we cherish is already a heavy burden to bear. Alleviate additional stress by ensuring all loose ends are tied, clear instructions are left behind, belongings are organized, paperwork is simplified, and access to crucial accounts is readily available.

In this 1-hour session, we will give you information and tools you can use to get started.

1. Hear real-life best and worst-case scenarios.

2. Discover the essential documents necessary for creating a final plan. 

3. Understand available resources to help you gather and safeguard documents, possessions, and memories, and how to safely share them with key people.

In-person or Webinar-style presentation.

Price Upon Request.

Hosts

Ranya Haddad - Assistant Vice President. Small Business Banker, Western Division

Jennifer Hancox - The Edna Collective. Owner, Designer, Appraiser

Stacey Tunteri - Stacey Tunteri LLC. Professional Organizer, Digital Organizing & Productivity