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The primary advantages of pre-planning your transition and organizing your important financial documents is to relieve the burden on your loved ones. In an already emotional time planning ensures your wishes are carried out, eliminating the task of second-guessing what you would have wanted. Taking the time now to arrange your documents and pre-plan your funeral is one less thing your loved ones will need to worry about once you’ve passed. Organizing your estate, pre-planning and pre-paying your funeral expenses are the most thoughtful gifts you can give to your family. Plan The Course© brings estate planning and funeral planning resources together in one place to provide ease of access, simplicity and guidance for your peace of mind for:

Family Members
Business Owners



Transition planning...simplified. Organize important documents and contact information.



Pre-planning your funeral and organizing documents is one of the most thoughtful gifts you can give to your family.


Peace of Mind

Step by step instructions to help ensure that your family has the tools and resources they need to carry out wishes, complete tasks...and heal.

Planning Your Course

Although many of us do not want to think about it, we are all on a path to transition, and at some point in our lives have been affected by the passing of a close family member or friend. In the wake of grief comes the responsibility of planning funerals, closing accounts, and filing estate paperwork. These things may sound simple, but when coupled with the emotional elements of loss, they can be overwhelming to do. That's why it is important to have an easily accessible, centralized, updatable process in place not only for your peace of mind, but the peace of mind of those you leave behind.

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