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Resources for Planning
Preparing for transition is the most thoughtful choice you can make for the loved ones you leave behind. This section of our website was developed to give you resources that will assist you in deciding what planning options fit your needs. Once you have decided on the right insurance plans and have gathered all the necessary documents, let us help you organize your administrative documents with a customized Transition Roadmap.
When we complete our affiliate partnership integrations, Subscribers to Plan the Course© will have access to these documents at their fingertips in a secure filing cabinet, as well as other beneficial platforms that support a healthy family legacy. In the mean time, Ensure that you keep your important files current by updating them whenever you have major life events.
Pre-Planning
Between 70 and 75 decisions are made within the first 24-48 hours of death. It is difficult to think rationally while making so many decisions within days of losing someone. Pre-planning gives you, your family and friends peace of mind. Pre-planning gives your loved ones direction of your wants and desires.
Resources
Insurance
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State by State
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Funeral Services
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Funeral Planner
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Final Moments Coach
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Financial Accounts
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Grief Resources
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Legal Advice
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Estate Planning
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