Let’s protect your independence today, so you can finally enjoy your golden years

You’ve spent the last several decades worried about everyone else. You’ve been putting their needs before yours since before they could walk, now it’s time to take care of yourself.  

Let’s put you first by creating the plans that protect your independence from today into their future.  

You need to create a plan that protects you and your loved ones so that you can sleep easy at night knowing that everything’s taken care of.

Are you ready to get your peace of mind?

You’re the expert in your life, your family, and you’re the person who keeps all the balls in the air.

You’re worried that your best friend and partner will lets the balls fall if something happens to you.

That’s why you’re here. You want to know how you can keep the balls in the air if you’re not there to do the juggling.  

That’s why we’ve created the Giving Forward Program which include essential legal planning tools and documents to satisfy even the most thorough of planners.

Protect your medical decisions with an Advanced Health Care Directive

What if you were able to make medical decisions today that had an effect in the future? 

We never know what the future will bring, but that doesn’t mean we can’t prepare for the uncertainty by creating guidelines that will protect our independence and medical decisions 

Your Advanced Health Care Directive, sometimes called a Living Will, let’s you do just that. 

You have the right to protect your medical decisions today by creating your Advanced Health Care Directive that makes sure you receive the medical care that you want, even when you can’t speak for yourself. 

The Will that you create is better because than one you download it’s designed for you by you

What if I told you that you can personalize the law? You can change how some laws applies to you simply by signing your name (in cursive, because that’s how it’s done). 

What happens when you sit down each week or month with your daily calendar to put together your doctor’s appointments, events at your church or temple, or to look up a grandchild’s birthday? 

You only add your family’s events, right? Maybe you add a friend’s birthday party, a kid’s test date, or a religious holiday, but only the events that your family celebrates. 

Why do you do that? 

Because it’s your calendar for your family. You started with a blank calendar and filled it with dates and events that are only important to you. 

Imagine if you borrowed your friend’s family calendar. It’s totally useless to you, right? You don’t care when your friend has a meeting with the plumber to fix her leaky sink, or what times of day she’s supposed to take her thyroid medication.  

(Well, of course you care because you want her to stay healthy, but realistically you care in the abstract about her taking her medication, you need to know exactly what times and in what dosages.) 

Your Last Will and Testament is the same as your family calendar. It’s yours. It has to tell your story. 

It doesn’t do you any good to copy your neighbor’s Will. That’s like trying to get a plumber to show up to deliver a prescription. It just doesn’t make sense. 

Just like your customized and personalized calendar, your Will and your estate plan need to be customized and personalized to fit you, your lifestyle, and your family.  

How does this work?

Getting started is simple (and free)! For reals … 

Just click the button that says, “Apply To the Giving Forward Program.” 

You’ll be able to sign up for our client portal and start gathering all the information you need to create your Will. 

Once you’ve completed your information, you’ll be able to schedule your Virtual Estate Planning Session.

During your Planning Session, we’ll go over all the information that you provided, we’ll help you figure out the best way to accomplish your goals and then you’ll receive a customized proposal about your personalized plan.

Imagine how empowering it is to have a plan where you take control of your life today?

Imagine the peace of mind you’ll achieve by not having to worrying who will catch all the balls you’re juggling in your life if you’re not there to do the juggling? 

After your Planning Session, we’ll use all the information that you’ve gathered and your goals, hopes, and dreams that were discussed during your Planning Session and turn that information into your personalized Last Will and Testament and estate plan. 

The last party we have is your Signing Ceremony. That’s when you “swipe you pen” across the paper and change and personalize the law as it applies to you and your family.

Your Will and your estate plan are complete and your family is protected.

Bonus: Celebrate! You’ve accomplished a majorly huge task, checked a box on your #adulting to-do list, and achieved peace of mind. It’s time to celebrate your accomplishment in the way that you do.

Why is this better than some online document company?

Because we’re real, actual people that you can call up and complain to. Sure, you can call an online company and complain, but will they help you resolve your complaint?  

We’re in this to help you achieve your planning goals, which means we’ll stick with you as long as you want us to continue helping.  

When you speak with us, you’ll be speaking with us, not going through a “customer service representative” who can’t help you make a decision on what you should do next.  

We don’t even have a phone tree set up, so you won’t get lost in voicemail land. (But you may sometimes have to leave a voicemail …)  

You get our direct phone numbers.  

When you call on our direct number, you get us. 

Beyond that, you’ll get one on one attention from us at every step of the process to make sure that your estate plan matches your goals. 

Your goals become our goals and we’re going to hold you accountable to accomplishing them. 

Peace of mind from planning

There are many ways to create your Will or your Trust, but there is only ONE Giving Forward Program, which helps planners like you design, create, and customize your Will or your Trust so that you get exactly what you need to make sure that your family will always have what they need to be financially secure, emotionally strong, and so you can get your peace of mind.