Continued: So You Do Estate Planning Facilitation? What Does That Mean Exactly?

Outcomes you are likely to experience through our work together:

·         Your time is leveraged.   You spend less of your personal time getting your estate plan completed because someone else is juggling the details for you.

·         Your planning is completed more quickly and harmoniously than if you had done it alone.

·         You have the support of a team of advisors who have your legacy and goals in mind.

·         The knowledge that you have a partner to help you put together a plan, navigate through the estate planning process, help identify the legacy you want to leave, and with whom to talk through difficult issues.

·         The support of someone who can help facilitate your decision-making, help you de-brief after advisor meetings, and bounce ideas off of – all in a safe environment.

·         You feel less alone with your questions.

·         Your concerns are heard and understood and you feel understood and cared for through the process.

·         Guidance from someone who is readily available and gently holds you accountable.

·         Your plan moves along while you’re on vacation or away on business trips.

·         You’ve identified the legacy you want to leave and you’ve completed the steps to meet this goal.

·         You and your family are happier and family relationships are stronger.

·         You  feel you’ve put things in good order and helped put the next generation  on the path to financial stability.

·         A sense of order, relief, and peace of mind.

·         You’re able to live more worry-free.