NEW! Lifespan’s Peace of Mind Planning Service
A new service from Lifespan that can ensure that you and your family are prepared for the unexpected.
Think of all the details that your spouse or family needs to know if the unexpected happens.
- Where are your bank and retirement accounts?
- Where is your safety deposit box?
- Where are your life insurance policies?
- Where is your Will?
- Are your insurance and other beneficiaries updated?
- Who is your lawyer?
- How many credit card accounts do you have?
- Where is your Social Security card?
- What are your debts?
- Where is your pension information?
- Do you given your Power of Attorney to someone you trust?
- Who is your health care proxy?
- Where are your electronic passwords?
- And so much more.
It’s so easy to put off this type of organizing and planning. But not organizing and not planning will make a crisis that much harder for your family.
We Provide a Planning Coach
Your personal planning expert at Lifespan can help you organize all your important legal, financial documents/accounts and health information with attention to your needs. We’ll tell you what you are missing. We’ll give you written recommendations for future action. And we’ll call you in six months to remind you about your action items.
Lifespan’s Peace of Mind Planning service consists of one telephone consultation and three personal meetings. At end of the planning process, you’ll receive an easily updatable three-ring binder to take home. And, if you would like, we can also store a secure copy here at Lifespan.
When even thinking about this process seems overwhelming, Lifespan can help.
Don’t wait, and don’t hesitate.
Lifespan is our community’s trusted source for just this type of guidance. It will bring you and your family such peace of mind.
There is a fee, but you might find this is the best money you’ve ever spent.
To take it on – with our help – call Lifespan at 244-8400, ext. 116.
