This kind of planning can feel daunting - we know firsthand - but completing just one or two items in your Everplan can still be very meaningful to your family.
Parents of young children with minimal savings or assets, for example, are encouraged to create a will so that they can designate guardians in the event that something happens to them.
Even if you’re not ready to commit to creating your will, being able to access all of your banking and online account information can still be a lifesaver for your family.
Our hope is that getting started with a couple of high-impact To-Dos will spark the momentum needed to keep going - so get started!
Have more questions? Contact us