Your greatest opportunity is your ability to utilise this documentation to ensure ‘nothing is left unsaid’.
Regret can be so debilitating. Unfortunately many families will be left searching for clues as to what to do when their loved ones pass away. This can lead to family angst, arguments and confusion over what action to take.
That's why we created The Legacy Letters. These forms have taken years of experience, gleaned from watching families struggle after loved ones have passed. In all cases, it's been a family who could have benefited from the help, direction, and thoughtfulness which these letters provide. This experience has allowed us to craft these documents to be extremely valuable for those left behind.
Be proud of what completion of these letters will create, and the value you will have provided for your loved ones. It really is your chance to ensure ‘nothing is left unsaid’.
These completed letters will create an extraordinary foundation for your Estate and Succession Plan.
This one is simple.
The Plan B is what happens if the wrong person goes first or what you are planning for (or the most 'likely' plan) doesn't happen.
This is an important letter as too often what we plan for, does not happen the way we thought it would.
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