END-OF-LIFE & LEGACY CONSULTING SERVICES
The first responsibility with any end-of-life plan is to make sure your legal affairs are in order. After your Legal PLAN is completed, we move along to your Financial PLAN. After collecting all the appropriate documents, we then design an elder care plan and discuss your final wishes. The final part of the end-of-life planning process includes creating a legacy will for your heirs. Your legacy plan is a document, which allows the client to preserve their values, family history and gratitude for generations to come. In Mary’s upcoming book, “Designing Your Legacy Will: Preserving Your Values and Life Experience for Others”, she presents guidelines to create your own unique Legacy Will ? from a simple letter to your loved ones to a more complex personal history, genealogy or DVD/scrapbook profiling your entire life with photographs, music and more.
If you like the idea of creating your own legacy will but can’t seem to get around to writing one, don’t know how to start or what to say, or aren’t comfortable completing the process on your own - let us help. Legacy Plan Consulting provides the support that you may need to complete the interview, writing and editing process. We will help you identify your values, stories and messages that matter most, guide you through our proven process to find the right words and sentiments for each of your intended recipients, provide the level of support you desire (whether it be writing, editing or serving as your sounding board). We will work closely with you to make your legacy will reflect your own unique voice. We will help you locate family historical information, photographs, genealogy, or video/DVD. We will assure you of confidentiality at all times and provide resources as needed to create the final product.
We offer consulting services that provide leadership, support and resources to clients as they manage the challenges that arise during end-of-life planning. We are ready to use our knowledge and expertise to support the Baby Boomer Generation–who is being stretched between their own concerns about the health and the welfare of their families and their parent’s challenges with growing older. Professionals, such as attorneys, physicians, executives, accountants and financial planners who work with managing the wealth, health and estate plans of others, need to consider all of their clients challenges and offer the appropriate resources.
Legacy Plan Consulting provides a variety of services to individuals and organizations as they grapple with the four aspects of End-of-Life Planning: 1) Legal Planning, 2) Financial Planning, 3) Last Wishes and 4) Legacy and Succession Planning. From assessing the client’s needs to creating and implementing a complete end-of-life plan, we work with each client in a confidential and supportive way.
Advanced Legal Training Institute offers Legacy Plan Consulting Services to assist both you and your firm in answering the needs of your clients, our menu of services include:
- Assistance with Elder Care Challenges such as choosing a nursing home, working as a liaison from out-of-state with caretakers and medical personnel, etc.
- Interviewing & Hiring Care Givers such as hiring 24-hour nursing care, household help with meal planning, errands, bill paying, shopping, correspondence, clutter and help with creating a Household Management Guide for Elders and completing a Household Inventory.
- Acting as a Liaison between hospice, medical personnel and the client.
- Creating Notes of Interest on the history of items (jewelry, silver, china, painting, etc.) that will be heirlooms for others.
- Creating a Legacy Plan–designing a love letter to family and friends, which outlines the client’s family history, genealogy, education, life challenges, values, and memories for others. By consolidating photographs, notes, memorabilia, news clippings, etc. an important heirloom will be created for generations to come.
- Creating a Funeral Plan by pre-planning the funeral process (writing the obituary, mortuary or cemetery choice, cremation or burial, staging of the burial (e.g. Veteran or special military burial, etc.). Choice of priest/minister, guest list, travel arrangements, speakers at service, photographs to be shared, scripture/poetry to be read, music to be played, etc.
- Providing Assistance with End-of-Life Planning & Administration of the Trust; coordinating property sales, arranging storage facilities, collecting papers, consolidating accounts and providing client support in conjunction with legal counsel.
- Providing Grief Coaching and Conflict Resolution; learning to understand the grief process and time line, develop support networks and/or secure professional grief counseling.
