Completing these unique documents is the most loving and important gift you can give those you care about.
Specializes in supporting California residents in assessing their needs and developing the appropriate estate plan documents
Jane’s career experience in social work and workplace education, combined with her LDA skills, integrity and compassion, provide her clients with solid confidence and reassurance in her services.
If you are age 18 or older, having basic estate planning documents in place is very important to protect you and your loved ones from court involvement if you become incapacitated.
Most people do not know what kind of estate plan they need. You either need a simple WILL or a TRUST. If you would like to figure this out, please send an email to firstname.lastname@example.org and a self assessment tool will be sent to you.
It is not a legal document – it does not distribute your material wealth. It is a heartfelt expression of what truly matters most in your life.
Sharing your life lessons, values and wishes by bringing together your past, present and future can be the most profound gift you give or leave.
Our goal is to help you express important heartfelt details about yourself and your life in a written document, for the benefit of your loved ones and future generations.
How does someone go about actually writing an Ethical Will/Legacy Letter?
The process begins with a free consultation to discuss the possibility of developing your Legacy Letter. We will answer any questions you may have, and if you are interested, help you make a plan to work toward developing your Ethical Will/Legacy Letter. We will help you identify themes around which your Ethical Will/Legacy Letter can be written. When you are satisfied with your content, we can help you complete your project by scanning precious photos to incorporate and then assist with preservation of your Ethical Will/Legacy Letter.
How does the process work?
One-to-one coaching: You work individually with us at times and locations that are convenient for you. This approach provides the maximum amount of support and privacy.