Create a Legacy - Are you making your life count?



Tools
                            We offer many tools to help you in creating your legacy...

How To De-Clutter Your Important Papers Booklet
This booklet, for caregivers, includes a step-by-step action plan on how to create a workable system for storing important information. It includes time frames for keeping items. There is a special section that focuses on personality traits that either enhance or hinder your progress.  If you would like to obtain a copy for FREE please email us and put "Bonus Item" in the subject line. Or, you may submit your request below.

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Create-A-Legacy Workbook
The workbook’s easy-to-follow format contains the four pillars of creating a Legacy.  It also includes an additional bonus section for “De-Cluttering Important Papers”. Each of the chapters has a section to write notes or thoughts, making this book a unqiue personal record that can be referenced again and again.  Purchase of the workbook includes a FREE 15-minute Laser Life Coaching session!

Chapters Include:

  • Values and Life Lessons
  • "Our Stuff" - Momentos of a life lived that we value
  • Leaving a Financial Legacy
  • "How to De-Cluttering Your Important Papers"
  • What do I need to cover when I meet with my estate/financial planner?
  • Final wishes

 

If you would like to purchase a copy of the workbook, please add the workbook item to your cart.  We use trusted PayPal as our shopping cart system.  If you do not have a PayPal account and would like to purchase a copy using a different payment method, please contact us.

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Consultation
When my mother had her stroke 2-years ago, I wish I had someone who I could talk to.  I was confused and scared and did not have a clue about how to care for her.  If you or anyone you know is facing a life-changing challenge, this FREE 20-minute consultation may be a wonderful and helpful resource to them.  I have experienced this first-hand and throughout the process learned of what steps one needs to take, when to take them and help you take them.  If you would like a free consultation, please email us and put "Consultation" in the subject line.  Or, you may submit your request below.

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Create A Legacy Workshop
We all know that when stress happens, as is so often the case when there is change, we need to ease our fears. Our team of experts will help you navigate through the maze of legal, tax, financial, real estate, life issues and even spiritual issues to give them peace of mind as they face their personal change.

In our workshop, we will discuss the “four pillars” of a family legacy. The four pillars are:

  1. Your values and life lessons – How will they be left? Audio? Video? Book?
  2. Your personal possessions of emotional value – How will those be distributed so that no conflicts arise among your heirs?
  3. Your instructions and wishes to be fulfilled – Who are these key individuals that should be contacted? How do you make sure your wishes are fulfilled? Have you created an “Ethical Will”?
  4. Your financial assets or real estate – Are they in order so that they will go to your loved ones or your charities of choice? Realizing that if left unaddressed, or if properties are not properly titled, you are setting up for the government to take an unfair share.

Our team understands that you want your life to have mattered and by making sure that the four pillars are addressed, we are doing just that. Our goal is to help individuals who have so much to share to give them a voice through our legacy program.

We will work with you to custom design your workshop. Please contact us and put "Workshop Interest" in the subject line for further information as well as for pricing.  Or you may use the form below.

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Weekly Words of Wisdom  (FREE OF CHARGE)
Receive weekly inspirational emails that will cover the 4 pillars of creating a legacy (life lessons/values, memorabilia, financial issues and final wishes).  Or you may also choose to purchase all wows in a book format which provides additional features such as guided lists and note-taking journaling areas.

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To purchase the WOWs Book - Choices (2010) book...

Hard-copy version

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