Family and Community

Legacy

Why Should I Plan Now?

Comprehensive end-of-life planning encompasses so much more than just a will. By providing you guidance on all the intricate details from developing advance care directives to securing your digital estate, Kelly will help you develop a plan that considers a meaningful end-of-life while also contemplating your legacy. Planning now, empowers you to take control of your arrangements. It ensures your wishes are communicated and it offers peace of mind for both you and your loved ones. Our services allow you to live your life and prioritize what truly matters.

"I just don't have time..."

Are you sailing through the vibrant chaos of life's messy middle? If you're juggling a mortgage, growing assets, energetic kids, and the needs of older relatives, I get it. I'm right there with you.

In this whirlwind of responsibilities, end-of-life planning often takes a backseat. It's easy to think, "I'll get to that... someday." But here's the truth: Don't wait to find out the hard way.

Legacy Blueprint was born out of real life experiences of seeing what families really need when someone dies. It is not just legal documents, but a comprehensive blueprint for navigating life's most challenging moments.

Watch the video to learn more about Kelly’s story.  

Get access to planning content that you can follow at your own pace. In the course, you will walk through the planning process in easy to digest modules. You will be provided with everything you need to help ensure your planning actually gets done including easy-to-use templates.

Self-Directed Online Course

Accelerate your success in completing your plan with personal one-on-one guidance. Through a series of focused sessions, work through the various modules together, ensuring you gather all the essential information to complete your plan with confidence. 

One-on-One Planning Package

Get through the online course but need a one-time session to help you pull all the pieces together?  During this session, Kelly will help to troubleshoot any areas you might be stuck on and coach you through the challenges you are facing. It is the perfect motivation to help complete your plan.

One-Time Coaching Session

Frequently Asked Questions 

  • This course is for anyone who wants to take control of their end-of-life planning. Whether you're young or old, it's never too early or too late to start planning for the future.

  • We offer a comprehensive approach to end-of-life planning, going beyond traditional legal and financial considerations. While we don't create legal documents like wills or powers of attorney, we provide valuable insights to inform these crucial steps. Similarly, we touch on financial planning and insurance aspects without delving into specific financial advice.

    You'll Explore:

    End-of-Life Care: Navigate important decisions about your care preferences with confidence.

    Final Wishes: Determine your choices for body disposition and envision your ideal funeral or celebration of life.

    Legacy Planning: Discover meaningful ways to pass on your traditions, values, and stories to loved ones.

    Living Your Legacy: Reflect on what makes a good life and how your current choices shape your lasting impact.

    By the conclusion of this transformative journey, you'll be empowered with knowledge and practical tools to create three essential documents that complement your legal will and power of attorney:

    1. The Master List: A comprehensive guide to your affairs
    2. Your Advance Care Directive: Clear instructions for your medical care
    3. Memorandum of Wishes: A personal testament to your values and desires

    These documents, along with the insights you gain, will form the cornerstone of a well-rounded end-of-life plan that truly reflects your wishes and values.

  • The online course contains everything you need to complete your plan. But if you are feeling overwhelmed or get stuck along the way, don't worry - I have got you covered! You can add-on a coaching session to get you back on track. In these sessions, we can tackle whatever it is that you might be struggling with to ensure that you are able to complete your plan!

  • Definitely. If you are unsure whether to choose the self-directed online course or personalized one-on-one planning package, book a discovery call (under the personalized package) and we can have a conversation about both options to see which would be the best fit for you.