"Harmony & Serenity" Legacy Planner
An estate planning framework for achieving peace of mind, knowing that your affairs are in order and that
YOUR LEGACY WILL ENDURE.
What do you want your legacy to reflect beyond material assets?
Do you have a comprehensive understanding of the core necessary legal documents and their implications?
Have you documented key information and instructions to support your loved ones in managing your estate and the stewardship of your legacy?
Should you pass are you sure you are not leaving behind a BFUM(Big Fat Ugly Mess)?
Basically, are your affairs really in order?
The BIG questions are.................
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"Harmony & Serenity" Legacy Planner
Welcome to "Harmony & Serenity" Legacy Planner."
This book is a legacy planner as well as an estate organizer. The planner is a comprehensive guide to creating a lasting legacy that reflects your values,
helps preserve wealth, and provides for future generations. In this book, we delve into some essential components of legacy planning, offer practical advice,
and present actionable strategies to help you navigate the complexities of estate planning and leaving a meaningful legacy.
Whether you're just beginning to think about your legacy or seeking to refine your existing plan, this book will empower you to make informed decisions
and take proactive steps toward building a legacy that endures. Herein, you'll find a list of some of the critical areas of your life and estate, each addressing
key aspects of legacy planning and providing guidance to help you craft a legacy that reflects your unique vision and values.
Here are some of the areas of your life, estate and legacy covered in this planner:
• Are your core critical life documents completed and/or updated and organized so someone else easily locate them?
• If you pass can someone easily contact key family members, doctors, financial advisors and others?
• Are your life insurance policies organized and easily located?
• How do your successors find all your logins, passwords, lock combinations, lock keys, etc.?
• Where are your secret places and hidden spaces where you keep private things?
• What will happen with your pets?
• The biggest issue: Regarding all your possessions and assets, how will you distribute your legacy to your family, friends and organizations? Are you at ease that the
stewardship of your legacy and estate will be done harmoniously, in line with your desires?
• One Last Thing: After you pass, how would you like your life to celebrated? Do you want a funeral, do you want to be cremated or have your body composted? Would you like
to fund a party in you honor. Do you have other special wishes and requests? How do you relay all this to your successors?
As you can see there a several areas for reflection when considering your estate and legacy.
Are you sure you have them all covered adequately?
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"Harmony & Serenity" Legacy Planner.
Thank you and good luck!