National Make a Will Month

 

 

LifePlan is a digital tool built to support individuals and families with the basic steps of estate planning, and further enables you to understand protection first, holistic financial advice and guidance. Best of all, the tool enhances and supports clients in gaining added clarity and confidence about their futures.

 

 

Key details about LifePlan and how it works

 

LifePlan is a self-guided tool for clients to generate estate planning documents, such as wills, advanced healthcare and funeral directives, and powers of attorney. Additionally, the platform offers secure digital storage, so clients can organize new or existing estate documents and related materials, including life insurance policies, bank accounts, and property records.

 

LifePlan is intended for families who need to complete basic estate planning. Clients who have complex situations will have access to guidance from our legal professional.

 

 

We are also providing free consultations with our legal professional for in person or Zoom appointments. If you decided to move forward a full estate planning can be completed at a reduced cost (special ends August 31st). 

 

For those interested in a do it yourself option we have an app available for a monthly subscription as well.

Please visit: www.newyorklife.com/agent/dmpadgett  or  www.newyorklife.com/agent/akscott  to schedule your appointment(s). Thank you!