Workbook & Planner

The workbook will guide you through every aspect of planning, with prompts to inspire you and get you thinking about your wants and needs.  This is not meant to be shared, but rather used as a roadmap for finalizing your wishes. 

The planner is the ultimate gift you leave for your loved ones, as it will contain everything they need to process your estate and honor your wishes.  Whether you’ve completed the workbook, watched our video series or worked with us on a one-on-one basis, you have done a lot of work and made many decisions. The planner is where you record the fruits of that labor. It is designed thoughtfully to accommodate copies of important documents and photos, with an option to fill in and print the pages if you anticipate making many changes. 

At this time, the workbook and planner are available only to clients and for purchase at in-person events.  If you are interested in these items, please contact us.