CenterPoint –
Life Plan Organization Service
When you want to get your legacy organized to make things easy for your loved ones they need it, our professional legacy document organization services transform overwhelming collections of important papers and records into an organized collection.
First, together we assess and discuss important information about you:
- Who you are – Who are your important people, pets, hobbies?
- Your medical and financial conditions – Who is your doctor?
- The documents you already have in place such as wills and trusts, medical and financial directives, current debts, assets, etc. – Is there a document you haven’t completed yet?
- Your digital assets such as social media accounts, online banking accounts, etc. – Do you have legacy contacts or beneficiaries where available?
- Any personal items you wish to pass on to others – for instance, the turkey shaped gravy boat that everyone adores.
- Your end-of-life wishes and remembrance arrangements – Do you have any advanced preparations? What do you want in your obituary?
Then, together we:
- Organize documents into one easy-to-use Life Plan binder.
- Create a digital file of your Life Plan binder so you can easily share it with your important people
If anything is missing, we:
- Will make recommendations for professionals, such as estate planning attorneys, financial advisors, accountants, etc. who can help you prepare new or update older, outdated documents that are essential a complete legacy.
- Give you resources for further legacy organizing, such as preserving stories and photos
Meetings can be in-person or virtual.
Start with a free introductory call.