THE WHOLE LIFE LIST SYSTEM
There comes a time when you realize a parent, loved one or client is in the sunset of their life. If you’re fortunate, the realization is gradual. However, sometimes you’re blindsided by events and suddenly facing a stark new reality.
In either scenario, helping this person get their affairs in order ahead of time is in everyone’s best interest.
We know personal affairs are personal and having conversations to prepare to transfer control over them can be uncomfortable and emotionally overwhelming. As such, we’ve designed a system that allows you to capture all of the important details over a 12-month period.
The Whole Life List is a systematic approach to capture all of the essential details of your loved one’s personal affairs in one place. Our trained money managers offer this service to our clients. And now, for the first time ever, to help foster healthy, respectful and clarity-driven conversations and planning, we’re offering these tools to you in our FREE email series.
THE WHOLE LIFE LIST SYSTEM IS A FREE EMAIL SERIES THAT HELPS:
Guide you through monthly exercises to ensure you secure all the information you need to seamlessly transfer control of your loved one’s or client’s personal affairs.
Break down what can seem like an overwhelming amount of vital information into 12 months of key focus areas, making the transition less intimidating and more practical for all parties involved.
YOU’LL GET
Monthly downloadable activity templates to help you capture all the information you’ll need by focus area to get your parent’s or client’s personal affairs in order.
Assurance you’ll be prepared to handle your loved one’s affairs when the time comes.
Whether you’re ready to begin having these practical conversations, or you simply want to prepare for the future, sign up to get started with the Whole Life List.
WHERE SHOULD YOU RECORD YOUR WHOLE LIFE LIST INFORMATION?
We intentionally refrain from telling you exactly where you should record the information for the Whole Life List because we think it is best for each person to decide their own best method for recording the information. Some possible ways to keep the Whole Life List are:
Handwritten in a notebook or journal
In a word processing document (e.g., Word)
In a spreadsheet (e.g., Excel)
In a Workbook (e.g., Memorybanc, Get It Together, etc.)
In a web-based application (e.g., www.everplans.com)