Life and Legacy Planning Session
$750 – 2 hour session, pre-work required
If you choose to engage in Life and Legacy planning the Life and Legacy Planning Session is where we begin. Prior to the session, you complete a Family Wealth Inventory so that you come into this session more financially organized than ever before holding a clear picture of all your physical & intellectual assets, and the goals you want to achieve through planning. Family Wealth is more than just property and money, and this abundant approach to planning to enhance the holistic wealth of your family will come through with Angel during this session. You will be offered education, options, choices, and clear explanations and leave the session clear and satisfied with the planning options you choose.
Life and Legacy Planning
Flat Rate – Cost and Length of time varies
Based on the decisions you make in your Life and Legacy Planning Session, you will be guided through a multi-week process to complete your comprehensive life and legacy plan, and if applicable, kids protection plan. Details of this planning process will be provided during the Life and Legacy Planning Session. What is most important to know is that Angel is not just preparing documents for your family, but is your family’s trusted advisor, there to ensure the goals and desires for your family are facilitated in the most compassionate, abundant, and thoughtful way possible.
Kids Protection Program
What would happen to your kids if you were suddenly gone tomorrow? Does your babysitter know who to call if you do not come home? Who would make sure your children are taken care of if you were suddenly in the hospital? Even if you have named guardians in your will, these do not take effect immediately. The Kids Protection Plan® walks you through the process of naming temporary guardians and putting a plan in place just in case something unexpected happens to you. Want to learn more, or walk through the Kids Protection Plan® with Angel? Book a quick call today to discuss doing a Kids Protection Plan® during your Life & Legacy planning session.
The Basics – Will, Power of Attorney, Medical Directive
1 hour consult + document drafting
Every person who is 18 years or older is recommended to have a Last Will and Testament, a Durable Power of Attorney, and a Medical Directive (a “living will”, as it is commonly known). In this session, clients work with Angel to walk through the basic planning questions so she can draft these 3 documents for you, along with the advice required to ensure they function as they should. Clients are given a short questionnaire to work on prior to the consultation, and homework to complete after.
Medical Power of Attorney
1 hour consult + document drafting
Health and wellbeing can be fragile things, and sometimes we are blessed with the knowledge that there will come a time when we will be unable to make health care decisions for ourselves because we will not be cognisant anymore of what those choices mean. This could be because of a diagnosis of a disease that causes cognitive degeneration, dementia, or the possibility of long term periods of unconsciousness. A Medical Power of Attorney allows you, while you are still fully present, to have these discussions now, with a loved one, who will be empowered, when the time comes, to act on your wishes as you have set them forth. A Medical Power of Attorney is also recommended for anyone who is reaching the golden years of their life, and who is in a risk group for COVID 19.