The Living Plan is a technology based system for organizing and storing all of your household, financial records, and basic healthcare information digitally.

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The Living Plan provides hands-on, face-to-face support to help you organize and digitize your affairs. We also provide recommendations, resources, and checklists to help you put together a complete portfolio of documents and accounts which are stored in your Vault. We input all of your records and help you keep them updated as needed. When you have a change in your affairs, we are there to help you update your vault.

Our Vault uses a 256-bit secure socket layer to scramble your data and prevent access to unauthorized users. This is the highest level of encryption technology used today, and twice what banks and financial institutions use. The vault is accessible by you or your designated agents on demand, 24/7/365.

Hands-on guidance and support

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123 South Marengo Ave., Suite 200, Pasadena, CA 91101

1200 Newport Center Drive, Suite 200, Newport Beach, CA 92660

3625 Del Amo Blvd., Suite 380, Torrance, CA 90503

 

Hands-on guidance and support

Bank Accounts

Attorney, Trust and Power of Attorney Directives

Household Accounts and Bills

Investment Advisor, Investment Accounts, and Retirement

Insurance Provider and Accounts

CPA or EA; Tax filings

Medical Partners; Specialists, Prescriptions, Advanced Directive

Family Documents and Accounts

123 South Marengo Ave., Suite 200, Pasadena, CA 91101

1200 Newport Center Drive, Suite 200, Newport Beach, CA 92660

3625 Del Amo Blvd., Suite 380, Torrance, CA 90503