The Living Plan eliminates the scavenger hunt most families endure when a loved one is sick or incapacitated

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The Living Plan simplifies and streamlines stepping in for a loved one during a crisis.

The Living Plan organizes and maintains a comprehensive set of financial, household and basic health information and important documents within a secure virtual vault, which can be accessed online 24/7 by your designated agents. So, when a crisis hits and intervention is necessary by a loved one, they can quickly and easily access your master record listing all of the necessary documents, accounts, and records they will need to step in and help out. Some of these records include:

  • Trusts, Wills & POA’s
  • Insurance Policies
  • Bank Accounts
  • Household Accounts and Bills
  • Investment and Retirement Accounts
  • Health and Medical Information
  • Important Accounts and Passwords
  • Advance Directives and DNRs

The Living Plan provides ongoing support and records management to maintain continuity through-out the client life cycle and relationship. Client information is collected and updated regularly, ensuring that when a crisis hits, all accounts and records are accurate and available on demand.

How organized should you be?

Should anything happen to you or your loved ones, are your life affairs truly organized? How easily could someone close to you step in and manage your affairs for you?

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

 

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