The Living Plan helps you keep your clients' affairs in order, up to date and protected.

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The Living Plan was designed with partners like estate attorneys, financial advisors and home care providers in mind.

The Living Plan was designed with partners like estate attorneys, financial advisors and home care providers in mind. The Living Plan master record contains gap information like bill pay and household accounts, access login and passwords, and medical details like contact information for doctors and prescription lists.

The Living Plan is an easy and efficient option to offset the coordination and organization of your client’s multiple levels of documents and records which make up their life affairs. The Living Plan client manager will coordinate, organize and digitally record all of the important documents, accounts and policy information into the master record. These documents may include;

  • Wills, Trusts, and Power of Attorney Documents
  • Legal agreements & documents
  • Insurance policies
  • Bank accounts
  • Household accounts and bills
  • Investment and retirement accounts
  • Health and medical information
  • Important accounts and passwords
  • Advance Directives and DNRs

Our hands-on guidance and comprehensive checklists ensure that every granular detail of your client’s life affairs is included in one highly secure and easily accessible master record.

And, should your client be in crisis or begin to exhibit signs of diminished capacity, The Living Plan allows quick and easy access by designated family or agents to the documents and vital information from anywhere they are, 24/7/365.

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