In an emergency or unexpected situation, the last thing your loved ones should have to do is search for information, sort through paperwork, or guess at what comes next. The Practically Perfect Planner is designed to make difficult moments easier by keeping essential information organized, clear, and easy to find in one place.

The planner brings together key personal and family details, financial accounts and assets, important contacts and advisors, medical preferences, and the location of legal documents and records. Instead of leaving loved ones to piece things together under stress, the planner provides a clear roadmap, helping them act quickly and confidently when time and clarity matter most.

Depending on the estate planning package you choose, the Practically Perfect Planner may be provided as a self-guided organizational tool, with a detailed in-person overview explaining how to use it, allowing you to complete it at your own pace. For those who prefer hands-on support, the planner can also be built together during an attorney-guided working session, ensuring everything is thoughtfully organized and complete.

The Practically Perfect Planner is designed to work alongside your estate planning documents, not replace them. By bridging the gap between legal planning and real-life emergencies, it helps reduce confusion, stress, and uncertainty for the people you care about most, allowing them to focus on what truly matters during challenging times.

A well-crafted estate plan takes care of your estatem the Practically Perfect Planner takes care of business in the event of an emergencym but a Legacy Video is the heart of your estate plan. It captures what matters most to your family in a way no document ever could.

A Legacy Video allows your loved ones to hear your voice, see your expressions, and feel your presence long into the future. Through your own words, you can share stories, values, life lessons, and messages meant specifically for those you care about most. For families, this often becomes a source of comfort, connection, and reassurance during times of transition or reflection.

Legacy Videos are created through a guided recording session designed to feel natural and unhurried. You are provided with thoughtful prompts in advance to help you decide what you would like to share, and the session moves at a pace that feels comfortable to you. The finished video is lightly edited and delivered on a flash drive to be kept with your estate plan and easily shared with your family.

By going beyond documents and organization, a Legacy Video helps ensure your estate plan reflects not only what you leave behind, but who you are and the love you want to carry forward.

Your Voice Remembered.  The Heart of Your Estate Plan.