One-On-One
I create the binder for you through a series of meetings, please email me if interested. This is for clients that want more support, or know they won't complete the process on their own. (This usually costs between $600 and $900 because of the time involved.) If interested email me at: lifelinkconsultingllc@gmail.com
Process
I provide you with a detailed list of the information to be included in the binder. We meet to review the content. I will offer guidance and ask many questions in order to best understand how your estate is set-up and make sure the information is clearly and accurately presented. At the end, I will provide you with a binder and a flash drive which will contain your editable file for future updates.
Once completed I recommend that you show your family the binder. You can give them a print out of the file and tell them where they can find the physical binder in case it is needed. Both you and your family can rest assured valuable information is not lost.
Privacy
Security of your data is critical, and I will do everything to protect your information.
I will never put your information on the internet or email it. I work offline and store your file on a flash drive which I give to you with the binder.
I do not collect passwords or account balances, but I will leave placeholders for you to add these details later.