Survivorship Planning
Survivorship Now works with clients to create
a plan to be used by executors and families. The plan communicates
important logistics, wishes and preferences complementing
your estate plan.
Business Transition Planning
We work closely with small business owners to
create a step-by-step transition plan for your business.
Physical Assets Inventory
We help you create an inventory of assets in
the home and/or business.
Research Assistance
We work with clients and other professionals
such as attorneys, financial planners and funeral directors to
obtain the information needed to complete your plan.
Post-death Executor
Assistance
We help clients who are executors organize and execute many of
logistics involved in settling a estate. Consider us your "feet on
the ground" project manager.
What you need to know:
Survivorship Now does not give legal or financial
advice to their clients or visitors to the website. We
leave that up to the professionals. We are here
to get you to see, think and act on common sense issues
dealing with planning for your family in case of death or
disability.
