For Individuals

Platinum Planning

Survivorship Now works one-on-one with clients to create a comprehensive plan that will be used by executors and families.   The plan communicates important financial instructions, logistics,  and funeral preferences to guide your family through a most challenging time.   It also conveniently houses your legal documents preventing the last minute panic of searching for documents that may or may not exist.

Options for your Survivorship Plan:

- For business owners owners, we recommend you include business transition instructions in your Survivorship Plan.   We work closely with small business owners to create a step-by-step transition plan for your business.

- For those who need additional help finding answers to your questions, we work with clients and other professionals such as attorneys, financial planners and funeral directors to research and obtain the information needed to complete your plan.

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.

For Groups

Survivorship Planning 101
This presentation will give your audience an overview of a comprehensive plan and it’s five critical components some pitfalls to avoid.

Group Seminars
Comprehensive seminars covering in-depth planning using the Survivorship Now planning process and materials.    Participants will be able to learn about the critical aspects of planning and how to logically document and maintain this information.     We offer both public and private seminars/workshops.

Public Seminars
Survivorship Now launched their planning workshops in March 2009 for the general public.     See SEMINARS page for dates and times as they come available.
***If you would like to be notified when new seminars are on the schedule, drop us an email add you to our notification list.

Private Group Seminars
Companies, wealth managers, estate attorneys, insurance firms and associations can demonstrate their commitment to their employees, clients and members by facilitating this unique, vital service.  We come to your location(s) and deliver our planning seminars on site.   You can take advantage of various funding options to make your organization shine while providing an affordable service for members of your organization, either clients or employees.