How It Works
Create and Maintain a Central Place Where Your Plan and Original Documents Are Stored
Create a hard-copy of a plan that lives in your “Now and Then” Book.
This is your central place for everything including your important original documents too!
CREATE, PRINT, SAVE. MAINTAIN
You’ll use our secure, Online Planning Tool (OPT) to input your information, print it, save it and maintain it.
Take a Video Tour of OPT.
COVER 5 KEY AREAS
You’ll enter information for 5 key areas.
These are easy to remember because they spell P.L.A.N.S.
LEARN ABOUT THE CRITICAL INFORMATION YOU NEED TO CAPTURE
We built the system with the following features to get you up and planning in no time. We provide:
Every section has either blanks to fill in or a template that works like a Word document to guide you through the process.
And A Learning Lab
Access video tutorials and other resources so you’ll know what’s important, why it’s important and pitfalls to look out for
And A 6-Week, Step-by-Step Webinar Course
Each week, we send you a webinar on each section so you can break down your planning into easy-to-follow steps.
A TOOL FOR YOU NOW to help you manage your life information.
A GIFT FOR YOUR FAMILY THEN so they will know what to do when life happens.
What’s in your planning package?
- Pre-formatted “Now and Then” Notebook (optional)
- One Year Subscription to OPT (Online Planning Tool)
- Bonus!! Legacy List Builder – Upload photos of your family’s most treasured possessions and capture stories behind those items!
NOTE: If you are part of a couple, you only need 1 planning package because it’s designed to accommodate both of you.
My husband and I loved using the online planning tool. It made things so easy because we could both work on it and the right information. It’s amazing how much I knew that he didn’t know and vice versa. Now we are on the same page.