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.   The notebook you create  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.

Round-top Discussions

Feel free to attend any of our  1 hour – Round-top Discussions.   We cover hot planning topics, listen to interesting speakers and do informative Q&A with the attendees.      They are chock-full of information and the price it right!    Free to all who attend.     Dates and times are announced in the “Notables” newsletter (sign up form on home page).   Due to limited seating, attendance is by RSVP.