If something were to happen to you, does your family know:
- Where your documents are?
- Whom to contact?
- What to do?
Ask about our Contingency Notebook Package developed to ensure that your loved ones know what to do when the unexpected happens.
Even if you have already done your estate planning and completed your trust and/or will, this package will add to you and your loved ones’ peace of mind.
Dana offers workshops to teach people how to create their own Contingency Notebooks. Using an easy-to-follow format, she covers which documents need to be included and provides materials to compile an organized binder for your family to use when necessary. Contact Dana for more information.
Contact us today for peace of mind tomorrow! Call 760-814-0158 or contact us by email.
