Brenda's program has been completed by many clients since 2020. Not only are they happy with the results, but most have shared their "relief" that they have assembled, in one location, everything required to help their executor(s)/family manage their affairs. Brenda's program provides all the informational resources you will need to properly gather together, and systematically organize, all your estate information into one handy directory. Have a look at the Testimonials to see what they are saying about Brenda and her program!


Topics Discussed Include:
 

• Family/Pets
• Enduring Powers of Attorney
• Personal (Health) Directives
• Wills/Legacy Gifting
• Medical Information
• Digital Afterlife
• Passwords/Digital Applications
• Safety Deposit Box/Personal Safes
• Funeral Planning
• Contact Information (Personal and Business)
• Duties of Executors
• Beneficiaries
• Notification List
• Group/Health Benefits
• Insurances
• Income
• Investments
• Property/Properties
• Bank Accounts
• Credit Cards
• Debt 
• Identification
• Important Cards
• Tax Returns
• Bequests
• Valuables
• Sentimental items/heirlooms

     Please note:  not all of these topics are provided under the in person program.

---

---