The first service I recommend for my Clients is the Information For Life Kit (IFLK), a comprehensive assessment and summary of their most critical and time sensitive personal information, captured in an easy to read, living document, designed to be easily updated, as needed.

Elements of this include:

  • Emergency Contacts
  • Basic Health Profile, including lists of doctors, hospitals and medications
  • Financial Accounts and Business Assets
  • Important legal documents: Advanced Medical Directive
  • Powers of Attorney, Trusts/Wills, Insurance Policies
  • End of Life Planning