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[FREE RESOURCE]

Grab & Go Kit

When using this document, we suggest to:

  • Fill it out for yourself and each of your loved ones
  • Keep it in a safe place that is easy and quick to access
  • Make sure each member of your household knows the location of the kits as well as when and how to use them

We hope you find great value in this resource.

You can either print out this document and keep a paper copy or you could even collect and save the information on your smartphone.


As Seen On

CLIENT Story

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan