Due to coronavirus (COVID-19), we are now offering online meetings. Click here for more information.
[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

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon