At REAP Financial we are committed to helping our clients pull it all together. Imagine having all the vital documents your family will need someday.... all together in one place.
Our Estate Planner does just that.
A Personalized Binder for keeping:
* List of Assets
* List of Insurance Documents
* Vital Documents: Advance Directives, Living Will, Last Will, Powers of Attorney
* Family & Friends Contact Information
* Your Personal History and
* Your Final Arrangements
* Identity Theft Protection
* A Spiritual Inventory
Additionally we work hand in hand with the best Estate Planning Attorneys with a toolbox of legal techniques for expert planning in:
* Death Workshop
* Disability
* Avoiding Probate
* Estate Tax Planning
* Trusts
* Medicaid
* Charitable Planning
* Business Planning
* Pet Planning, and much more.