PHASE I: WHILE YOU ARE AWAY FROM HOME -- outlines a "homefront plan" and a "medical plan" filled with forms and instructions that allow you to develop plans that will identify information pertaining to your daily life

• identifies important contacts
• assign individual responsibilities to those designated to act on your behalf in emergency
• forms may be separated and distributed to family, friends, and neighbors
• shares specific information about how to manage your affairs
• useful while on vacation, travel, or extended stay away from home
• also helpful when others must take over because you are not able to care for yourself
• great for record updates with doctors, entering the hospital, or in emergency situation

INFORMATION GATHERED IN PHASE I

• travel itinerary
• medical information
• emergency consent form
• child care
• emergency contacts
• living will and other legal documents
• home services and schedules
• insurance information
• pet care
• livestock care

PHASE II: ASSETS, LIABILITIES, AND LEGAL DOCUMENTS -- filled with forms to inventory documenting financial and legal information, and providing documentation of your assets and liabilities

• a document that evolves over time
• designed to build an active inventory of the important information in your life
• easy way to document what you have
• allows you to break down your assets into major categories

INFORMATION GATHERED IN PHASE II

• legal documents
• banking and investments
• insurance information
• real estate
• vehicles
• employment and income records
• valuable / sentimental / personal property
• household property

PHASE III: LEGACY MANAGEMENT PLANNING -- designed to provide specific instructions and forms for defining your directions in the case that extreme medical emergency planning is required and you are unable to communicate

• legacy management planning accomplished through advanced planning
• regardless of age, disability or death can occur at any time
• is often difficult for loved ones to make immediate decisions in your behalf
• many decisions have to be made in a short time
• making these major decisions in advance, will greatly reduce the strain on your survivors
• makes it easy to share information with your executor and/or legal representative

INFORMATION GATHERED IN PHASE III

• legal definitions of all possible documents you may encounter
• advanced directives for emergency medical planning purposes
• assisted healthcare preferences
• estate planning
• end of life pre-planning
• instructions for survivors at the time of your death

PHASE IV: CLOSING OUT THE ESTATE -- designed to guide survivors with specific instructions and forms through the process of identifying and closing out an estate

• addresses the implementation of your Legacy Planning
• ensures smooth transition of information necessary to pass your legacy on to the future
• learn the steps for closing out an estate
• emphasizes the importance of identifying elements of your estate regardless of the size
• without proper guidance, the Executor will be left to figure it out on his/her own
• system is a repository of critical info necessary to allow someone to take over for you
• creates a road map for others to follow by clearly defining your direction

INFORMATION OFFERED IN PHASE IV

• steps in closing out an estate
• duties of the Executor
• tools for closing out an estate
• documenting the estate closeout
• conflicts and liability
• suggested elements of an estate closeout notebook
• records retention