When most people think of estate planning, they think about paperwork, morbidity, impossible decisions and legal fees.

Don't you? Planning the distribution of your hard earned assets is critical to your family, but usually it's just so painful. Not only is it difficult and morbid to think about your own death, it's also extremely inconvenient and time consuming. It's hard to talk through things like: 

If I died or became permanently disabled, 

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  • What would happen to my family's income?where would the kids go?

  • How would my assets and belongings be distributed?

  • Would my family be responsible with my legacy?

  • What would happen to my business?

  • Would my family be overburdened with taxes and court fees?

Despite how uncomfortable these questions are, most of us want as much control over our assets as possible, even after we're gone. 

Margaret took the time to answer all my questions, and explained complicated matters in a way that was comprehensible.
— Romelle J., Estate Planning

So, instead of powering through estate planning, what do some people do? They try to piece the plan together themselves by creating a Will online or taking a short swipe at a Healthcare Directive to put it out of their mind. 

We've all been that person at one point or another. The person who is generally successful and responsible, but who, every once in a while, avoids important things to focus on things that are more urgent. Maybe if it were less complicated, we would muster up the courage to finish our dreaded "death plans".  


That's why I've created "The Smooth Sailing System"

an all-in-one estate planning program for the people who occasionally put things off.


When you use The Smooth Sailing System to accomplish your estate planning, you can allow yourself to plan your future without having everything figured out. 

  • You don't have to know everything about your future plans

  • You don't have to have all your life's paperwork organized

  • You don't have to spend more than you can afford on your plan

Instead, the system allows you to keep the process as simple as possible so that you can: 

  • Create an all-in-one packet to guide your family when you're gone

  • Gain a personal advisor on all things related to your estate

  • Reduce the amount of "do it yourself" work

  • Have a plan that grows with you over time

The system condenses estate planning into 3 simple parts. 

1. Sharing Your Story

You start by telling me your story -- your history, your family and your career. Then we talk about your current circumstances and concerns, your loved ones and your future. We talk through what your loved ones would need if you died or became disabled. We'll have you bring appropriate documents and fill out paperwork as needed - but we'll try to keep it limited. 


2. Crafting Your Strategy

My team and I put together the plan - and it may include any number of legal tools like a Will, Trust(s), Power of Attorney, Health Care Directive, Transfer on Death Deed, Quit Claim Deed, Marital Agreement, and more. It may involve planning for Medical Assistance or Veteran's Assistance if long term care costs eat up your assets.  Through this phase we are in close communication with you about the plan we're crafting and how it accomplishes your goals. At the end of this phase, you leave our office with your "Smooth Sailing" package, which includes 3 things: 

  • All of your new legal documents (and any extra copies you need)

  • A detailed closing letter with written instructions (such as who to give our health care directive to)

  • A Letter of Instruction from you to your heirs outlining your wishes for your estate

  • If applicable, Medical Assistance planning advice

3. Strengthening Your Plan

You'll want to create a plan that changes with you over time. Major life changes can happen often and unexpectedly, so we check in on your Smooth Sailing System every 3 years to make sure it's current and accurate. 

It's not for everyone

This program is for those who are willing to pay now to save time, trouble and money later.  The Smooth Sailing System is also not for the faint of heart. The work will be hard. We promise to keep things simple - not easy. As you may tell your kids, nothing that's worth having is easy.  And clients regularly comment about how much better they feel when we are done.

The Sooner you start, the sooner you'll finish

The length of the program all depends on your pace. Some people finish in as little as 2 weeks. Others will run into interruptions along the way. The most important thing is to finish and to have the Smooth Sailing Packet in your hands as soon as possible. Your family deserves it. 

Schedule a Life & Legacy Session Today!


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