The Ready Five Checklist.
One page. Free. Yours to keep.
Print it, sit down with it, and fill in what you can. When you are done you will know exactly where you stand and exactly what is left. Most people find they are further along than they feared, and further from finished than they hoped.
Send it to me.
I will never sell or share your information. If you would rather not fill in a form, call (267) 806-0209 and I will put one in the mail.
What is on it.
- The Voice — power of attorney, financial and medical
- The Wishes — health care directive and living will
- The Record — where documents, accounts and logins live
- The Provision — life insurance and final expense coverage
- The Farewell — last will and celebration of life plan
Each category has a short list of what counts as finished, plus a line for where you keep it.
Speaking at your church or group?
I bring printed copies for every person in the room, at no cost to the host.
Speaking detailsOne call. Fifteen minutes. A plain answer.
I will listen, tell you honestly whether I can help, and quote you a price. That is the whole call.