Description
Plan Every Aspect of Your Legacy—Before Life Makes the Decisions for You
The Comprehensive Legacy & Lifestyle Planning Package is designed for individuals or families who want to ensure nothing is left to chance. Whether you’re navigating aging transitions, preparing for future care, or simply want your values and wishes clearly documented—this service delivers expert guidance and practical structure across every key area.
This isn’t just estate planning. It’s full-spectrum support for a life well planned and a legacy well protected.
✅ What’s Included:
- Everything in the Legacy Planning Essentials package
- Two additional 45-minute planning sessions
- A customized legacy map covering legal, financial, medical, and housing considerations
- Family communication strategy guide to support conversations with loved ones
- Document organizer (printable or digital) to keep everything in one place
- Referral support to vetted legal, financial, and housing professionals
- Access to optional Annual Legacy Review at a discounted rate for the first year
🧩 Ideal For:
- Families preparing for future aging, care, or transitions
- Individuals who want their values reflected in their planning—not just their assets
- Clients who want more than a will—they want structure, clarity, and peace of mind
💡 Why It Matters:
Most people think having a will is enough. It’s not.
This package helps you:
- Clarify your wishes before emergencies
- Prepare for healthcare and housing needs
- Ensure your loved ones know what to do—and why
- Avoid unnecessary stress, confusion, or legal delays later on
🎓 Certified Support You Can Trust
This service is delivered by Nancy Boisvert, Certified Executor Advisor (CEA), specializing in legacy planning, aging transitions, and estate readiness. Learn more about how we support individuals and families or watch our videos for insights.
