Prepare with Purpose Course

Take the burden of decision-making off the table for your loved ones by planning and preparing ahead of time. Put your personal wishes and desires into an organized system. We’re giving you all the tools you need to reduce the confusion and stress that can occur with the death or disability of a loved one. You will leave a great gift of organized details, stories and memories for your loved ones.

In this section, you will gather personal information so that everything is organized for your loved ones.

In this section, you will gather information about your dependents so that they are taken care of when you no longer can.

In this section, you will document information about care for your beloved pets.

Now that you’ve filled out your worksheets, determine the next steps.

In this module, you will learn what information your family will need to conduct your funeral and finalize your affairs. We will walk you through how to communicate your funeral plans to your family, and you will document important benefit and insurance information.

In this section, you will learn the duties of an executor and choose someone to carry out your final wishes.

In this section, you will fill out important contacts for your legal affairs.

In this section, we will walk you through planning for your funeral arrangements.

In this section, we will help you plan who you wish to give special items to now, or later.

In this section, we will walk you through documenting your insurance and benefits for your family, including veteran and employment benefits.

Now that you’ve filled out your worksheets, determine the next steps.

In this module, you will document your health care information, including information that will help your family make decisions about your health care when you are unable to.

Document contact information for your doctors, dentist, and specialists.

In this module, you will document your allergies, prescription information, health conditions for you and any dependents or family members you wish to document, and health history.

In this module, you will document any supplemental insurance you have. Include the contact information for your insurance agent and/or for your company’s HR department.

Document any health savings accounts you and your family members own.

Designate who you would like to be able to access your health information from your health providers.

Now that you’ve filled out your worksheets, determine the next steps.

In this module, you will document your financial assets and obligations using easy to read worksheets.

With this worksheet, document your financial advisor, banker, accountant, and any other financial professionals whom you have contact with.

With this worksheet, document your financial advisor, banker, accountant, and any other financial professionals whom you have contact with.

With this worksheet, document your credit cards, any loans that are outstanding, and any loans you have issued to others that are due to you.

Now that you’ve filled out your worksheets, determine the next steps.

In this module, you will organize important information about your physical property, and manage your passwords for future access by you and your loved ones.

With this worksheet, document your information regarding your primary property and any mortgages attached to it.

With this worksheet, document information regarding your investment properties.

With this worksheet, document information regarding any timeshares you may participate in.

With this worksheet, document information regarding property you own such as automobiles, boats, trailers, farm equipment, campers, motorcycles, and antique vehicles.

With this worksheet, document information regarding property and vehicle insurance. Repeat the worksheet as needed.

With this worksheet, document information regarding warranties on valuable items. Also, record contact information for key service professionals for your properties. Repeat the worksheet as needed.

With this worksheet, document information regarding collectibles, jewelry, antiques, and other stored or loaned assets. Repeat the worksheet as needed.

With this worksheet, document information regarding important keys, passwords, codes and numbers to help organize access to your key accounts and properties.

Now that you’ve filled out your worksheets, determine the next steps.

In this module, we will walk you through the process of sharing important but sometimes difficult information with your family members, through worksheets that help guide your communication.

Start documenting your immediate family history with our easy to use worksheet.

Write your story with our easy to use worksheet, and share your love legacy with your descendants.

Where we invest our time and energy says a lot about who we are. Remembering the organizations, charities, and businesses that you have been involved in are great memories to include in your legacy.

Sadly, as our health changes our mind becomes less clear, and our memory begins to dull and fail, and we may find it challenging to make decisions about things both everyday and monumental. Sometimes we just need help, but it can be difficult, first to make that determination and then to find the appropriate help in the moment. Why not prepare with purpose for the difficult changes in life?

Imagine the future without you in the picture. Ten years from now, twenty years from now...what needs to be shared with your loved ones? What memories are you holding that they may not know? Help someone feel remembered, celebrated and loved by your memories.

Now that you’ve filled out your worksheets, determine the next steps.