Legacy Planning with Check-Out Keep all your important papers accessible for those who matter most
We have an exciting offer. Complimentary Check-Out Plans are now available for our top clients... That’s you!
What is Check-Out?
Check-Out offers a legacy planning tools that will help you to gather much of the information that is needed to create the best possible outcomes. And, it will save time by reducing the typical “back and forth” needed to gather all needed information to prepare your file.
How Will it Help?
The Check-Out website offers all sorts of prompts, tips and guides to help you organize and provide information and keep it current. What’s more, you can easily upload important documents and photos that you wish to store or share.
Benefits for You, Your Family and Us
Saves time and energy
Prompts you to add items that might otherwise be missed
Allows you to update information anytime
It’s fast, safe and easy to use
Add photos and important documents
The opportunity to create a legacy your family will appreciate
Included with Your Free
Get Family Involved!
Lead the discussion about Legacy planning with your family and friends. Check-Out offers pre-written content that encourages them to connect.
Keep Pets Safe!
Create a Succession Plan for pets to ensure they will be well cared for should anything happen to you.
Create a Legacy
Share your favorite stories, recipes, songs, movies and more! The Making Memories section will help you create a legacy the family will treasure.
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