How to Make an Inventory of Your Valuables for Your Legacy Plan

Have you ever had to move to a new house or a new city? Chances are you have.  When we move, we go through all our belongings, determining what to bring with us and what to give away or sell. This process of taking stock of our personal effects isn’t something specific to moving — it’s a common Legacy Planning … Read More

We Love Our Pets, Plan to Keep Yours Safe

Make a Succession Plan for Your Pets & Animals We love, love, LOVE our pets… And they love us right back, unconditionally. They depend on us for their care and well-being. But, what if something should happen to you? Of the 6.5+ million pets sent to shelters annually, too many arrive because their owners are infirm or have passed. Sleep … Read More

Taking Stock: Tips and Hints

There’s no need to wait until the end to take stock of the things that occupy space in your life. The CheckOutPlan section called Taking Stock provides a unique solution that helps people to identify their most important possessions. Members can describe and upload photos of objects and then decide where that item should go at the time of their passing… And more.