Helping Busy Caregivers Keep What They Have and Build Wealth That Stays in the Family
Organize the Papers That Protect Your Family’s Future
Simple, step-by-step help for busy caregivers who want their loved ones to find the right financial information, protect the family home, and keep wealth in the family.
The documents are where you begin.
Peace of mind is where The Plus Plan takes you.
Why the Plus Plan?
Because protecting your family takes more than organizing documents.
Important papers are only one piece of protecting a family’s future. The Plus Plan helps families prepare, communicate, organize, and protect everything they’ve worked hard to build — so the people you love are ready when it matters most.
Would Your Family Know Where to Look?
Life gets busy. Bank information may be in one folder. Insurance papers may be somewhere else. The deed, beneficiary information, and important phone numbers may all be kept in different places.
When an emergency happens, your family should not have to search through drawers, boxes, emails, and file cabinets to find what matters.
A simple system can give your family a clearer place to begin.
WHAT YOU’LL ORGANIZE
Four practical areas — one clear place.
For education and planning only. Individual legal, tax, or financial questions should be discussed with a licensed professional.
Three calm steps. About 15-20 minutes.
HOW THE FREE ORGANIZER WORKS
#1 - Find What Matters
Use the guided questions to identify important family information and documents.
#2 - Put It in One Place
Create a clear summary instead of leaving information scattered across different locations.
#3 - Decide Who Needs to Know
Choose a safe location and make sure the right person knows where the information can be found.