Do you have a grab-n-go emergency binder ready? So they don't have to say, "I wish I knew what to do."
Instantly download a checklist for all the documents you will need in your estate plan—AND in an emergency documents binder.
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Hi. I'm Lauren Pitman.
I get it. Estate planning feels completely overwhelming (and possibly a lot of money). But not doing anything will be more costly for your loved ones – financially and emotionally.
Planning includes the things we think about right away—like distribution of your assets after your death (like a Will)—but it goes beyond to give you control over how you want your body to be treated if you become ill or injured, how you want your children to be cared for if something happened to you, and how to distribute assets so they can continue to protect the people you love even after you pass away.
If these sound like big tasks to consider, you’re absolutely right. But, the actual estate plan documents aren’t your responsibility; they are created by your attorney. It's only your job to think about the questions asked in a plan.
The Side by Side Planner is an essential part of any family’s emergency toolkit.
I’m an attorney with more than fifteen years of experience, and I designed this downloadable workbook for people just like you. I don’t want to keep this valuable information only in the hands of attorneys.
This printable ebook is so much more than a fill-in-the-blank workbook.
It’s a place for you to puzzle through difficult decisions with an experienced attorney guiding you. You’ll feel like you’ve actually spent time in an attorney’s office—saving you time and money.
It’s all designed to keep your family protected in an emergency and to help you make the decisions that feel good and right to you, so you can sleep well at night, knowing you’ve done all you can for the people you love.