How The Peace of Mind Planner Process Works
Three Easy Steps to Creating Your Peace of Mind Planner
Step One: Free phone or in-person consultation to determine your individual needs.
Step Two: You use the checklist Susan sends you to gather information. Information can be uploaded to our secure portal.
Step Three: Meet to go through the information. Susan will put it all together into your planner, using the unique Peace of Mind Planner forms.
What does it cost?
$300-$2500, depending on the complexity of your situation, to be assessed in the initial meeting
Additional Services Available on a Per Hour Basis
Putting Assets to Your Trust
Your trust is not implemented unless and until you put the designated assets into the trust. Frequently people do not take this step and no wonder- each financial institution has its own rules on how to do it. Susan can help you to implement your estate attorney's instructions.
Helping Executors, Personal Representatives and Successor Trustees Settle Estates
Administering an estate necessarily involves the organizing of information, many phone calls and lots of paperwork. Susan helps gather and organize the information needed to settle estates.