Author: Donna Stefans: Stefans Law Group
Think about it…what if a major life event was to happen to you? Would your family know where all your important documents were and how you wanted things handled? Life Portfolio provides you with an easy and efficient way to organize all of your critical documents and the key aspects of your life.
What is Life Portfolio?
Life Portfolio is a guide to your life. It provides your family, attorney, accountant, executor, or investment professional with a clear outline of all of your assets and important documents in one easy to understand checklist. Life Portfolio provides a place for all your documents to be listed with its exact location for easy accessibility should it be needed later.
How does Life Portfolio work?
Life Portfolio walks you through all the important documents in your life and clearly explains what each document can be used for. Life Portfolio breaks down your emergency papers and information into six easy to understand categories to alleviate some stress when it comes time for your family to navigate through your finances and personal information.
Life Portfolio is a way to simplify your life for you and your family. By making a clear and concise plan, your family and caretakers will be able to help you with any transitions in life. This Is The Roadmap To Your Life.
At Stefans Law Group PC, we provide services in Elder Law and Medicaid Planning, Estates and Trusts, Probate, Guardianship, and Tax Planning. We welcome the opportunity to help you. Call us today at (516) 692-2744 to schedule an appointment to discuss your plan.