End of Life Planning and Consulting
What we do
A Secure Plan provides pre-death estate planning services and post-death planning, organizing and administration services as well as educational workshops to learn more about end-of-life planning.
End of Life Planning
End of Life and Estate Planning create guardrails and pathways for that rushing flow of paperwork at the end of one’s life. While it is not easy for us to do while we are alive; a well-planned death is a wonderful gift to pass on to your loved ones after you die.
Death AfterCare
We will help you handle what can feel like an avalanche of administrative burdens. We will work with you to transfer assets, execute your loved one’s final wishes, stop auto-renewal of services, and more.
Our Process in Three Steps
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1. Free Consultation
We work with clients all across Illinois, and we understand that each situation is unique. During the consultation, we will clarify your priorities to better understand your individual needs. If you decide to move forward with A Secure Plan, we will schedule a more comprehensive meeting to begin developing your plan.
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2. Develop Your Plan
This is an opportunity to have all decision makers at the table to prioritize your goals, understand which services can help you meet those goals, and make decisions together. We recommend that clients have other family members or loved ones present for the meeting.
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3. Implement Your Plan
Each plan is individualized to each client/family. We clearly state which services will be provided by A Secure Plan, areas of collaboration with other service providers, and ways in which we work with each client.
Our certified staff is here to provide a comprehensive suite of professional advice to help you with the death of a loved one.
