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 4 STEPS
GETTING IN TOUCH
We work with clients throughout Illinois. Everyone’s situation is different. Whether you call or email, please give us your name, a good way to contact you, and tell us a bit about your circumstances which led you to us.
INTAKE CALL
When you contact us, we will respond to schedule a call with you. The intake call will clarify your priorities so we can know your individual needs. During this call, if you need our services, we schedule a more comprehensive consultation – either virtually or in-person.
CONSULTATION
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 often ask clients to have other family members or loved ones present for the meeting.
IMPLEMENTING THE PLAN
Following the consultation, we develop a plan to meet your goals. The plan is individualized to each client/ family. We clearly state which services will be provided by A Simple Plan, areas of collaboration with other service providers, and ways in which we work with each client.
