One Location

The Life Plan Binder is a tool to help a family organize the personal, legal and financial information on a Special Needs loved one into one simple location. It’s an opportunity to put it all together and gain control of the future of your loved one.

The Binder is a helpful tool in an emergency, or a life changing tragedy, so the information is readily available for those in charge of the care of your loved one. Being organized will give you peace of mind and comfort knowing the right information is available to those who will need it most. So, it is critical to place all the details necessary into a single binder – one location.

Organizing will involve collecting important data, including but not limited to:

  • Caregiver Instructions
  • Addresses and Phone Numbers
  • Wills and Trusts
  • Powers of Attorney
  • Bank Statements
  • Pay Stubs
  • Tax Returns
  • Investment Statements
  • Insurance Policies

Our Life Plan Builder can help you put all of this information together.  We have created a step-by-step process for you to follow that will help you begin and complete the process.  Sign up today and get started so you can protect your loved one’s future.

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