Updating ‘4 Plans’ - Life Before Death

We keep repeating these workshops in varying formats, 2-3 times a year.

Between times, just book a visit with Bill to talk about your current updates: billebruce@gmail.com

Renew your conversations with your primary and ‘backup B-plan’ POA and estate trustees this summer 2023!

Click here for this summer’s invitations flyer, or look to older stuff below for more detail.

Onsite Workshops

Last Sunday of each month, 2-3:30pm, bring a friend to equip your conversations about taboo topics - not if, but when somebody speaks for me - “4 Plans” for Self, Stuff, Circle, Legacy

#1. SELF

Who makes medical decisions for you, when you can’t? How do they know what you want - if you don’t? Click here for a worksheet, or the image for more about Power of Attorney for Personal Care!  See you online, or onsite!

#2. STUFF

Who makes financial choices for you, when you can’t?  How do they know what you want - if you don’t? Click here for a worksheet, or on the image for more background!

#4. LEGACY

If? When! I Die… what’s the plan?  What pride, what regrets - what predictable preventable issues left to others? What can you do next, to make that better?

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