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Upcoming Featured Event
The Eagle Awards are the AACCCF’s crowning celebration for Central Florida’s most dynamic businesses and entrepreneurs. The Eagle Awards serve as a time to recognize and honor the small businesses, entrepreneurs, and corporations positively impacting our community and driving the growth and development of our vibrant and diverse business landscape.
National Make a Will Month
New York Life's LifePlan, the company’s latest digital legacy-planning platform, is now available.
LifePlan is a digital tool built to support individuals and families with the basic steps of estate planning, and further enables you to understand protection first, holistic financial advice and guidance. Best of all, the tool enhances and supports clients in gaining added clarity and confidence about their futures.
Key details about LifePlan and how it works
LifePlan is a self-guided tool for clients to generate estate planning documents, such as wills, advanced healthcare and funeral directives, and powers of attorney. Additionally, the platform offers secure digital storage, so clients can organize new or existing estate documents and related materials, including life insurance policies, bank accounts, and property records.
LifePlan is intended for families who need to complete basic estate planning. Clients who have complex situations will have access to guidance from our legal professional.
More about LifePlan’s features
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Customized estate documents: LifePlan guides users through the key steps of gathering necessary information and generating a final, personalized version they can use for execution.
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Controlled access to selected parties: Clients can choose to share and manage access to documents with family members and other trusted individuals.
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Seamless and clear execution. By addressing and articulating final wishes, agents ensure clients achieve stated goals related to healthcare needs, estates, and legacy planning.
We are also providing free consultations with our legal professional for in person or Zoom appointments. If you decided to move forward a full estate planning can be completed at a reduced cost (special ends August 31st).
For those interested in a do it yourself option we have an app available for a monthly subscription as well.
Please visit: www.newyorklife.com/agent/dmpadgett or www.newyorklife.com/agent/akscott to schedule your appointment(s). Thank you!
Please visit: www.newyorklife.com/agent/dmpadgett or www.newyorklife.com/agent/akscott to schedule your appointment(s). Thank you!
National Make a Will Month
Date and Time
Monday Aug 5, 2024
August 1 - 31st
Fees/Admission
$60 - $1300
Contact Information
www.newyorklife.com/agent/akscott
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