Values First - Estate Planning with a Purpose

Get your personal affairs organized to be prepared in the event of a catastrophe or incapacity to perform daily responsibilities.

Organize, record and store your personal, legal, health, household, and financial information in an organized, compact system, Exit Strategies: A Plan and A Place For Your Estate Information™. You create a strategic action plan for your family to follow when faced with major life crises. 

Exit Strategies furnishes a formal arena to discuss and record YOUR wishes while also opening the doors of communication between generations.

Communicating through your plan, you leave your family prepared, which enables any person, court appointed or with your consent, to carry-on and execute your instructions and direction without indecision and confusion. Planning ahead may also reduce the financial impact of a loss, with wishes communicated and plans in place.

You can adapt the data pages to fit your individual family needs, as you gather and document your information into the appropriate fields. Whether you are filling this out as a single person or for a family of ten, the worksheets can be customized to provide space to record all the information needed. 

  • Financial & Tangible Assets
  • Insurance Policies
  • Household Accounts
  • Childcare
  • Eldercare
  • Medical Directives
  • Personal Contact Information
  • Legal Documents
  • Final Arrangements

Exit Strategies is not a substitute for a qualified, court recognized estate plan document, such as a will or trust, but can be a valuable supplement to any family’s or individual’s plan, as there is substantially more information recorded in this document than is required for filing a will or trust. This system will provide you with all the documentation you need to begin acting upon the decision to complete an estate plan.

To order the Exit Strategies workbook or software program, click on the following link. When asked Is this a referral?, please enter CEO or Creative Estate Organizers.

Order Exit Strategies Products