Having the legal, financial, and insurance paperwork that you or your family needs in case of a
life event (death, disability, job loss, etc.) is very important. Are your essential documents and
arrangement notations organized in such a way that your family could easily know:
· where they are,
· who to contact,
· what accounts you have,
· and other important information?
If the thought of getting your documents organized overwhelms you, this class will teach you
the LEAP - Life Event Advanced Planning – process. LEAP is an easy way to gather, organize,
record, store, and review your important documents so that, if and when a life event occurs,
your paperwork is appropriate, sufficient, and easily accessible