Be ready for “what if”
Be ready for
“what if”
PREPARING FOR WHAT IF'S
COVID-19 has created a lot of “what if” scenarios.
- What if something happens to me?
- What if my family doesn’t know where my will is?
- What if my family doesn’t know how I pay the bills?
At Sunny, we think the best way to solve the stress and anxiety that comes with these “what ifs” scenarios is to get your info organized and share it with your family so they know what to do in case of an emergency. Working with families who have recently lost a loved one has made us uniquely prepared for this, and we are here to help.
YOUR OPTIONS
Getting prepared for the “what-ifs”
ESTATE ORGANIZATION CHECKLIST
$
0
DIY
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Free to download
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Checklist contains all important documents and information to gather
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Includes often forgotten items to consider documenting such as online accounts and misc items
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Assistance gathering information and documents
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Location for storage of documentation and information
Custom Estate Organization
$
175/hour
Full Concierge Service
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Contact us for full estate organization package
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$200 each following year for retention of documentation on Everplans and yearly check in on the accuracy of your information (i.e., changes to beneficiaries, new property obtained, etc.)
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Personalized one-on-one service
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Full audit of existing estate-related documentation and information
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Connecting you to required resources (i.e., estate attorneys, financial advisors, accountants, appraisers, etc.)
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Organization of all estate-related documentation and information and ordering copies of documents needed (i.e., deeds, titles, birth certificates, etc.)
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Estate information and documentation to be uploaded in Sunny affiliate, Everplans, for secure online documentation repository
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Review of information and Everplans system with you and any family members of your preference
IN CASE OF EMERGENCY WORKBOOK
$
10
DIY PLUS
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$10 for downloadable workbook to print and fill out
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Comprehensive workbook that includes input for every piece of information your family would need to know if something happens to you
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Workbook can take as little as 30 minutes to complete to give your family peace of mind
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Assistance gathering information and documents
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Ongoing check-ins and assistance to family if anything were to happen to you