Here's the Plan

I wrote this book to help people just like you.

I hope this booklet will help you have a crucial conversation with your loved ones.

I hope the conversation will help draw you closer to the people you care about.

Most importantly, I hope this booklet will help you get what you want—both in terms of your health and well-being near the end of life and in terms of what happens when you die.

If you are one of the 4 in 10 people who have their planning in place, congratulations! You’re already most of the way toward knowing that what you want to happen will happen. This booklet will help you explain your plan to the people you have nominated to help carry out your wishes.

Even if you don’t have an estate or long-term care plan yet, this booklet is for you. 

If you are reading this, it isn’t too late to start the process. This booklet will explain the importance of creating an estate plan and how to share your plan with your family.
Opening the lines of communication and reviewing your estate plan with your family can help avoid surprises down the road, lead to better financial planning, and ensure all parties stay on the same page.
I hope this booklet helps you have a meaningful conversation with your family.
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Here's the Plan

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Here's the Plan: How to Tell Loved Ones What You'd Like to Happen

Jackie Bedard
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Attorney, Author, and Founder of Carolina Family Estate Planning