Personal Planning Protection Station

When we do an estate plan for our clients, we are always drafting documents that allow your selection of who you want to make decisions for you if and when you are not able to make these for yourself, whether on a temporary basis if you become sick, a more permanent basis if you become incompetent, and of course following your death. These decisions are both financial and medical. You can select a responsible person or persons to make these decisions for you, which may be a family member, close friend, or professional advisor, a bank or trust company.

The creation of the legal documents is the first important step. When the time comes, however, for the person or persons that you selected to assist you when you have a health or other emergency befall you, there generally is an immediate panic by that person. The panic is because they are concerned for you, of course, but then the person selected realizes that he or she may not have the proper information at their finger tips to really assist you.

They are not sure where there is a copy of your legal papers, who your attorney is, who your doctors are, what prescriptions you are taking. Of course they will eventually get this information to assist you, but this can take some time to gather it. Under the Personal Planning Protection Portfolio, we assist you in getting organized, setting up your file of information, and providing permission based access to this information immediately, over the internet, in a secure format. Now the important information is available for your family and / or selected individuals to answer many of the questions that they have. A true protection for you, set onto a station that can be accessed from anywhere by anyone with permission, 24 hours a day 7 days a week.