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End-of-Life Planning Guide (EOL)

SNOW FINANCIAL GROUP, LLC offers a complementary, step-by-step, comprehensive End-of-Life Planning Guide (EOL) to prepare you and your heirs in the event that you become incapacitated or should pass away. This workbook allows you to communicate your requests, needs, preferences, and desires at that time.

During such an unsettling time, this guide is designed to provide you, your Executor and/or heirs with a sense of peace and direction. Inside this packet, vital information is kept in a single location to make planning and decision making easier on family and friends. Also included is a Celebrate LIfe Service Planner, End-of-Life Budget Planner, and an End-of-Life Checklist to help you, your Executor, and your heirs carefully organize and plan for the events following the passing of a loved one. 

The End-of-Life Planning Guide includes the following:

  • Pertinent personal information for End-of-Life care and death certificates
  • Key contact information for family members and friends
  • Location of important documents
  • A list of assets and belongings
  • Liability information
  • Business information
  • Insurance policy information
  • Medical information
  • Long-term care requests
  • End-of-Life care requests
  • Obituary contents
  • Celebrate Life Service planning guide
  • End-of-Life budgetary guide
  • End-of-Life checklist for Executors and heirs

The End-of-Life Planning Guide is free to anyone who desires a copy, and Ted Snow, CFP® offers a complimentary one-hour consultation with anyone who has financial related questions. SNOW FINANCIAL GROUP, LLC coordinates with other service providers for consultative services designed to help you complete the packet or coordinate End-of-Life needs, such as funeral or memorial planning. Please let us know how we might assist you!

To request your free copy of the End-of-Life Planning Guide, please complete the form below. Snow Financial Group, LLC respects your privacy and does not share your personal data with third parties without your expressed permission.