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End-of-Life Planning

End-Of-Life Planning Guide

Client Centered

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 and medical information
  • Long-term care and End-of-Life requests
  • Obituary contents
  • Celebrate Life Service planning guide
  • End-of-Life budgetary guide
  • End-of-Life checklist for Executors and heirs

Click the link to view or download:

End-of-Life Planning Guide

NGL Funeral Trusts

With funeral costs significantly increasing each year, more people are choosing to pre-fund their funeral arrangements so that little or no cost is passed on to family members. The loss of a loved comes with grief, as well as expenses. An NGL Funeral Trust, will help your loved ones focus on their fond memories of you, rather than costly arrangements.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra Investment Services and its affiliates make no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra Investment Services, LLC or its affiliates liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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