We thought we were organized!

We updated our wills, ePOA and Rep 9 agreement 3 years ago and thought we were quite organized. We recently decided to take Christa’s Prep School course to see if there was anything new we should consider. We are so glad we did! She guided us to consider particular questions that got at our values and what’s really important in our end of life decisions. She encouraged us to have conversations so our representative is aware of what we want. Loved her 5 minute ideas for personal legacy gifts.
We highly recommend spending time with Christa to give you a feeling of confidence that your affairs are in order- more than just the legal documents.
Diana & Hugh Alley