About EstateFit™

It is a habit anyone can master at any age, stage of life, level of wealth or complexity since the process is tailored to individual needs and circumstances and adapts as these change over time.

Four steps to be EstateFit™!

Just follow the steps below and remember “EPIC”:

1. Explore
- Personal and financial goals, including community or charitable interests
- Personal and financial obligations
- Personal and financial resources, including advisors
2. Plan
- Priorities and timelines for meeting obligations and goals
- Strategies to achieve priorities within relevant timelines
- Budgeting and selection of strategies
3. Implement
- Documents, designations and ownership registrations
- Management of digital assets and health records
- Conversations with family, executors, trustees, attorneys for property and care
4. Create
- Household minute book to keep track of relevant information and documents
- Schedule to regularly review and update your plans
- Challenge to others to get EstateFit™

Inspiration

“Life is what happens while you are busy making other plans.”

John Lennon

“The truth is you don’t know what is going to happen tomorrow. Life is a crazy ride, and nothing is guaranteed.”

Eminem

“Look, I don’t want to wax philosophic, but I will say that if you’re alive you’ve got to flap your arms and legs, you’ve got to jump around a lot, for life is the very opposite of death, and therefore you must at very least think noisy and colorfully, or you’re not alive.”

Mel Brooks

“Let our advance worrying become advance thinking and planning.”

Winston Churchill

“The good life is a process, not a state of being. It is a direction not a destination.”

Carl Rogers

About EstateFit™

Four steps to be EstateFit™!

Inspiration

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