Most wills don’t account for ALL the personal and practical details of death, which can leave lingering questions—big AND small—for your loved ones, like:
What flowers do you want at your funeral?
How do you want your pets cared for?
Where are your most important documents? In a safe? Glove compartment? File cabinet?
What are some of your more interesting life experiences, or achievements, and why are they meaningful to you?
You’re likely wondering, what is Wisdom Will™? It’s a unique offering that provides loved ones with invaluable information about practical, legal, financial and personal matters, and it’s the perfect complement to your legal will or trust.
OPEN
By opening a Wisdom Will™ account, you gain access to a comprehensive and secure online portal that prompts you with 25 questions your loved ones might have. Your responses are transformed into an elegant document that can be passed down through generations.
Your Wisdom Will™ serves as a cherished gift for your survivors and provides you with comfort knowing you’ve shared your wisdom and wishes.
ANSWER
You can answer all 25 questions in one sitting, or take your time, making additions as you feel inspired. If you just want to answer five, that’s fine, too.
SHARE
When you feel ready, you can download and share a beautiful PDF hardcopy of your Wisdom Will, so your family can have it for safekeeping.
THIS SERVICE IS PROVIDED exclusively TO CLIENTS OF MONTAGE WEALTH MANAGEMENT.
Copyright 2023 Plan Your Legacy, LLC.
These services are separate and unrelated to Montage Wealth Management and Commonwealth Financial Network