Direction Memo™

The important people in your life will benefit tremendously from a Direction Memo—a letter of instruction that goes beyond traditional estate planning documents, which are written to determine who gets what—not what needs to be done.

  • How would my late husband want me to invest his life insurance proceeds? Should I pay off the mortgage or save for my own retirement?
  • What would my mother have wanted me to do with her jewelry?
  • Which Primary Financial Advisor can I trust now that my husband’s gone?
  • What happens to my spouse’s retirement plan now that they’re gone?
  • Did Dad want to be cremated?
  • Who is the best real estate agent to sell Mom’s house now that she is moving to the nursing home?

With Direction Memo, you can answer these important questions so that grieving family members won’t have to guess.

Do your loved ones a favor.