Chris D.

I interviewed Chris(tine) on Friday to get her opinion on our services. She is a 60 year old landlord who actively manages 30 different properties and is by far the most organize person that I have ever met. She is one of the few people who have completely planned her end of life wishes which in her opinion was a piece of cake. It “only took 60 pages of documents and 3 separate safes”, but she is sure that they have documented everything important. In her opinion, the ability to store documents online is a very big value proposition especially for people who are not as organize. It can save time and energy by not having to search for documents.

Although she and her husband do not have any children, their 3 dogs are very much a part of the family. She has pre-planned all the arrangements for her furry little ones so that they will be taken care of in case something happens to her and believes that this may be a major selling point for the service. Whether its children or pets, dependent care is an important concern on everyone’s mind.

To her, end of life planning is more than just a process of saying who gets what, it is also an opportunity to help out the less fortunate. Included in her legacy plans are donations to charities and a high school scholarship created in honor of her mother. She believes that people might see end of life planning in a positive light if they can frame it as an opportunity to use their remaining wealth to help others in need.




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