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Important Life Documents 

Be Advised: The following is not a substitute for legal advice.

The main objectives of Exit Strategy are to introduce you to the documents, get you organized, and help you develop habits of updating your information on a regular basis.


The four (and one bonus) life documents every adult should consider are:


1. Health Care Directives

2. Life Insurance

3. Last Will and Testament 

4. Revocable Living Trust

*5. Durable Financial Power of Attorney

When you obtain these documents will be a personal decision and may be based on several factors. Seek professional advice about when the appropriate time would be for you. 



Will aka Last Will & Testament

A will, aka a last will and testament is a legal document that communicates a person's final wishes pertaining to their assets. It provides specific instructions about what to do with their possessions.

Durable Financial POA

A financial power of attorney is a legal document that lets you appoint someone to manage your finances and property for you. These tasks could include paying bills, making bank deposits, collecting your insurance benefits, and more.

Health Care Directives 

A health care directive is a written document that informs others of your wishes about your health care and decision-making should you become hospitalized or otherwise incapacitated.

Life Insurance

Life insurance is a contract between a life insurance company and a policy owner. A life insurance policy guarantees the insurer pays a sum of money to one or more named beneficiaries when the insured person dies in exchange for premiums paid by the policyholder during their lifetime.

*As life insurance is only as good as the company you purchase it from,

it's recommended purchasing from a reputable provider. 

Revocable Living Trust

A revocable living trust provides a way to ensure the continued management and preservation of your assets, should you die or become incapacitated, and allows the avoidance of a probate court proceeding after your death. The term revocable means it allows the settlor (you), to make changes to the trust at anytime during your lifetime.

*While it's possible to create a revocable living trust using online templates or software, seeking legal advice ensures that your trust is comprehensive, legally valid, and tailored to your specific needs and objectives.

Create & Protect Your Legacy

As promised in Exit Strategy, this platform also offers you the opportunity to connect with field experts who can guide you through the process of creating important life documents, ensuring your peace of mind. By filling out our form, you can initiate contact with these professionals and receive the guidance you need.

Legal Disclaimer

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