Digital Grab-and Go Planner

With our signature Grab and Go e-Binder have all of your important documents consolidated in a single location and easily accessible at a moment’s notice.

If you or your loved one had a medical crisis, how EASILY could you find all of those important docs?

The value of the digital Grab-and-Go is:

  • Identifies gaps in your current plan (Ex: missing signatures on forms)

  • Identifies outdated documents or insurance policies (Your needs or wishes may have changed over time)

  • Comprehensive list of suggested items to have in order for the “what whens” of life

  • Twelve headings can also be leveraged as agenda items when facilitating your own family meetings

  • Versatile product – do it yourself or we can help you as a project manager

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What Others Are Saying

I received the Grab and Go Binder a few minutes ago! Again, thank you so much for sending it! Knowing you developed it, I expected it to be detailed and professional....it exceeds my expectations! Now, I need to get to work and fill it up!
Bob Larsen

If you or your loved one had a medical crisis, how EASILY could you find all of those important docs?

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