It can be a lot to handle
Losing a loved one rarely involves simply mourning our loss. We are often tasked with many other responsibilities...
- Planning a funeral
- Telling friends and family
- Executing an estate plan
- Informing government agencies
- Settling financial affairs
- Selling inherited properties
- Making a claim on life insurance
- Updating existing insurance
In many cases, this can involve speaking with an attorney, an accountant, a financial advisor, an insurance agent, and a realtor.
Who are we?
All In Planning is a team of independent professionals from different industries who help households through significant life changes. Watch this video to learn about All In Planning.
How can we help?
Our Generations program is specifically designed to help you with the administrative burdens associated with losing a loved one. Watch this video to learn more.
Testimonial
After my husband passed, I was left with so many overwhelming legal and financial decisions - probate, trusts, taxes, investments - and I honestly didn’t know where to begin. All In Planning stepped in and supported me like family. They have helped me to sort through everything with empathy, clarity, and no pressure.
