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Getting Started with the Wills Planner

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.

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Learn More About Planning Your Will Online

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The videos and text in the sections below are intended to be used as an example of what a non-profit organization could expect that their gift planning tab would include when utilizing the gift legacy webpage on their website.

Four Steps to Peace and Comfort
Four Steps to Peace and Comfort
Welcome to the online Wills Planner. People who have used this planner are very pleased to have the peace of mind that comes with having a plan. A good plan will provide for your family and protect both you and them.
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Family
Family
The first of the four Wills Planner sections is Family. Click the Review Section button. When you begin, your progress bar will start at 1% but it will quickly move forward as you enter your name, address, city, state, zip and other family information.
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Healthcare
Healthcare
When you click the Healthcare section button, you will have the ability to look at your data or enter the information for several important contacts. Your executor will manage your estate. If you have minor children, a very important decision is who will be guardian of those children if something were to happen to you.
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Finances
Finances
The third section is Finances. When you click on Edit This Section, you may enter information for real estate, bank accounts, investments and other items. You can enter either a summary or an itemized record for your accounts.
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Estate Plan Options
Estate Plan Options
The fourth section is your Estate Plan. When you click the Review Section button, you will be able to select your estate options. A good estate plan enables you to pass the right inheritance at the right time to the right persons.
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Provide and Protect
Provide and Protect
You may have questions about family, healthcare, finances or estate plan options. A very helpful resource is the online Provide & Protect book. The 52 chapters of this book cover many important topics.
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Gift Planner
Gift Planner
One of the features of the Wills Planner is the ability to communicate directly with a Gift Planner. If you decide to take advantage of this option, you will have the opportunity to connect directly with a Gift Planner.
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GiftAttorney
GiftAttorney
This Wills Planner is a wonderful way to gather your important information and maintain it. That's key to providing for and protecting your family. Your direct contact to a GiftAttorney will lead to completion of your will.
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Security
Security
Financial information over the internet is transferred every day. If you have ever bought an item over the internet, you have used the secure system called encryption.
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Copyright 2018 by Strategic Stewardship Partners

Securities offered through American Portfolios Financial Services Inc. member FINRA/SIPC. Investment advisor services offered through Family Capital Management, a Registered Investment Advisor. Family Capital Management and Paul Damon & Associates, Inc. are independent of American Portfolios Financial Services, Inc.

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (PFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgement prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of APFS or APA. Opinions expressed are those of the writer only.

© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
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