2. OUR MISSION
To bring simplicity, organization
and direction in organizing
estates for our clients by
coordinating activities needed to
ensure they are complete.

4. Could it be….
Disability
Critical Illness
Fire
Death
Vandalism
Abuse
Work or Car Accident
Aging
Are you Prepared?

5. Our Vision:
To help businesses, families
and individuals of all walks in life.
To direct, support and
help protect estates as a
family friend would.

6. Our Goal:
Provide a personalized service
in the
organization and
documentation of an estate.

7. Our Objective:
To be there from an unbiased standpoint.
Provide options to address an
untimely event, critical illness, accident,
sickness or
death while in good health.

8. …taking into consideration
all aspects
and dynamics of a family
and/or business.

9. Coordinator’s Role:
Motivator, Options Provider,
Sounding Board and Friend
in the best possible
time frame, varied by
circumstances and abilities...

10. Family disruptions/feuds
Unforeseen abuse
Possible fortune seekers
What is to be considered
Are there disabilities
What could cause a problem if left undone
Who are the best options

11. Document and Duplicate
Important Information
removing the guess work and
searching at time of need

12. Review all legal and professional
documents, final wishes,
backups, critical illness concerns,
loved one with a disability
protection, ageing protection etc.

13. Be decisive in your objectives and
goals, it is your decision how your
estate is distributed.
Friends of the Family has proven
to be the best option, making it
easier for those you love.

14. Protection of Estate
Digital and written inventory
Future updates

15. There for you and your
family at time of need
No strangers
Guidance Support
Contact Cards

16. Having your affairs in order provides
comfort and peace of mind
An organized estate is an everlasting
gift!

17. Lifestyle and Independence
is Important
Help for the future exclusive to
our clients

18. • Liquidate Assets
• Lawn and Garden Care
• Health Care Needs
• Home Repairs
• Special Circumstances
• Pet Care
• Ongoing updates
• Business Mediator
• Marriage Mediator
• Senior Assistance

19. In Summary:
Four points to summarize the
Friends of the Family program...
• Assistance to outline specific wishes for Wills,
Powers of Attorney, Medical Directives, Trusts and
appointment of Guardians before visiting Lawyer.
• Options and your written decisions for organ
donation and funeral arrangements are in place.

20. • All your assets are documented and
recorded whether there is an apartment,
cottage, multiple homes or a business.
• The safe location of your paper assets and
documentation as related to your estate.

21. Sensitivity... Confidentiality... Peace of
mind