Final Roadmap was created to make end of life planning easier, manageable and affordable for your clients.

Our online Toolkit allows members to create, compile and safely store documents and directives – with the option to share the documents they select, with the individuals they choose, in the equivalent of an electronic vault.

Why Estate Attorneys Value Final Roadmap

Any Estate Attorney knows the complexities involved in helping clients prepare for their future.  Final Roadmap helps break down the often overwhelming process of end of life planning into small, manageable steps.  Learn more about how it works.

When you recommend Final Roadmap to your clients, you will:

• Have access to a single depository for all of their important papers and legal documents, including wills, advanced directives, healthcare proxies, deposit and securities accounts, etc.
• Benefit from clients being better prepared and organized in advance, thereby saving you (unbillable!) time and money spent sorting through all of those unorganized documents.
• Add value to your client offering and enhance your firm’s position as a trusted advisor, rather than just a service provider.

Who Should Have a Final Roadmap?

• People who value preparation and thorough planning
• Healthy adults planning their financial future
• Anyone experiencing a significant life milestone (such as      marriage, divorce, parenthood, new job, etc.)                                                                                                          • Any person with real health concerns

A Tool to Help Make the Planning Process More Manageable for You AND Your Client

You’re already having important conversations with your clients about their future. These conversations can be complicated and emotionally overwhelming for many clients. Final Roadmap can be your most important tool in getting it all organized, readily accessible, and digestible by your client. The BEST time to introduce Final Roadmap can include the following:

Some examples:
• When it’s time to write or update a will or trust document
• When a client’s spouse dies
• When making plans for college savings, trust funds, or retirement
• When there’s a marriage (or divorce!) in the family
• When a child or grandchild or even great grandchild is born
• When your client has received an inheritance
• When your client’s tax bracket changes   

Whenever the time, introduce the topic with the same straightforward, professional tone you use whenever discussing planning for the future.