client services: legacy & end-of-life planning
Your clients need help too…
Client End-of-Life Planning Services: Speaking, Training, Consulting
life management consulting
Preserve Your Memories | Protect Your Assets | Live Your Legacy Now
Professionals, such as attorneys, physicians, executives, accountants and financial planners who work with managing the wealth, health and estate plans of others, need to consider all of their clients challenges and offer the appropriate resources.
About Life Management Consulting, Client Support Services (non-legal)
Life Management Consulting provides products and services to assist the clients of estate planning attorneys to complete an end-of-life plan which complements their estate plan. We offer many educational programs that compliment the menu of services offered by the estate planning attorney.
About Our Coaching Services: End-of-Life Planning & Estate Settlement Assistance
Who we are… Life Management Consulting provides 1-on-1 coaching and consulting services to help your clients and their families to manage the challenges of end-of-life planning. From assessing the client’s needs to creating and implementing a complete end-of-life plan, our Client Services Team, will work with each client in a confidential and supportive way. Our menu of services will assist both you and your firm in answering the needs of your clients.
What we do… End-of-Life Planning & Legacy Consulting Services provide the support and resources that clients need as they manage the challenges that arise during end-of-life planning. We are ready to use our knowledge and expertise to support the Baby Boomer’s as they are being stretched between concerns about the welfare of their own families and their parent’s challenges with growing older.
How we do it… Our commitment to serving your clients and their families is based upon our sincere interest in your clients’ welfare, an interest that continually motivates us to seek and find practical, timely solutions to their problems and concerns. We are here to work with you on the challenges of end-of-life planning. Our dedication to providing customized consulting services has brought us many return clients and referrals, and we intend to continue offering our unique client coaching service to support individuals and families in their time of need.
Coaching Approach/Philosophy…
Life Management Consulting provides client services to support and guide individuals and organizations as they grapple with the four aspects of End-of-Life Planning, which include:
1) Legal Planning,
2) Financial Planning,
3) Elder Care & Last Wishes Planning and
4) Legacy & Succession Planning.
Individual Consulting & Coaching Services on topics such as:
~Professional Organizing: Including home/business office organizing, filing and automatic bill paying systems, office space, managing projects, etc.
~Residential Organizing: Organizing closets, kitchens, garages, storing photographs, collections and historical items, etc.
~Legacy Planning: Documenting Family History & Values, Creating a DVD, etc.: Estate Settlement Agent Services, Estate/Financial Checklists, Last Wishes & Legacy Will
~End-of-Life Planning
~Funeral Planning: Assisting family with Service/Celebration design, Eulogy, Obituary, Reception, etc.
~Grief Coaching & Support
~eJournal:One Life, One Time, One Legacy
Legacy & Succession Planning
Creating a Legacy Will… We encourage our clients to create a Legacy Will, which can be as simple as a one page ‘love letter’ to the family to a more complex genealogy. The Legacy Will outlines the client’s family history, childhood memories, traditions, education, life challenges, values, and memories for others. By consolidating photographs, notes, memorabilia, etc., an important heirloom will be created for generations to come. We can also assist in creating a video of photographs, news clippings, special events, historical moments, music from the time or a genealogy/history of the family.
Creating A Succession Plan… Every one who is working needs to have a system set up “just in case” something happens– with passwords, location of keys and important papers and a succession plan of employees to manage and lead in a client’s absence. Our Succession Planning services assist with creating a framework for the smooth transition in organizations from one generation to the next. A sound Succession Plan minimizes tax implications, analyzes ownership and management issues, and addresses potential issues involving the organization members’ interests. Let others know your skills, education, business plan and intentions for the growth and development of your business; develop a Succession Plan today.
Grief Support & Coaching Services… include learning to understand the grief process time line, developing support networks and/or securing professional grief counseling.
Speaking & In-house Customized MCLE Training: Legacy & End-of-Life Planning
We offer Speaking & In-house Customized Training Services for your firm, office or employee group. Baby boomers are often caught between raising teens and aiding their elders– we offer help. Life Management Consulting provides custom in-house programs which offer proven solutions to the challenges that your clients and their families face every day. We offer the the support, information and solutions to all the issues that come up during end-of-life planning.
Topics include:
- End-of-Life Planning Challenges
- Time Management & Paper Management
- Expanding Your Client Services & Support Menu
- Families in Crisis: Conflict Resolution Skills
- Supporting Others Through Grief
- Successful Systems & Operations in Your Law Firm
Contact us for your training consultation today here.
Life Management Consulting is dedicated to providing the most timely, relevant and effective continuing end-of-life planning, legacy and succession planning educational products and services available. We offer:
- Live & Recorded Seminar & Teleseminar Packages (half-day and full-day)
- AudioCD & VideoDVD Self-study Materials, Seminar Workbooks & Forms
- Speaking & In-house Customized Training
- Consulting & Coaching Services include End-of-Life Planning, Legacy & Business Succession Planning
- One Life, One Time, One Legacy eJournal
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Contact Information
Online: advancedlegaltraininginstitute.com
E-mail: customerservice@advancedlegaltraininginstitute.com
Phone: 650.960.3772 Fax: 650.960.3773
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