Custom Service

On the Record Advance Planning works side-by-side with you to compile your notebook. You also get an electronic copy for safe-keeping.

You will create a roadmap for your family.

They will know:

• Who to call
• What to do
• Where to find key documents
• When they are needed

because you cared enough to create a roadmap for your family.

Do this now, before the emergency occurs. Enjoy peace of mind knowing that you have taken care of your family.

Why call On the Record Advance Planning

I know what it is like to be the one left behind. I know you want to make things as manageable as possible for your family. Read about my story.

You will receive

• Assistance to fill gaps in your recordkeeping
• Manageable assignments to update your records
• Reminder e-mails and phone calls to keep the project on track
• Advice about sharing your critical information with family

See an example page from a custom notebook.

Call 371-3624 for a free preliminary interview.

Fee set at interview based on scope of project.

Note: Available only to persons living in Austin, Texas.