What Your Substitute Decision Maker Needs to Know

personal planning for your peace of minD

At Think Beyond the Will, we specialize in comprehensive personal planning services designed to provide peace of mind for you and your family. We offer a straightforward, compassionate process to help you create a personalized plan that reflects your values, traditions, and budget. Our plan ensures your loved ones have the necessary information to manage your affairs effectively, making a critical time easier and less burdensome.
Having a plan can be an icebreaker, a means of opening discussion with your loved ones and substitute decision maker(s) without causing undue anxiety or fear.

How It Works



1. You complete our secure intake form that easily and accurately gathers your personal and financial information, along with your specific instructions.



2. Using this information we prepare for you a concise and affordable package that includes all pertinent information for your family, executor and substitute decision maker(s).





What Is Included?



Section 1 - personal and general information such as property, family, will, etc.

Section 2 - assets & liabilities

Section 3 financial information such as banking, investments

Section 4 - insurance

Section 5 - income tax

Section 6 - current health information

Section 7 - end of life plan - talking about dying won’t kill you Section 8 - anything else of importance to you

Who Is It For?















  • People in their 30’s who are finishing student loan and credit card payments.
  • People in their 40s and 50’s who are saving for retirement.
  • People in their 60s who are “officially” retiring from work.
  • People 70 and above.
  • Everyone.

What Does It Cost?



$200. for a single package$350. for a couples package Includes a 1 hour phone call or 1 hour in person meeting, if required. Additional calls or meetings will be billed at $30. per hour.Payment by Etransfer or Cash
Yes, i wish to purchase the couples package
Yes, I wish to purchase the single package
i have a question

Proud member of:

Think Beyond the Will is not a law firm and does not provide legal advice, nor are we medical practitioners. Our materials and services are not substitutes for the advice of an attorney or a medical practitioner. 
Privacy statement: all sensitive information will be held in the strictest confidence.
Please note that no AI has been used in the production of this web site.