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Resources For You
12 Lessons-
StartContacts (Appendix One)
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StartPersonal Data Record (Appendix Two) in the Book (Know Your Vitals updated by me)
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StartPersonal Information
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StartBusiness Information
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StartInsurance Policies to Consider
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StartInsurance
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StartLegal Information
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StartCosts of Probate in California
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StartDocument List (Appendix Three)
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StartPreparation Checklist - Final Wishes/End of Life
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StartNotification Grid (Appendix Four)
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StartOnline Accounts = Digital Assets
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If Life Changed in the Blink of an Eye,
Could Anyone Step In for You?
Imagine Living a Life Without Regrets ...
Lynn's Practical Life Planning
The Living Planner® Book Study Group
The Living Planner Book Study Course Pass it On Life Series
The Living Planner Book Study Course
Let's Plan Your Life Together with The Living Planner - Lynn!
What you'll get as you prepare for anything life hands you!
Real Talk About Life Planning with Lynn, the author of The Living Planner®
Prefer Order to Chaos? Ready to Plan and not sure where to start? Join in! You'll talk about Real Life and learn how to take "baby steps" and make sure you're PROTECTED
You'll cover information from chapters of the book and have Action Items to help you throughout.
If you have specific questions and/or have circumstances you prefer to discuss, check out adding Life Hacks with Lynn 1:1 time.
Step by step, let's do it together :) You've Got This!! -- Lynn
Course Curriculum
Course Pricing
Wait and See
60% of Americans have NOT completed a Will, Trust, Plan for the "what if's". Reasons why NOT are:
- I don't have time, I haven't gotten around to it
- I don't know where to start
- I don't have enough assets to leave to anyone
- It's too expensive
- Begin by understanding your choices and decisions needed
- Investment to protect your Assets
- Court Costs Set by The State and Based upon Value of Assets if nothing is in place
- Time delays by Courts COsts $$
- Emotional Costs are High
Cost
Cost and budgeting for executing legal documents vary by state and by your unique situation. This is a BIG issue for my clients. It's important to understand what the cost is of NOT having anything in place. NOT having anything in place costs are:
Risk
Our daily lives are action packed. Often you operate on auto-pilot, doing "what you do naturally" without much thought. This is great for you, YET, when the time comes when you need someone to step-in and help you, OR you need to step in for a loved one, uh ho. The risks for you of not being ready are:
- Not knowing what a loved one's wishes are
- Not knowing all the practical things a loved one does (and the impact to YOU
- Not having the legal documents in place to make medical decisions
- Not having access to cash if financial documents aren't in place
- Business and Personal circumstances are HIGH RISK without Plans
- Huge sense of Relief and Peace of Mind
- Feeling of Accomplishment and Confidence Your Wishes are Known
- Deciding to protect yourself, those you love and your legacy
- No Regrets or Sense of Shame in Times of Distress
- The Ability to Change your Mind and Decisions Anytime
Reward
The rewards of having taken time now to plan in advance of a life-altering situation are:
Meet Lynn Lambrecht
Let's Get Living
Preventative strategies are my passion. Tough topics are tough. Reality informed me and Compassion drives me :)
How do you prepare and cope with a sudden diagnosis, an accident or loss of life? OR cope with business impact due to natural disaster, regulatory, technological, and/or human factors?
I was a 30-year global aviation professional that witnessed the aftermath and handled details for specific families impacted by aviation emergencies on a large scale as a volunteer emergency team member in aviation.
After working crash sites and assisting these families, my world changed too. I hadn’t realized how complicated it was to handle the administrative details we take care of daily while we’re living.
Life changes and evolves as we grow through it! We encounter new experiences through transitions like job changes, moves, new relationships, babies, all the way to retirement – so many factors to consider along the way.
This picture is a reminder of my visit to Antarctica, the seventh of seven continents on my quest to see a sunrise and sunset in every continent!
The journey of life is amazing! Making a little up front time to address life's "administrative side" can prevent so much heartache down the road and open us up to all the possibilities ahead!
Live, Laugh, Love -- Lynn
Course Pricing
1. Pre-Planning
Pre-Planning Planning and Organizing
What If Planning Tips
Document Items of Importance
Inventory of Possessions
Banking Matters
Estate Planning - How to Begin
Wills and Trusts
Power(s) of Attorney
Disbursement of Property
End of Life Planning
2. At a Loss
At the time of a loss, there are certain things to consider immediately and other things we can delay.
You'll learn practical considerations, tips and actions to take at the time of loss.
3. On-Going Follow-Up
The administrative follow-up for lives is not something that comes naturally. Taking care of YOU comes first, as you begin the task of notifying people, businesses, agencies and organizations.
BREATHE ...
4. Appendices
Appendices I-!V
Soft copies of Appendices I-IV will be provided. You'll have an opportunity to begin taking immediate steps to help you./yours and ask questions!
Lynn Lambrecht
Preventative strategies are my passion. Tough topics are tough. How do you prepare and cope with a sudden diagnosis, an accident or loss of life? OR cope with business impact due to natural disaster, regulatory, technological, and/or human factors?
Life changes and evolves as we grow through it! We encounter new experiences through transitions like job changes, moves, new relationships, babies, all the way to retirement – so many factors to consider along the way.
"What do I do NOW?" We seem programmed to react to life. What if we considered a proactive stance? Each transition is a time when we stretch beyond what we've known to take a new step life's journey. After years in the reactive space, I’m a believer in up-front action to allow us to feel what we deserve to feel in times of loss.
I saw a gap in society and created The Living Planner providing individuals and organizations the "layperson perspective" of if/then possibilities. We discuss how financial, legal, health care, tax, accounting and insurance professionals serve us.
It matters to me that working with individuals, families and businesses, we proactively seek action with primary focus on empowerment, relationships, open conversations and some real life sass!
As a 30-year aviation professional that witnessed the aftermath and handled details for specific families impacted by aviation emergencies on a large scale as a volunteer emergency team member throughout my years in aviation, I have a strong sense of service, experience and business acumen.
I've worked with the accountants, business attorneys, fiduciaries, financial planners, end of life care professionals, estate planning attorneys, funeral providers, home health people, insurance agents, medical care teams, tax people, and trust administrators. Keeping up on national and state laws is key, along with understanding how the pieces each of the professionals handles helps me thread the need to see the gaps and know how to fill them.
The journey of life is a gift. Make a little time up front to address life's administrative side" and prevent heartache down the road. In the moments when life changes in the blink of an eye, we deserve to grieve vs. scrambling to search for x, y, and/or z. Look forward to meeting you on this journey called life. --Lynn
My work with The Living Planner honors and remembers the victims, families and survivors of NW255, NW1482 and UA175. #LifeHacks #StepInStepUp
Course Pricing
"Thank you, Lynn, for this AMAZING course. Your Living Planner Book Study Course has made it so much easier for me and my husband to make sure we have all the necessary documents to take care of our health, property, assets, and even our beloved pet. 💕 I really like how you simplified the process by grouping the documents into easy-to-follow categories that have a summary, actions to take, and additional information. I highly recommend this course – it’s such a great feeling when you complete this course, and you are in control of your life and your future.."
Janet Lienhard
Virtual Instructor
“This book and program has made me get on track with my planning like no other. Lynn is a genius at making the steps clear and simple so that anyone who follows them can be successful. Thank you!”
Dan Mulhern
Mulhern Design Company
“As a business owner I knew I needed a plan for the “what if” part of life. Lynn at The Living Planner helped me with personal planning, estate planning, business planning – the whole thing! She has tremendous knowledge and has created tools to make the process easy.”
Rebecca Prouty
Always Best Care of Temecula Valley