Introduction:

Legacy planning—preparing for death and mental incapacity—often feels like navigating a complicated maze. With so much generic advice out there, finding guidance that truly fits your situation can be challenging. Where do you start? What steps should you take? How much will it cost? And most importantly, how do you make choices that reflect your needs?

Technology is transforming the way we plan for the future, and with Immortalize Legacy and Elderhood Planning Digital Concierge, YEPPA, it has never been easier.

In this webinar, we’ll provide a live demo of YEPPA, showing how it streamlines the process of planning, monitoring, and executing your plan—making everything simple, efficient, and effortless. Whether you're drafting your Will, setting up your Lasting Power of Attorney (LPA), or handling other legacy and elderhood matters, YEPPA is designed to guide you every step of the way.

What will be covered?

• Why Legacy Planning Matters: Understand the real-world consequences of not having a legacy plan in place and how it can impact your loved ones.

• The Essential Documents, Simplified: See how YEPPA guides you through creating and managing crucial documents like your Will, Lasting Power of Attorney (LPA), Advance Care Plan, CPF nomination, and more—without confusion or feeling overwhelmed.

• Instant Access to Templates & Guidance: Learn how YEPPA provides easy-to-use templates and step-by-step guidance to help you kick-start your legacy planning journey.

• Tech vs. Traditional Legacy Planning: Discover the advantages of using YEPPA over traditional methods, including cost savings, efficiency, and easy access to expert advice.

• Smart Legacy Plan Management: Explore how YEPPA helps you keep track of updates, manage execution, and ensure your legacy plan remains up-to-date with life’s changes.