Matters of Life -- Organizing Matters

Organizing Matters

Evaluation and guidance for those who matter most.

Organizing Matters can make a difference in the lives of people who…
Rely on help from grown children with children of their own.
Feel anxious about their financial future.
Struggle with keeping important documents organized.
Live far away from immediate family members.
Depend on a spouse’s or partner’s assets.
Need to file life insurance claims or manage other benefits.

What Is Organizing Matters?
Organizing Matters is a service that assists you and your family in gathering, organizing and examining essential life documents in order to support family decision-making and planning for long-term care. Once collected, all of your documents are stored in one secure, central location and examined by your Matters of Life™ provider. As a result, you will receive a report containing a Financial Profile and Financial Assessment that will help you make more informed personal and financial decisions about long-term care. As we age, time-sensitive issues arise and needs change. Having all of your important documents at your fingertips can be of great assistance—to both you and your family.

Our Matters of Life™ Providers Will:

Assist you with gathering and organizing your documents.
Evaluate the documents and provide a detailed, one-time snapshot of your financial resources.
Make personal, financial and necessary end-of-life documents available to you and designated family members in an easily referenced, centralized digital repository on our password-protected Website.
Give a final written and Web-based report containing a Financial Report and Financial Assessment. The report will provide a basic starting point for caregivers to begin discussing long-term planning.

The Organizing Matters service is available now, or can be prepaid contingent upon the death of a spouse or partner in order to provide more support to the surviving family member. Contact your Matters of Life™ provider today to find out how.