Family Preparedness

Family Preparedness: Getting a Plan in Place for Transitions  

This presentation covers the importance of documenting and capturing your or a loved one’s life's work and legacy. The critical consolidation of records gives you a complete picture of your current assets and liabilities. All your information in one safe & secure location provides you with a comprehensive, detailed portfolio and a clear path toward future planning goals. Trying to figure things out during a crisis adds significant stress and unneeded anxiety. Chuck O’Neill of Executor Services will educate you on the components needed to get an accurate plan in place for transitions and why it is crucial to get started right away. Procrastination is the enemy and will impact your loved ones.

Chuck O’Neill is the Founder and CEO of Executor Services LLC. Chuck has a BS in Administrative Law from Duquesne University and is a retired Colonel US Army. He has trained professionals in commercial industries, the Federal Government, and Military organizations over the past 20+ years. Chuck has been teaching Continuing Legal Education (CLE) subjects for the legal community for the past seven years covering topics ranging from technology to executorship challenges. His educational sessions bring his experience to cut through the complexities and provide participants with down-to-earth, actionable information, giving you valuable insights, dynamic discussions, and a sense of relief.