New website blends legal and financial planning with personal perparation. There are more loose ends to tie up after your demise than you may think. PlanYourLegacy.com, a new subscription website, lets clients look after the financial, legal and personal aspects of their deaths.

Sic transit

“People typically consult with attorneys to create a will, healthcare proxy or power of attorney,” says Mark Colgan, founder of Plan Your legacy. And, he adds, they may also consult with a financial advisor “to better understand their benefits.” But there are also many personal details that go unmentioned, and so remain open to” guesswork after one’s death,” says Colgan. |image1|

Colgan, author of The Survivor Assistance Handbook: A Guide for Financial Transition and The Personal Legacy Journal, is a veteran end-of-life planner.

The website’s services include help maintaining a “legacy journal” to the more extensive capabilities around online memorials and support information and tips for survivors, among them ways to ensure against the theft of a deceased relative’s identity.

Plan Your Legacy is a service of Pittsford, N.Y.-based Eastside Financial Education, a financial-planning firm owned by Colgan.

The cost of membership is $85 up front – a good idea on Colgan's part under the circumstances – and $15 a year after the first year. –FWR

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