Missing Pieces Plan

The Missing Pieces Plan was created to help you live a fulfilled life NOW (and gain peace of mind) by planning for “later.”

There’s a saying, “leave a legacy, not a mess.” The Missing Pieces Plan was created to ensure the “softer issues,” often overlooked in traditional end-of-life plans, are incorporated into your plan so you leave a legacy, not a mess. Filling in these missing pieces provides you and your loved ones the greatest gift – peace of mind.

This is a 2 hour interactive and informative training offered online for individuals to take at their own pace. Developed by Jody Giles, this training is carefully designed for professionals, caregivers and individuals who care about their own aging. Grandparents, parents, new parents – anyone with loved ones.

This training is presented in easy-to-follow end-of-life planning chapters:
  • Wills
  • Power of Attorney
  • Advance Directives
  • Letter of Instruction
  • Long-term Care Insurance
  • Life Insurance

Every chapter has an accompanying Missing Pieces Plan Worksheet to assist you in putting the pieces in place. The Missing Pieces Plan worksheets allow you to take action and complete each missing piece. The workbook can be purchased separately by clicking HERE.