Ensuring Your Family is in Good Hands: Navigating Estate & Legacy Planning Beyond the Legal Docs
Join us for this recorded estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, an after-loss service assisting families with settling affairs after death.
Designed to help you secure your family's future, this insightful webinar goes beyond the traditional legal aspects of estate planning to delve into the practical and emotional steps needed to ensure your loved ones are well-prepared and supported. In addition to gaining a greater understanding of the basics of estate planning, you'll learn how to:
Start the estate planning process
Comfortably discuss difficult topics with family members
Create a plan for the digital assets in your estate
Whether you're just starting your estate planning journey or looking to refine your existing plan, don't miss this opportunity to gain peace of mind and ensure your family is in good hands.
Speaker:
Sarah Grifferty, Founder & CEO of LooseEnds
Host:
Jamie Furlong, Managing Partner at Legacy Investments & Real Estate
About the Speaker:
Sarah is the Founder & CEO of LooseEnds, an after-loss service assisting families with settling affairs after death. LooseEnds offers concierge services and digital resources to guide and support executors through administrative tasks post-loss. Additionally, Sarah is the Founding Partner of BUILD Coalition, a nonprofit advocating for institutions to compassionately support the bereaved in multiple aspects of their lives. She also co-runs The Business of Death (TBD) Alliance, a community initiative and digital newsletter to support individuals building businesses in the end-of-life and death care industries.
Sarah comes to this work after losing both her parents and experiencing the frustration and pain of the current system. Prior to her work in the death care services industry, Sarah conducted private investment data analysis and research at Cambridge Associates. She produced and audited the Cambridge Associates Private Investment Benchmarks, the leading benchmark in the private investments space. Sarah holds an MBA from UCLA Anderson and a BS from graduated from American University.
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