Start here! Begin by downloading the free worksheet. This tool is designed to guide you through the basics of your practice and needs and will serve to set up an initial plan.

The main challenge is that it’s hard.

It’s emotional to consider your life’s work and sit with the importance of the role you’ve played in so many lives. It’s ok if you need extra support to process those feelings.

You need a plan because your business has a lifespan. Because emergencies happen. Because you’re important to a lot of people, both personally and professionally. Because you spend a lot of time cultivating relationships.

But mostly you need a plan because it’s the ethical thing to do.

It’s exactly what it sounds like! You can fill out the basic plan while following along with a step by step video, or you can get a slightly more customized plan with a consultant. Either way, the plan you create is your responsibility; the action steps are yours and you’ll need to assign your own administrative person who’s willing to serve in that role for you.

These services can be chosen as stand-alone, or can be added to either guided DIY and full service plans. These are part of tailoring Time Well Spent plans to meet all your closing needs.

All guided DIY plans provided by Time Well Spent come with the possibility of adding some a la carte services or even upgrading to a full-service plan.

These plans are managed start-to-finish by a Time Well Spent consultant. The plans are collaborative and personalized, and there’s no need to assign an outside administrator. You can be assured that your Time Well Spent consultant will administer your plans and can manage your clients, your business, and your legacy.

These plans are managed start-to-finish by a Time Well Spent consultant. The plans are collaborative and personalized, and there’s no need to assign an outside administrator. Your plan will be put into action to protect your friends and family during a time of significant loss.

Temporary plans are designed to cover you for things like parental or medical leave. These plans are highly customizable.

Absolutely! Sometimes you just want out of the business and you don’t want to have to retire or die to do so. We can customize a plan to help you get the support you need for closing your practice and moving on to your next challenges.