• Are you currently in the process of planning your transition due to unexpected health issues?

  • Are you currently seeking funding for the funeral of a loved one?

  • Are you the beneficiary of someone who has passed and need state resources to assist you?

You've come to the right place.


Plan the Course (PTC)©  provides a simplified, easy-to-use resource to keep track of your administrative, legal, and financial resources in a secure environment, as well as the option to pre-plan and pre-pay your funeral with the funeral home of your choice.  

PTC subscribers have access to:

  • emergency contacts;

  • insurance information;

  • utility and bank information; and

  • editable and updatable funeral planning from A-Z through a partnership with FuneralTech.

All of these resources, coupled with ease of use, accessibility and affordable upkeep make PTC the #1 choice for all things in estate planning without incurring the cost of an estate lawyer. And, if the consumer has an estate lawyer, this platform offers, as a resource, easy filing and organization of documents.





It's Important to Have The

"Talk of A Lifetime"