Technology Solution for Estate Planning with Addio

A live interactive discussion with Gabe Caldwell to learn about an innovative platform designed to help you gather the details of your life and bring them together in one plan that is simple, clear, and complete.  

Special 25% discount link for Positive Aging Community 

• https://www.ouraddio.com/r/349
• There is free for 14 day trail period with no credit card, etc. if you decide to pay after the trial the discount will be activated if you use the link above

Gabe Caldwell | Cofounder  

• gabe@ouraddio.com

Questions Asked:

• so does this cover all estate planning tools and cover bases of the Will, Living revocable trust, irrevocable trust, Special Needs Trust, Health Care Proxy, power of attorney , Etc hope our question not getting too far ahead of presentation thank you so much
• What is legacy forever plan for your service and your company. Are your Business plans organized so your service can be here forever.
• Thank you for this service and all your efforts and care
• I have trust. Do you help make changes?
• Where are you located?
• are the advisors fudiciary's and is there more than one in each state?
• You help families organize and take the guesswork out of what each of us wishes as we depart.  Tremendous relief and help to families. Love this.
• Is it true that most places require paper versions of documents with stamped original versions from a notary?
• Executor you recommend in N VA
• What about documents that need a notary?
• Is there a one time cost for this service or a monthly fee for this service?
• Do attorney consultations continue through the years for updates and changes to documents as life, beneficiary names and assets continue to change through the years?
• Per yr? What do you mean?
• So is it 99/yr only for the time you are using it and when Estate plans are completed, you can terminate the subscription or is it $99/yr. until you become deceased?
• How do debts get listed and incorporated?
• If I have will and all the documents already prepared by attorney, do I benefit from your plan.
• We have an estate plan from our lawyer, your template is written in plain language and is great but The copy we have from our lawyer is written in very lawyerly language. So how many states have your documents been accepted by the state.
• If I want to update all my documents,would it normally make sense to start from scratch?
• What about District of Columbia - we are NOT one of the 50 states
• When are people listed able to access areas one wants them to know about? During life or only at death?
• How do I indicate that I wish to donate my body to a local medical teaching center as a cadaver?
• I find that most people need some external accountability to keep them on-track, and to address fluid changes throughout life. Static documents need revisited, as do other financial plans. How is this managed?
• Are your financial advisors associated with investment companies?
• Are your financial advisors associated with investment companies?
• Can you print out your documants multiple times?
• Does it cost money to join your partner network?
• So after Resurrection, Rebirth, Death and Farewell, do family members settling the estate do they have to find attorney advisors to guide estate settlement steps and process even if administration of estate includes probate or are your consulting attorneys available to continue attorney services or does this need to and have to be negotiated? Question feels confusing hope we didn't lose you during process of asking the question. Thank you so much
• For how long is the discout available?
• So please explain and make  clear using as example, the ninety nine dollars is per year, these are the annual fees? is 25% discount for first year only?
• Very transparent, thank you for your hard work and effort, this is gift to individuals and many people and our continuing changing lives. Thank you so much.
• "So did you say if we have all estate planning documents, we have to start over from scratch if present documents in hand need to be changed and updated?
• Steve did you say you and your wife started over from scratch with new estate planning documents from this platform instead of doing updates with an attorney?"
• Where is the Forever Plan info? I don't see it on the website
• What is your promo code?  I went to site and it asked me to pay if I wanted to activate  -- and it asked for promo code.
• I'm married and a part of a blended family, is there a specific plan you recommend for me and my family?

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Chat Transcript

12:06:51     From  Steve Gurney - ProAging Community : Special 25% discount link for Positive Aging Community https://www.ouraddio.com/r/349

12:07:10     From  Steve Gurney - ProAging Community : You can try it for free for 14 days with no credit card, etc.

12:08:28     From  P. Antoinette Jeffries   to   Hosts and panelists : Screen is blank

12:09:20     From  Lee Malone   to   Hosts and panelists : couldn

12:09:24     From  Lee Malone   to   Hosts and panelists : t see it either

12:09:29     From  Katie Gates : I could see your page

12:11:51     From  Linda Smibert : Gave...I live in Canada. Is this platform adaptable?

12:13:14     From  MarthaLeah Chaiken : How secure is your site if I am going to be uploading all this sensitive information?

12:13:50     From  Linda Smibert : I still like all the other segments eg. health, directives,

12:15:17     From  Linda Smibert : excited about this...I want to leave joy and gon and no headaches for loved ones.

12:19:31     From  Steve Gurney - ProAging Community : Here are our Positive Aging Community Champion Elder Law Attorneys https://www.retirementlivingsourcebook.com/search_results?sid=31&tid=74 and our previous Elder Law Discussions https://www.retirementlivingsourcebook.com/videos?q=Elder+Law

12:19:47     From  Linda Smibert : wow..accessible for most.

12:20:45     From  Clara Kazemzadeh : is the fee for a couple or per person

12:21:52     From  Steve Gurney - ProAging Community : Roslyn Schmidt 12:20 PM 

Executor you recommend in N VA

12:22:42     From  Steve Gurney - ProAging Community : Last Will

12:23:07     From  Linda Smibert : I've been considering pulling all my info into flash drives for my kids but it's overwhelming where to start....especially with ADHD. THIS looks amazing.????????.

12:24:55     From  mary busse : cost and info available to family members/attorney?

12:25:28     From  Steve Gurney - ProAging Community : Special 25% discount link for Positive Aging Community https://www.ouraddio.com/r/349

You can try it for free for 14 days with no credit card, etc.

12:27:42     From  Karen Gerndt : What is the difference between the annual and one-time products

12:29:42     From  Elias Papasavvas : I LOVE that you call it a “Farewell Plan”. What a beautiful way to frame it.

12:31:37     From  Steve Gurney - ProAging Community : Estate Plan for Your Dogs or Cats? How to Protect Them https://www.retirementlivingsourcebook.com/videos/estate-plan-for-your-dogs-or-cats-how-to-protect-them

12:39:10     From  Suman Nayyar   to   Hosts and panelists : Do u address special needs adult children.  Mentally ill

12:41:39     From  MarthaLeah Chaiken : Yes, the Estate Plan for Your Dogs of Cats was very helpful!

12:47:45     From  Elias Papasavvas : Steve my elder mom is calling so I have to go. Please absolutely connect me with Gabe. This is among the most incredible innovations I have seen in the field of planning one’s farewell.  Thank you for bringing Gabe on .

12:49:10     From  Carol Fyfe : If you are given access by someone can you change anything they have.?

12:52:32     From  Laura Heinrich : don't for get us in District of Columbia - not a state

12:53:52     From  Laura Heinrich : What about a directive for dementia?

12:57:24     From  Shirley Schwarz   to   Hosts and panelists : How do I indicate that I wish to donate my body to a local medical teaching center as a cadaver?

12:57:50     From  P. Antoinette Jeffries   to   Hosts and panelists : What's the contact info for Gabe?

12:58:25     From  Suman Nayyar   to   Hosts and panelists : Did u see my question about special needs?

13:01:48     From  Steve Gurney - ProAging Community : Gabe Caldwell | Cofounder  

gabe@ouraddio.com

13:01:50     From  Suman Nayyar   to   Hosts and panelists : I would like my friends to watch this recording link please Steve 

.

13:03:11     From  Martha Cooper   to   Hosts and panelists : Tell us about your company, its size, plans to adjust the changes in each state. What are you doing to insure your future?

13:03:33     From  Steve Gurney - ProAging Community : Special 25% discount link for Positive Aging Community https://www.ouraddio.com/r/349

You can try it for free for 14 days with no credit card, etc.

13:10:50     From  Clara Kazemzadeh : if you purchase a couple's plan forever can you upgrade to a family plus later

13:18:19     From  Steve Gurney - ProAging Community : Special 25% discount link for Positive Aging Community https://www.ouraddio.com/r/349

You can try it for free for 14 days with no credit card, etc.

13:18:38     From  Diane Bowen : Is the promo code only good today?

13:19:04     From  Renee Dunham   to   Hosts and panelists : If I sign up for the short time and decide within that time to pay a one time code.  Can I pay the balance for the long time.

13:19:44     From  Clara Kazemzadeh : I'm very excited to try it out, I will definitely share your information, thank you so much!

13:20:14     From  Elizabeth Singleton : Thank you so much for this presentation!  Love the Jetson reference!  They would be impressed!

13:21:43     From  Paula Osborne   to   Hosts and panelists : Thank you!