Exit Savvy provides practical tools and services to Estate Planners and their planning partners. Estate Planners are individuals who are undertaking planning activities associated with their estate.

Partners include those who have been identified as an Executor, an Enduring Power of Attorney, a Personal Directive Agent, as well as professional service representatives such as Accountants, Lawyers, and Financial Planners. Those professional service representatives hold positions of trust with the planner and often have essential information to support the Power of Attorney, Personal Directive Agent, and Executor.

Services

Advisory Services

Exit Savvy’s founders, Anne and Stevie, are Professional Coaches and Certified Executor Advisors. We are Micro Business owners ourselves and grew up in a small business ownership family. We understand the unique nature and complexity of the challenges you face. We can assist you with making plans associated with your business.

Facilitated Conversations

In an ideal world, Estate Planners are able to host open and robust conversations about their estate plans with family and the members of their personal support team (Executors, Powers of Attorney, and Personal Directive Agents). However, it can sometimes be challenging to have these conversations. There is no doubt the topic is difficult for many.

Exit Savvy is proud to offer facilitated conversation services, as well as difficult conversation coaching. We bring expertise and compassion to leading difficult conversations between Estate Planners and the people who are important to them, and to family members at times when differing points of view and emotions lead to conflict.

Products & Tools

Our products and tools are designed to provide the information necessary for Executors, Powers of Attorney, and Personal Directive Agents to do their jobs.

From either the Products & Services drop-down menu above or the list of products to the right, you may click on each specific Workbook for a description.

Individual products and/or product bundles may be purchased in our eStore.

Project Management Advice and Support

We provide advice and assistance with identifying and planning the work, provide supportive tools ranging from control sheets for tracking activities to tips on how to get the best results when dealing with the various activities Executors, Personal Directive Agents, and Powers of Attorney are responsible for. 

Referral Services

We do not provide legal, accounting, or financial planning advice. If you are seeking these services, we are happy to refer you to professionals who can support your needs.

Contact us to learn more.