CRITICAL INFORMATION INVENTORY QUESTIONS & ANSWERS

What do you do? Stessa Services, LLC, will help organize and create your
Critical Information Inventory for use by your family, business associates,
caregivers, legal and financial advisors, and executors.  We all know that we
need this inventory, but we typically procrastinate creating it, or attempt to do
so in a crisis or when it is too late. The PERSONAL Critical Information
Inventory contains Biographical (includes medical) & Key Contact
Information, Assets & Liabilities, Retirement Plans, Insurance Policies,
Estate & Healthcare Documents, Funeral instructions, and other crucial
information. The BUSINESS Critical Information Inventory contains
Business Organization & Key Contact Information, Assets & Liabilities,
Employee Programs, Insurance Policies, Sales, Marketing, and Operations
Programs, Business Disposition thoughts and other crucial information.

I/we are in good health, why do we need to do this? We all know of
situations where a friend, family member, or business associate, has
suddenly become incapacitated (or worse) due to a sudden illness or
accident, and know that we are not immune to such eventualities. Some of
us have also unexpectedly been thrust into the role of looking after the affairs
of a family member, friend, or business associate, and had to frantically
figure out/search for the affairs they handled. Furthermore, it is not unusual
in a husband and wife situation for one spouse to handle financial affairs
and the other to handle home, car, maintenance, etc., issues, thus leaving
the other spouse in an awful state. Creating a Critical Information Inventory
will position you and others to deal with such situations and you will “sleep
better at night” by having done so.

Why should I choose Stessa Services, LLC, to help me create my
inventory when I can do it myself, or have my attorney or financial advisor,
or business partner do it for me? Most of us intend to start on a project of
this type but it never gets off of our to-do list! Furthermore, you are the source
of your critical information, which is why attorneys and financial advisors
have agreed to refer us even though our fees are a fraction of theirs. We will
spend a minimum of 3.5 hours (Personal) or 1.5 hours (Business) with you
to either complete or get you started on creating your Inventory. Thereafter,
you can continue by yourself, or have Stessa Services work with you until you
are done.

Why should we trust Stessa Services with our personal and/or business
information? Stessa Services, LLC, is bonded and insured, is locally owned
and operated, and you will be given a copy of our state IDs. You will
determine the information you want to include in your Critical Information
Inventory, which also means that you don’t have to include any dollar
amounts! If you wish, all data input can be done on your PC, if loaded with
Microsoft Office, and your data file can also be password protected with a
code known only to you! Stessa Services will not/never retain any of your
Critical Information, which you will hold in electronic and printed formats.

How long will it take to prepare my Critical Information Inventory? There is
no one answer to this question. Some personal and business affairs are
limited in scope and others are far more complex. Furthermore, some will
want to include information in very great detail and others will want to use a
more “broad brush” approach.  

What do I need to do to prepare for my meeting with Stessa Services? No
surprises! Before we meet we will send you a simple Agreement for your
review and signature at the start of the initial session. We will also send you
a list of items/information you will need to have available, which is easy to do
since we typically create your Critical Information Inventory in the
convenience of your home or office.

Don’t wait any longer to attend to this important matter! You, your loved ones,
your business associates, will be glad you did.

WE ALSO HELP CLIENTS STAY CURRENT WITH THEIR BILLS AND FILING,
AS WELL SET BUDGETS AND MONITOR COMPLIANCE.

Sincerely,
Malvin J. Hillman, MBA, President
Stessa Services, LLC
29428 Arlington Way, Farmington Hills, MI 48331
Cell #: 248-980-5588
Email: mjhillman@stessaservices.com
Critical Information Inventory