peace of mind for ALL.

"Everyone deserves peace of mind

regardless of their bank account size."

Download

Download

Download our FREE Missing Pieces Plan checklist to get started.

Take Action

Take Action

We will tackle each piece together. One at a time. With options for every bank account size.

Repeat

Repeat

Feel all the feels of completing your first piece and…keep going!

Checklist

Do you know where you are in the end-of-life planning process? (haven't started, started but stuck, need a push, or not sure what you're missing?)

The Checklist

Get Started.

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Let's Get it Done

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THE BOOK

Written by a CPA, CFP®

Over 20 years of financial experience

Helps you fill in the missing pieces of your current plan

Includes detailed worksheets

Allows you to leave a legacy, not a mess

Provides you and your loved ones with peace of mind

TAKE ACTION

Piece 1. Let’s start with your Will.

Have one?

Let’s make sure it’s up to date.

Don’t have one?

Let’s create one!

STEP 1: Download the WILL CHECKLIST
STEP 2: Complete CHECKLIST (est. 30 minutes)
STEP 3: GET IT DONE. See options below…

ONLINE OPTIONS

Free Will

Costs nothing, but makes money for the charitable organizations that pay a fee for using the FreeWill service to reach out to donors.

Rocket Lawyer

Subscription fee of $40/mo, users create personal and business legal documents on their own. If there are questions, a lawyer can provide answers online – billed at an hourly rate (but members receive a 40% discount).

Legal-zoom

Conversations with a lawyer are bundled into annual packages. The estate-plan bundle (which includes a will, trust, power of attorney and health care proxy) costs between $149 and $349, but includes access to a lawyer for a year.

ESTATE PLANNER ROUTE

If you would feel more comfortable sitting down with an attorney, the website below provides links to attorneys by state. www.gyst.com/articles/find-an-attorney

In the PRESS

In the News

My Intervew at WJXT News

Read about Missing Pieces Plan in the PRESS

meet Jody giles


Welcome! I am Jody, the creator of the Missing Pieces Plan.
My goal is to help you fill in the missing pieces and give you and your loved ones the priceless gift of peace of mind.

Read more here

testimonials

I have been in the business of helping people plan for the end of their lives and have never seen anything like this. It is a true gift to not only those dying but the families left behind.

Dean Kate Moorehead

I am so grateful for Jody's help in getting my missing pieces in place. It has been invaluable to me and my family.

Debbie Giles Spies

“This is a fabulous tool for any adult and the greatest gift you could ever give your family and loved ones.”

Bonnie Bedenbaugh, NHA

"As a professional who helps individuals and families during these transitions, I see the heartbreaking effects when there is no plan. Jody does a wonderful job creating a pathway to help people by empowering participants with actionable steps, focusing on the most important areas. Her practical and positive approach will help individuals and families to create satisfaction in knowing they can fill in their "missing pieces."

Montell McDowell

"Even though this book may seem like it's about planning for your demise, it's really all about life. Jody Giles' extensive experience and thoughtful advice is an incredible way to bring the family together and to celebrate life - together. There was so much weighing on my family when we began this journey together - some concerns we didn't even know we had. Now we have open lines of communication, peace of mind, and the confidence to handle any tragedy or surprise that may arise, big or small, thanks to Jody Giles and the Missing Pieces Plan."

Michelle Lievense

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Missing Pieces Plan

Checklist HERE

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