Estate Coaching

LuHi is offering FREE estate and will planning services to our LuHi families, alumni, alum parents, and friends!

If you don’t have a will or haven’t updated yours in a while, Craig Mellendorf of SFC Estate Coaching will help you understand your options and every aspect of your estate. He will also help ensure your money and assets go to those you care about. These one-on-one coaching sessions are free, educational, and completely confidential. He is there to help you make your plans a reality. 

The initial meeting is one hour, with a follow-up meeting of 30-45 minutes. These sessions are offered virtually. They can also be scheduled as in-person appointments upon request.

Craig will help you be “attorney ready” and can communicate with an attorney your desires to make sure your will/trust is completed to your satisfaction. Check out the video below for more information about Craig and the service he provides. Most importantly, these services are free to members of the LuHi Family. The only cost (discounts are available) is between the attorney and family.

Now is the perfect time to sit down with a certified professional to guide you, start your process, or revise your current will. If you have further questions about this program for the LuHi community, contact Jane Lottes, Head of Advancement, at 516.626.1700 x549.