Should you create an online will or use an attorney?
Take the Online Will vs. Attorney Quiz!
Expert Interview Series

Expert Interview Series:

Nakia Linzie-Shavers

of

The Gift Life Planning Services

Nakia Linzie-Shavers

Our Head of Partnerships Gabe Caldwell recently interviewed Nakia Linzie-Shavers, Owner of The Gift Life Planning Services, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Life Planning practice at The Gift, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.

Creating the Gift Life Planning Service

Gabe: Can you start by telling us a bit about The Gift Life Planning Services?

Nakia: Sure. The Gift Life Planning Services (The Gift LPS) is a consultant service to assist individuals and families with their Advance Life Directives. These can be tough conversations to facilitate. We are here to guide families and also provide supportive counseling services.

Gabe: What services do you provide for your clients?

Nakia: We provide advance life planning, mental health counseling and support groups for families.

We educate and guide families through the process of preparing necessary and important directives for sickness, incapacitation, and death. These can be hard conversations, but they are necessary. We are here to help complete these conversations and get them documented. We lose assets, wealth, and too often relationships for failing to complete this essential task.

We provide consultations through seminars, group presentations, speaking engagements, and private sessions.  

Gabe: I’m curious about your career story. What is your background and training in working with families around end-of-life?

Nakia: I graduated from the California State University with a Master’s degree in Social Work & became a Licensed Clinical Social Worker in the state of California.

I’ve spent the past 16+ years working in the hospital in different roles in palliative care, providing services for families around death, dismemberment, disfigurement, and disability. During this time, I have worked with hundreds of families.

Gabe: Oh wow! That is a ton of experience. Have you noticed any common pain points or trends for families that you worked with?

Nakia: Lots of trends. The main trend that I quickly noticed was that people avoid talking about death and planning for it.

This becomes a big issue for families as a loved one is approaching end-of-life because health care professionals and families have no idea what their wishes are if they become incapacitated or who has the power to make medical and financial decisions. I’ve unfortunately seen lots of people not able to get the care they would have wanted, arguments that broke apart families, and guilt that was carried on by surviving family members.

"The top three reasons to put together an end-of-life plan would be making sure a loved ones health care wishes are known to the family in case they become incapacitated; avoiding probate and protecting family wealth being passed down to the next generation; and protecting the family from stress, guilt, and arguments that come when a loved one's wishes are not known."

Gabe: Oh wow! That is a ton of experience. Have you noticed any common pain points or trends for families that you worked with?

Nakia: Lots of trends. The main trend that I quickly noticed was that people avoid talking about death and planning for it.

This becomes a big issue for families as a loved one is approaching end-of-life because health care professionals and families have no idea what their wishes are if they become incapacitated or who has the power to make medical and financial decisions. I’ve unfortunately seen lots of people not able to get the care they would have wanted, arguments that broke apart families, and guilt that was carried on by surviving family members.

Gabe: This is heart wrenching. Is this what inspired you to create The Gift and start helping families plan for end-of-life?

Nakia: Heart wrenching is an understatement. Yes, after watching family after family not have this simple box checked, I created a binder that walked families through completing their Advance Directive, Financial Power of Attorney, and a letter that they could send out to their families to start the conversation. We also found that helping to facilitate family conversations was very important as they can be intimidating and easy to put off.

Gabe: What would you say are the top three reasons to put together an end-of-life plan?

Nakia: There are so many, but I’d say the top three would be making sure a loved ones health care wishes are known to the family in case they become incapacitated. The second would be avoiding probate and protecting family wealth being passed down to the next generation. The third and final would be protecting the family from stress, guilt, and arguments that come when a loved one's wishes are not known.

"When I came across Addio, it was a eureka moment, as it was exactly what I had envisioned and more. Addio streamlines the experience of putting together an end-of-life plan where a family can do this from the convenience of their own home in sometimes less than an hour."

Partnering with Addio

Gabe: This is an incredible service that you offer that so many families need and a good transition to talk about how we started working together. Why did you decide to partner with Addio?

Nakia: I have been envisioning a digital product of our binder for years now, but I am not a software engineer. When I came across Addio, it was a eureka moment, as it was exactly what I had envisioned and more. Addio streamlines the experience of putting together an end-of-life plan where a family can do this from the convenience of their own home in sometimes less than an hour. This is a huge benefit as families are stretched thin on time and can easily put this off.

Gabe: How do you plan on partnering with Addio?

Nakia: We will be offering Addio as part of our service to families. Our team will support families in building out their plans, facilitating conversations with families and supporting them throughout the entire process.

Lightning Round

Gabe: Let’s end with the lightning round. What are some of your personal interests or hobbies?

Nakia: I love going to Jazz concerts and watching football, preferably the Raiders :) 

Gabe: What’s your favorite TV show, past or present?

Nakia: A Thin Line Between Love and Hate.

Gabe: What’s your go-to lunch during the workday? 

Nakia: I love tacos!

The Gift Life Planning Services (The Gift LPS) is a consultant service to assist individuals and families with their Advance Life Directives. Their passion is to educate and guide families through the process of preparing necessary and important directives for sickness, incapacitation, and death.

For families looking for guidance and supportive counseling services, you can contact Nakia and her team by visiting their website.

Gabe Caldwell
Gabe Caldwell

Gabe Caldwell is an entrepreneur, investor, biohacker and co-founder at Addio. He leads Addio’s partnership efforts and makes sure that families have access to the top experts in Addio’s Expert Network. In his free time, you can find him riding bikes, lifting weights, or playing beach volleyball.

Learn more about the Addio team

Schedule a chat with us.

Every customer gets a complimentary call with one of our Family Guides.

More from Addio

The importance of a personal legacy letter in your estate plan
When you think of estate planning, you may immediately think of wills, trusts, and other legal documents that ensure your assets are distributed according to your wishes after you pass away. While these documents are certainly important, there's another aspect of estate planning that is often overlooked: the personal legacy letter.
Read More
The role of life insurance in estate planning
Estate planning is a critical part of ensuring that your assets are distributed according to your wishes after you pass away. Let's explore the role of life insurance in estate planning and why it's an important consideration for anyone who wants to protect their family's financial future.
Read More
What happens to your digital assets after you pass away? A guide to digital estate planning
In this article, we'll explore what digital estate planning is, why it's important, and what steps you can take to ensure that your digital assets are handled properly after you pass away.
Read More

Should you create an online will or use an attorney?

If you're weighing the pros and cons of doing it online versus going through an attorney, let us break it down.

Take the quiz