Meet Chantel Mullen and Earlene McKee of McKee and Mullen (My Legacy Planning Portfolio)

Today we’d like to introduce you to Chantel Mullen and Earlene McKee.

Chantel’s story began in Arkansas where she graduated from the University of Arkansas at Little Rock School of Law with a Juris Doctorate. Chantel is an attorney with over 20 years of experience in juvenile, probate, education, non-profit, and family law. Earlene’s story began in Georgia. She graduated from Clayton State University with a Bachelor of Science Degree in Administrative Management.

Earlene is a tax specialist with expertise in small business accounting and personalized tax preparation services whose ultimate goal is to service her client as a whole person which involves understanding their life positions to determine their tax and financial needs and then develop a realistic, attainable plan to meet those needs Chantel was looking for someone to lead a financial literacy workshop for a sorority event. She searched online and found an event Earlene was hosting. Chantel was unable to attend the event but reached out to Earlene for lunch. After swapping stories, they became fast friends. Their friendship grew into a business partnership. Soon they began offering a series of financial literacy community workshops and seminars.

Chantel and Earlene realized they had similar experiences surrounding the death of a family member after having some conversations about loss. They both experienced feeling overwhelmed as they were dropped in the middle of chaos to deal with the death of a loved one. They combined their ideas and mutual experiences to create “My Legacy Planning Portfolio” to guide people through the end of life planning process.

Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
Earlene and Chantel created “My Legacy Planning Portfolio” and McKee and Mullen to address the challenges and overcome the obstacles families face. Families are often unprepared when a loved one passes. The purpose of their workbook is to help people leave a legacy––instead of a mess. Drawing on personal experiences ranging from a family fight at a funeral to property left to multiple people, and from boxes and boxes and boxes and boxes of personal documents to a death in the middle of a divorce. All of it was a mess. And each could have been avoided!

“My Legacy Planning Portfolio” helps document key information and organize the information family members will need to know when the person dies. It covers many end of life matters including funeral arrangements, assets, finances, and more…

Please tell us about McKee and Mullen (My Legacy Planning Portfolio).
McKee and Mullen is a company that Chantel and Earlene formed specifically for this venture. They are both professionals and we have other business ventures. Chantel is an attorney with over 20 years of experience in juvenile, probate, education, non-profit and family law. Earlene is a tax specialist with expertise in small business accounting and personalized tax preparation services whose ultimate goal is to service her client as a whole person which involves understanding their life positions to determine their tax and financial needs and then develop a realistic, attainable plan to meet those needs.

We are passionate about teaching people how to sort through financial and asset management challenges so that a person’s family and friends do not face unnecessary hurdles in managing an estate. Particularly, this becomes more and more important as more of our personal assets are managed in a digital manner, it becomes critically important to ensure that we leave the keys and passwords to our digital assets available to those who may have manage our estate assets. So much of our lives are managed on our phones and social media is so widely-used, these present novel challenges for winding down someone’s affairs at the time of their death.

Pricing:

• My Legacy Planning Portfolio is available on Amazon for $20.00, Bulk rate pricing is available upon request.

Contact Info:

• Phone: 4045948755
• Email: mylegacyplanningportfolio@gmail.com
• Facebook: https://www.facebook.com/mylegacyplanning/

Image Credit:
Earlene McKee, Chantel Mullen and Courtney Jones

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