Services
Estate Organization & Preparation
Get your documents and details in order—without the overwhelm.
I help you identify, organize, and understand the key documents and information involved in life and legacy planning, from beneficiary designations to asset inventories. We’ll work together to create a clear, comprehensive overview of your affairs, making the entire estate planning process more manageable for you and your loved ones.
Step-by-Step Guidance
Confused by the process? Let’s break it down.
Through personalized consultations, I’ll walk you through each aspect of estate planning and end-of-life preparation—explaining legal terms, financial considerations, and essential decisions in plain language. My goal is to replace uncertainty with clarity, so you feel confident about the steps you’re taking.
Coordination with Legal Professionals
Your legal advocate and interpreter.
Navigating the legal aspects of estate planning can be daunting. I arrange meetings with trusted attorneys and other professionals, serving as your advocate and interpreter to ensure your questions are answered and your interests are fully represented.
Legacy Preservation
Reflect what matters most to you.
Your legacy is more than financial assets—it’s the values, stories, and traditions that define your life. Together, we’ll uncover the legacy you want to leave behind and find meaningful ways to capture and share it. This could include crafting personal letters, documenting family histories, or creating thoughtful guidance for future generations. By preserving these elements, we ensure your identity, values, and stories remain a lasting gift to those you love.
Family Communication Support
Start the conversations that matter.
End-of-life and estate decisions often require delicate discussions. I provide hands-on support to help you navigate these conversations with your family. Whether through preparation, facilitating discussions, or being present during important conversations, I help foster understanding, reduce conflict, and ensure your wishes are clearly communicated and respected.
Decluttering & Memory Curation
Simplify your space, honor your story.
Decluttering can be an emotional process, especially when it involves items tied to cherished memories. I help you thoughtfully sort through your belongings, preserving the stories and sentiments that matter most while creating space for clarity and peace. Together, we’ll ensure the memories live on, even as we let go of the clutter, leaving you with a more meaningful and manageable space.
Workshops & Group Education
Learn in a supportive setting.
For community groups, caregiver organizations, or families, I offer workshops on topics like estate organization, estate and end-of-life planning, and effective communication. These sessions are tailored to your group’s specific needs and provide actionable takeaways.