Give them—and yourself—the gift of estate organization.
Documenting, detailing and discussing your estate before you absolutely need to is just one piece of the ongoing estate planning process. Combining estate organization with your legal estate plan and the documents that you developed with your attorney or financial advisor will give you and your family essential information to manage your estate.
We help families get organized and be prepared for everyday, emergency and end of life situations. Estate organization is not about documenting your net worth. It is about communicating your life details and wishes to your family network.
To provide a personal, easy experience so families can discuss, document and consolidate their estate details and life information for the benefit of loved ones.
My high level of personal and confidential service will provide peace of mind and a feeling of relief that your affairs are in order. We work together to create an information system that contains all of your life documentation and details in one place as a personal document organizer.
The end result will be a customized Locate the Estate three-ring binder and electronic flash drive that can be updated over time. The binder will be designed and organized specifically for your own personal information. My mission is to accomplish this one family at a time.