Trusted Estate Organizer and Empowering Speaker
Personal Approach; Professional Execution
Through my personal experiences I have come to appreciate the power of planning to ease pain during difficult times, and understand the emotions that surround life events. My professional experiences in business bring critical skills to the estate organization process. Together, my personal and professional histories enhance my effectiveness and my relationships with clients.
My 15 years work experience as a professional research consultant required strong organization skills, attention to detail and excellent communication and time management skills. I worked for Ocean Spray Cranberries, Inc., The Gillette Company and Information Resources, Inc. in management business analysis roles.
My key responsibilities involved gathering, summarizing and presenting confidential consumer data to aide in company decision making. I developed information reporting systems that clearly communicated insights and business implications. My clients included Marketing Managers, Department Vice Presidents and Chief Executive Officers. I pride myself on my professionalism and ability to translate sensitive information into an easy to understand format.
I hold a Business Degree from Indiana University with a major in Marketing and a minor in Sociology.
My first-hand experiences organizing my parents’ estates provided insight into the realities of this detail-intensive and emotional task of estate organization. In addition, I have consulted with and learned from experts—estate attorneys, financial advisors, accountants, insurance agents — counseled others on the benefits and nuances of estate documentation and organization. I would be honored to share my experience and expertise with you and your family.
I deliver empowering talks and interactive workshops on the benefits of estate organization and the information needed to be easily accessed by family members. If you want to achieve an “I can do this” feeling in a private, community or professional setting, I am happy to help you.
I am a member of the Estate Planning Council of Cape Cod, the National Association of Estate Planners & Councils, the Cape Cod Community Care Resource Group and the Cape Cod Healthcare Quality of Life Management Task Force. I have been trained by Cape Cod Healthcare to advise on the health care planning documents needed at every stage of life.
I live in Sandwich, MA on beautiful Cape Cod with my husband and three children. Life is a gift, let me help give your family the gift of estate organization.
“This estate organizer is a terrific resource that allows users to thoroughly plan for their incapacity or death. It takes the guesswork out of estate administration at a time which is usually emotionally charged and chaotic for families and loved ones. We will recommend this to our clients without reservation.”
Rob A., Attorney