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1. Sort & File Important Documents

• Go through paperwork to locate and organize essential documents

• Create a system for storing them safely and accessibly

• Shred or dispose of unnecessary or outdated items

• Set up labeled folders and binders (physical and/or digital)

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2. Checklist of Recommended Estate Planning Documents

• Review what you already have in place. Provide a personalized checklist of recommended documents:

  • Will or Trust
    Durable Power of Attorney

  • Healthcare Directive / Living Will
    HIPAA Authorization

  • Final Disposition Instructions
    Guardianship Designations (if applicable)

  • Beneficiary Designations (for life insurance, IRAs, etc.)
     

3. Attorney Referrals (If Needed)

• Help you understand when an attorney is needed

• Provide referrals to trusted estate planning attorneys

• Offer support to prepare for your appointment with them (you’ll walk in confident and organized)
   

4. Digital Estate Planning

• Help you list and plan for your digital assets (email, social media, financial accounts, etc.)

• Identify what should be included in your estate plan regarding online accounts

• Discuss secure storage and access methods for digital information
   

5. Password & Account Organization

• Work with you to create a master list of important accounts and logins

• Explore secure password management options (digital or hard copy)

• Help you designate a digital executor, if appropriate
   

6. Final Wishes & End-of-Life Preferences

• Document your funeral or memorial service preferences

• Record burial, cremation, or donation wishes

• Help draft a letter of instruction or legacy message for loved ones
   

7. One-on-One, Compassionate Support

• I come to your home and work at your pace

• Sessions are confidential, judgment-free, and supportive

• 3hrs $275