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Estate Organizing

Your Estate is more than just your Will

  • What information will my Attorney need to make my Will or Trust?

  • What will my family need if I'm not able to tell them?

  • Where is my Will?

  • How are my bills paid?

  • What is in the storage unit and where are the keys?

  • Who has the password for my phone, computer, online accounts?

  • Can any family members access my Bank Account?

 

Our focus is on guiding you through the necessary paperwork, helping you organize your files, financial records, legal documents, personal information and final wishes.

Estate planning isn't just for the wealthy or those facing health challenges.

It's for everyone, regardless of age or income.

​It's a way to ensure peace of mind and security for both you and your loved ones.

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Work Desk
Work Desk

   Advance Planning​​

  • Assessment to find out what documents and organization you already have

  • Checklist of recommended documents

  • Referrals to attorneys and financial professionals as needed to complete key documents

  • Physical document organization

  • Recommendations for storage

  • Digital Estate organizing

  • Password organization

  • Guide to running house and bill paying information

  • Final Wishes and Funeral Planning

  • 3hrs. $300

  

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