PEACE
OF MIND
through Professional Legacy & Digital Organizing Support
Clarity for You, Peace for Them
Life is busy. Passwords, accounts documents and plans get scattered across notebooks, file drawers, hard drives and "I'll remember where I put that" mental notes.
You want to pull it all together ... but the to-do list is endless and, honestly, where would you even start?
That's where I come in.
I make it easy — and yes, even a little fun — to get your important life details in order. Step by step, we'll create a plan so your loved ones aren't left guessing, searching or stressing when the inevitable or the unexpected happens.
How I can help
I offer services that meet you exactly where you are, whether you want to get your personal affairs in order, protect your business, get a handle on your daily finances or strengthen the security around your online accounts.
Legacy & Estate Organizing
Everything your loved ones need, in one place.
From key documents to final wishes, we'll create a clear, accessible roadmap.
Business Continuity & Succession Organizing
Set your successor up for success — without scrambling.
Your hard work deserves a smooth handoff if you can't be at the helm.
Password Organizing
All your logins, secured and at your fingertips.
No more sticky notes or guessing games — your credentials will be secure and easy-to-find.
Why this matters (my story)
I’m Kate — The Digital Wrangler®.
Over the years, I've watched too many friends, colleagues and clients face unnecessary stress because critical information wasn't organized.
I've heard heartbreak in the voices of those locked out of photos or files after losing a loved one.
I’ve seen life-long friends worry a family member had a bank account or insurance policy they still don’t know about, years after their passing.
I’ve witnessed families left wondering if they found everything — even years after losing a loved one.
As a former tech exec, I know the digital side of life inside and out. And as someone who's helped countless people plan ahead, I know how to make the process manageable — and even empowering.
I believe no one should leave their loved ones with uncertainty. That's why I help people like you create clear, complete and easy-to-find plans — so your family can focus on what matters most.
Sharing the message widely
I've traveled thousands of miles speaking with financial planners, professional organizers and business owners about the importance of planning ahead. Along the way, I've been honored to see my work featured in places like The Wall Street Journal, Apartment Therapy and podcasts across the legacy planning, parenting, financial planning and organizing worlds.
What People Say
Kate offers a rare mix of super strong tech skills, patience and support. She helped me [transition to another] password manager and she went above and beyond. It feels great to have a project I was not excited to delve into complete — thanks to Kate!
Suzanne, Maine
Kate has the unique ability to educate, keep you working and on track while also keeping each step manageable. I have recommended her [10-week program] to everyone I love and care about.
Margaret, Virginia
I’m finding and tracking down things that I should’ve known where they were — and I’m feeling so much lighter already!
Pamela, Florida
Your loved ones deserve clarity. You deserve peace of mind.
Let's take the weight off your shoulders. We'll create a plan that makes life easier for you now — and for your family later.
Not ready for a call?
Downloaded My Estate & Life Organizer — a free and simple worksheet to help you track the info that really matters.
Media Mentions
Speaking Highlights
Podcast Appearances
