
ORGANIZE YOUR IMPORTANT LIFE DETAILS IN 10 WEEKS
A step-by-step small group program to finally wrangle your modern life — with a trusted system and expert guidance.
“Kate makes a hard topic approachable and doable — each session was so thoughtfully created."
— Kassie, daughter, wife, caregiver and planner
What if your life wasn’t a giant question mark?
This 10-week group experience helps you take control of the details, passwords, accounts, paperwork and personal wishes that your future self — and your loved ones — will need most.
Whether you’ve already tackled legal documents or you’re halfway through your “someday” list, this program gives you structure, community and professional guidance to get it done.
You don't have to figure it out alone. You just need a clear, trusted system — and a guide who knows the way.
“I'm only halfway through [the program] and I'm already asking how I can gift this to my adult kid and their spouse!"
— Trish, wife, daughter and grandmother
Why I created this program
I've worked with clients one-on-one for years and saw how helpful it was to have a clear path, helpful templates and a little accountability.
And I also knew not everyone could afford private coaching.
That's why I built this program — to share the same proven system I use with my 1:1 clients and to offer guidance in a small group, intimate setting where people can learn, ask questions and actually make progress.
Because when it comes to organizing your life's most important details you need more than good intentions.
You need a reliable framework — and someone to walk you through it.
“You'll sleep better night after night. I've recommended Kate's program to everyone I love and care about."
— Margaret, wife, daughter and mother
What's included
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10 weekly Zoom sessions (1 hour each)
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Easy-to-follow worksheets for each topic
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My signature spreadsheet to capture all the details
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Session recordings so you can review or catch up
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Bonus tools for emergency planning and legacy access
“I thought I was on the right track but Kate's program showed me just how much I had overlooked."
— Julie, military wife and daughter
What you'll accomplish week by week
Week
1
2
3
4
5
6
7
8
9
10
Focus Area
Devices
Legal
Medical
Finances
Home
Physical Property
Digital Property
Everyday Bills
Email & Social
Legacy
Outcome
How to access your devices
Organize key documents
Wrangle medical information
Inventory your financial assets
Capture all your home info
Document your valuable property
Wrangle your digital property
List all your bills
Identify digital assets
Leave behind clarity, not questions
Each week builds on the last, using a step-by-step system that works for real life — whether you're tech savvy or not.
“This program is vital to everyone living in the digital age. Even a relative Luddite like me has a digital footprint which you have helped me understand far more than I had and, more importantly, organize it in a logical and understandable fashion.
— Rob, husband, dad and granddad
Who this program is for (and not for)
✅ You already have your legal docs in place — and know there is more to do!
✅ You like the idea of structure, community and coaching
✅ You want your loved ones to have clarity — not chaos
⛔️ You're looking for legal advice (I'm not an attorney)
⛔️ You're not yet ready to invest a little time each week
⛔️ You're hoping for a magic wand
The real gift: Peace of Mind ✨
“Having my life information organized means my loved ones will have a LOT less guilt than I did when my parent passed away. My loved ones will know exactly what I want, what I have and what my preferences are."
— M.W., wife and daughter
“I thought I was already on top of things after getting married — Kate's program helped me find gaps I hadn't even considered."
— Dodi
Upcoming cohorts
Start dates for the initial round of 2026 cohorts are:
“I didn't just get organized — I finally feel ready for anything!"
— anonymous client
Popular questions about the program
Frequently asked questions
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A final note from Kate
If you're feeling overwhelmed by the details of your modern-day life, you're not alone.
Most of us were never taught how to organize this kind of information — or what would happen if we didn't.
That's why I created this program.
To give you a system that actually works.
And to be your guide through a process that feels hard to start — but is deeply worth finishing.
We go step by step. We take the overwhelm out of it.
And most importantly, we make sure your loved ones will have what they need — when it matters most.
Ready to join us?
