PRIVATE CLIENTS
I'D LOVE TO HELp
Today's modern-day estates are not as simple as having a will.
While technology has added complexity (so many accounts, so many passwords) it also provides a wonderful opportunity to get your affairs in order so Your Person — regardless of whether they live around the block or on the other side of the country — can fulfill your wishes with ease and confidence.
HOW I CAN BE OF SERVICE
1-on-1 partnership
Work privately with me so I can identify what makes up your unique estate.
I'll then coach you through how to organize everything for Your Person.
This option starts at $1800 and is dependent on your unique situation.
Don't have the time or energy?
Have me do it all for you!
This option is best if you want to snap your fingers and hire me to get your affairs in order — or a loved one's.
This service starts at $3000 and is dependent on the complexity of the estate.
I LOVE TO WORK WITH
•people who have already worked with their estate attorney and have their appropriate legal documents in place
•individuals who are overwhelmed and don't know where or how to start
•people who are too busy to get their affairs in order
•individuals who would rather hire a professional than figure it out themselves
TOGETHER WE'LL ENSURE EVERY ASPECT OF YOUR LIFE IS COVERED
WHEN WE'RE DONE,
YOU'LL HAVE
an organized estate: and it'll feel sooooo good!
PEACE OF MIND: Your Person will know how to access your estate details and all of your devices
CONFIDENCE: Your Person will have all the information they'll need to easily settle your estate and fulfill your wishes
want a free copy of my ebook?
Learn 5 simple tips to begin organizing your important life details
it even includes links to step-by-step YouTube videos
