Life Planning & Legacy
Life Planning Sessions
A guided, unhurried engagement — typically 2 to 5 hours — to have the conversations, make the decisions, and organize the information your loved ones may someday need.
What we do together
We sit down — at your kitchen table, mine, or by video — and walk through what your family would need to know: your wishes, your people, your accounts and paperwork, your preferences for care and remembrance. You make the decisions. I bring the structure, the questions, and the calm.
- Guided conversations about your wishes and priorities
- Organizing the information your family would need in one place
- Understanding common planning documents and preparing your questions for an attorney
- A clear, written record your loved ones can find and follow
I can walk you through what common planning documents are designed to address so you're prepared to talk with an attorney. I don't draft legal forms or give legal advice. If appropriate, I may refer you to LegalShield, a legal services membership. I may receive a commission for that referral.
Who it's for
Adults who want to prepare proactively — individuals, couples, adult children helping aging parents, caregivers, and small-business owners. You don't need to be facing a crisis to begin; in fact, the best time is before one.
Ready when you are.
Start with a free 15-minute conversation — no pressure, no obligations.
Confidential · No obligation · You set the pace