Organize your estate:
Would your family know what to do in times of crises such as a natural disaster, incapacity or a death? Do they have any idea where you keep your important papers or who your advisors are? Many adult children would not be able to locate their parents’ critical financial documents, nor would they know how to begin or who to contact. Yet there is a direct correlation between how well a family is prepared for a crisis and how well they endure and recover.

Achieve piece of mind, knowing you’ve given your loved ones the gift of a well-documented road map of your wishes.
My specialty is assisting clients prepare and consolidate the over 100 essential pieces of information estate executors will need.

Estate Executors and Trustees:
Settling an estate can be a lengthy, sometimes arduous, sometimes tedious, often emotionally complex process. I will lead you through the maze by assisting you in identifying, prioritizing and accomplishing the multitude of necessary tasks.