Available Services

Estate Preparedness

Coordiniation

Organizing the details of your life so your loved ones aren't left searching. 

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This service is for individuals or families who want to get everything "in one place."

Together, we gather and organize: 

• Key contacts (family, advisors, attorneys, caregivers)

• Financial accounts & access instructions

• Insurance information

• Digital assets and passwords (securely documented)

• Medical preferences & personal wishes

• Funeral preferences

• Documents & where they're stored

• Personal notes or legacy messages (optional)

You walk away with a clear, accessible packet that you can share with your chosen professionals and loved ones. 

Clarity now=peace later. 

Optional Add-Ons

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• Digital organization support

• Secure document digitizing

• Legacy letter or "ethical will" guidance

• Personal history prompts

• Annual updates & checkups

• Professional introductions (attorney, financial advisor, CPA, funeral director, etc.)

Family Communication

& Transition Support

Helping your family or chosen people understand what matters - before it's too late. 

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Many families don't know what questions to ask until it's too late. This service creates a bridge between you and the people who will one day need to carry out your wishes. 

This may include: 

• Guided sessions to explain your wishes

• A "family handoff" packet

• Talking points for difficult conversations

• Coordination with your attorney, accountant, financial advisor, or other key professionals

• A clear path outlining "who to call first" and "what to do next"

It's not legal or financial advice--it's human support, clarity, and structured communication. 

Clear Boundaries, Always

Afterword provides non-legal, non-financial organizational support. 

I do not give legal advice, financial advice, or tax advice. 

I work alongside your chosen professionals to make the process smoother and more human. 

Executor & Post-Loss Support (Non-Legal)

Compassionate structure for the people handling your affairs.

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When someone passes, their executor or family is often overwhelmed. I provide logistical clarity and organizational help, such as: 

• Understanding what documents will be needed

• Outlining tasks and timelines (in plain language)

• Creating priority lists (what must be done now vs. what can wait)

• Organizing mail, accounts, subscriptions, and important information

• Coordinating with attorneys, accountants, funeral homes, and advisors

• Helping gather information for your licensed professionals

I don't replace an attorney or financial advisor--I help make their work smoother and reduce decision-fatigue for the family. 

Not Sure Where to Start?