Legacy & Estate Organization

  • You might be thinking, what does she mean by “legacy”? Does that mean money? Like a lot of money?

    Not in this context. I’m not a financial advisor, so I won’t be giving you financial advice. I might help you find an estate attorney, a financial planner, or both, if that’s what you need.

    The parts of your legacy that I can help with are the physical and digital items you will leave behind.

    I can help you move from “What do I even need to do?” to “This is how I’ll get it done”.

  • We start with a free, 30-minute consultation. It’s a chance for you to get to know me and for me to hear more about what you’re interested in.

    To set up your free consultation, please fill out the Contact form.

    Once you decide to work with me, we’ll figure out the best ways to stay in touch, whether that’s phone, video calls, text messages, email, or even in person, if you live in or near Portland, Oregon.

  • It depends on your goals and what you’ve already done on your own.

    After our introductory call, I’ll develop a custom proposal that reflects the kinds of help you’re looking for.

    Your proposal will include a flat-fee price. Pricing starts at $500.

Maybe you’ve been through a difficult estate resolution process already.

Maybe you’ve heard about how hard it can be to wrap up someone’s affairs.

Either way, you’re committed to something better. But you don’t know how to start.

I can help you set priorities and get your legacy organized.

A core component of organized legacy is having designated places for all the physical and digital records that your executor will need.

Getting organized now can alleviate confusion and reduce the work for people you care about. Let’s figure out how to do that together.