Organizing your Affairs
There are only so many things in life we can control. That’s why getting your affairs in order can feel so good. I help you identify what’s important to be organized. I listen to what your priorities are, what plans you have, and what plans you want to make. I help you articulate and document this. Then I help you get it done with practical, hands-on support. When we’re done, you have your affairs in order. And you can enjoy the peace of mind of knowing that you’re well-prepared. The following are some ways you might want to get your affairs in order.
Finances
I help you organize your finances so that you can understand your resources, and can make informed decisions.
Collect and organize financial accounts and documentation
Help you access and safely store online login information
Pay bills and create a plan to pay bills
Assess your need for professional financial advice
Make a long-term financial plan based on the organized information
Legal Matters
We identify matters that may require legal assistance, and find the best legal solution for you.
Gather and organize you legal matters.
Identify the right attorney for you
Collect legal documentation, including, wills, trusts, deeds, liens, debts, power of attorney, and healthcare advanced directives
Accompany you on meetings with attorneys and helping you complete the many tasks that follow
Complicated Family Situations
I listen and seek to understand your family situation. We work together to craft a plan that will work for everyone involved.
Assess family member situations
Meet with family members
Understand everyone’s perspective
Identify shared goals
Create plans to reach goals
Assist family members in reaching those goals
Provide ongoing support
Planning for your Spouse
Planning with your spouse can be complicated. Sometimes it helps to have someone neutral to help you assess your situation and make plans together. I help you make those plans and I help implement them so that everyone benefits.
Listen without judgment, seeking to understand each person’s situation
Identify areas of concern
Create plans for each person involved
Work with you to carry-out the plans
Provide ongoing support
Planning for your Passing
I meet with you to fully understand your situation and document your wishes. I make a plan with you to address all of the people, places, and things that are most important to you.
Identify the people most important to you, and create a plan for how to engage them
Assess your need for professional legal services, and assist you in getting and utilizing those services well
Develop and document plans for your affairs
Understand the beliefs you hold and what you most want to pass on. Assist you in making a plan to do this with sensitivity to your situation
Serve as executor or alternate executor
Serve as trustee or successor trustee
Planning for your Estate
This is my most popular and comprehensive planning package. I meet with you to learn all about your life, your estate, and what you’d like done. This package can include all of the above, and anything more you may need.
Planning for Aging
I help you assess your life situation, learn about your goals, and help you identify the options that make the most sense.
Activities of Daily Living Assessment
Aging in Place Property Assessment
Financial analysis of your living options
Create a personalized Plan for Aging in Place
Select contractors to perform upgrades
Property management for hard to perform maintenance
Regular check-ins to update your personalized Plan for Aging in Place
Ongoing Support
When I support a client, we form a relationship and a rapport that we can draw upon for ongoing support needs. As things change, I work with you to keep your plans up to date, and help you over any hurdles that may arise.
