Services vamosatl_parcgu4x September 5, 2019


The answer to your overwhelm.

Whether you’re facing an unexpected loss or want to prepare your legacy so your family can grieve in peace, we know that when it comes to end-of-life matters, our clients just want someone to tell them what to do. That’s where we come in.

End-of-life and legacy planning are highly personalized services. What works for one family may not work for another. To make sure we’re giving you exactly what you need (and eliminating any further back and forth or overwhelm – we’re here to create space for you!), our packages are custom made based on your unique specifications.

After Loss Consulting:

For those who have recently lost a loved one.

Losing a loved one is never easy – and it’s even harder when you’re trying to navigate what exactly comes next. It can feel like there’s an endless list of to-dos when a loved one passes, and that list can be so consuming that it often doesn’t leave time for you to grieve.

That’s why we offer After Loss Consulting services. Consider us your project manager for all things end-of-life. From completing paperwork to closing accounts, we’ll help take tasks off your plate so you can stop wondering what you’re supposed to be doing and get back to the things that matter.

Legacy Planning:

For those looking to prepare their legacy for their family.

One of the greatest gifts we can give our family is a legacy plan that preserves your story, protects your family and captures the critical details people often forget to pass on. You have the opportunity to fully prepare your family for your passing so that they can celebrate your life in peace!

Our Legacy Planning services use our custom, Legacy Building Formula© to help you create an organized estate system and plan that captures your most important details (like family traditions, estate plans, digital estate organization, etc.) so your family has the space to breathe.

Our Process

Here’s how our process works:

  1. Book a no-obligation, consultation call. This is where we get to know each other and talk through your specific needs. We’ll listen to what’s on your mind, go through your to-do list together, and talk through options on how we can help you and your loved ones navigate this next phase of life.
  2. We’ll send you a custom proposal that outlines next steps. You’ll get a detailed services guide based on our conversation that outlines exactly what we recommend and how we can best help you.
  3. We get to work, and you get to breathe. We’ll get going on tackling that seemingly endless to-do list that comes with end-of-life matters and legacy planning, and we’ll let you know exactly what we need from you and when we need it. Say hello to more space and time!