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My Mission

To help clients manage their personal & family member's long-term planning objectives by providing personal, professional, discreet information, references and consultation based around their best interests. I take the stress and overwhelm out of managing big life planning decisions. 

Legal Documents & Paperwork Services 

Understanding everything that goes into preparing your final wishes and directives can be a lengthy and difficult process. Just trying to comprehend the legal jargon alone can give you a headache! While I am not a legal counselor, I can help you get everything organized, and understand which documents are best for your family and unique situation. I can navigate you through funeral planning, estate planning, and different types of wills. I believe that educating my clients on their legal document preparation is key to making sure your final wishes and directives are set-in-stone and will stand up in a court of law.  I have a vast network of professional legal support that I can refer you to as well. All business I work with are BBB accredited and primarily women owned and operated. 

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When you are discussing your final wishes and directives with your family, it's important to spend some time reflecting on what YOU would want.  This is YOUR life, and you have control over what happens to your person and your estate. Setting up these expectations ahead of time with your close family members can save you so much heartache down the line. This also helps your family members execute your wishes, avoiding unnecessary legal actions or complications.  Wouldn't you rather your loved ones grieve and reflect on happy memories, instead of dealing with legal complications. 

Happy Elderly Couple.
Caregiver

In Home Care & Placement Services

When thinking about your unique living situation, I'm a firm believer that one size doesn't fit all. I will help review all the facts with your family, from health issues, to budget and timelines to determine the best living and placement options to fit your unique needs and lifestyles. Oftentimes older individuals stay in their homes for far too long, and then when a health crisis arises, the day-to-day management of the house becomes too much. Sometimes making the move to an active lifestyle community can be a great transition onto the road to assisted living, etc. 

 

Understanding the ins-and-outs of nursing homes can be overwhelming and time consuming. Did you know most places even have a waiting list for applications?  I can help you navigate between senior communities, independent & assisted living, nursing homes, hospice care and in-home care services. I can set up tours, help with paperwork, etc. and even offer referrals for when it's finally time to sell the family house. 

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Remember that when your loved ones pass or relocate you also having to manage their things, and most individuals have a lifetime's worth of items in their homes. Did you know there are 300,000 items in the average American household? When it comes to downsizing for a move, or processing your loved ones belongings after passing, that alone is overwhelming. What to keep, what to pass to the grandkids, what to donate? What if I told you there's an easy way to manage this while you're still alive. I am here to assist you and your family with every need along the path to relocation.

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