LifeShift Services, LLC
Alice Lightner Johnson
Financial and Estate Organizing
Inundated by statements and bills that you don't understand? Weighed down trying to keep all of your financial and legal documents organized? Do you need to get your important papers put together so your loved ones can find them? With my many years in the financial services industry I provide one on one assistance from someone you can trust.
Setting up bill paying and filing systems to keep things organized.
How to read your statements, understanding various financial instruments and estate planning techniques.
What to keep, what to throw.
Assistance with name changes on accounts and other assets.
The LifeShift Organizer
Gathering all of your important information in one organized binder.
Move Management and Clean-Out Services
I know from personal experience that preparing for a move or estate sale can be a physically and emotionally exhausting process. Combined with the pain of losing a parent or loved one, it can be overwhelming. I provide personalized and compassionate assistance with any move, estate or downsizing project.
After an initial meeting you will receive a comprehensive action plan and timeline for your project. I will work with all involved family members and provide ongoing communication to insure a smooth process. I can customize my services to meet the needs of your family and situation.
Contact me today for your complimentary consultation!
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(651) 307-8513 firstname.lastname@example.org