Welcome
LifeShift Services
Since 2010
Compassionate Transition Management for
Aging parents
Loss of a loved one
Downsizing
Marriage or divorce
About LIFESHIFT SERVICES
The LifeShift Services Mission
The transition from one stage of life to another can be difficult for all of those involved. If that transition comes suddenly, because of illness or death, managing all of the aspects that change can bring is overwhelming.
For over a decade I have helped dozens of clients successfully navigate various life transitions. Drawing on my knowledge from years in the financial services industry and personal experience downsizing family members, I provide a whole spectrum of services designed to help clients move forward with renewed peace of mind. From consolidating and organizing files and papers to cleaning out a family home, I will be a trusted advocate for you and your family.
Contact me today for a complimentary consultation!
-Alice
Services
Financial and Estate Organizing
- Sort, organize and purge financial documents and papers.
- Streamline and track bill payments.
- Consolidate and align financial accounts with estate plan goals.
- Gather information for tax returns.
- Philanthropy and legacy planning.
The LifeShift Legacy Organizer
Gathers all of your pertinent information in a comprehensive organizer tailored to each individual’s and family's needs.
Your organizer can include:
- Medical and health information and providers.
- Inventory of all financial assets and contacts.
- Copies of legal documents such as wills, trusts and powers of attorney.
- Information for online accounts and assets.
Estate Administration Support
Move Management and Clean-Out Services
- Support navigating the probate process.
- Facilitate gathering of estate assets, life insurance proceeds, closing of accounts.
- Handle distribution of estate assets to beneficiaries.
- Coordinate clean out and distribution of real estate and personal property.
- Certified as a Notary Public.
Move Management and Clean-Out Services
Move Management and Clean-Out Services
- Sort, organize and pack your belongings.
- Systems to divide items among family members.
- Schedule and oversee movers
- Assistance with utility shut offs, address and home services changes.
- Arrange for charity pick-ups or delivery of items for donation.
- Arrange for cleaning services.
Decluttering and Home Organizing
Decluttering and Home Organizing
- Home office clean out and organizing.
- Space planning and decluttering solutions.
- Removal and recycling of unwanted items.
about the founder
I have over ten years of experience in the financial services industry, including at several national brokerage firms. During that time I received my Series 7 and 63 securities licenses, and continuing education credits.
A native of Saint Paul, Minnesota, I graduated from Visitation School and received my BA from Ripon College in Ripon, Wisconsin.
I have served on the boards of local education and religious organizations in marketing, development and fundraising roles. I currently serve on the board of Minnesota Landmarks, the non-profit overseeing the historic Landmark Center in Saint Paul. and as an Election Judge for Ramsey County.
I have presented to several community organizations including the HealthEast Foundation, Shalom Home, the Davis Phinney Foundation and St. John the Evangelist Church. Please reach out if you would like me to speak to your group or organization!
I live in Saint Paul with my husband and two grown children.