Financial and Estate Organizing

  • Sort, organize and purge financial documents and papers.
  • Pay bills and set up online accounts as needed. 
  • Consolidate and align financial accounts with estate plan goals.
  • Gather information for tax returns.

My signature LifeShift Legacy Organizer
I gather all of your pertinent information in a comprehensive organizer tailored to each individual’s and families needs. This organizer has been an invaluable resource for my clients and their families. Your organizer can include:

  • Medical and health information and providers.
  • Detailed inventory of all financial assets and contacts.
  • Copies of legal documents such as wills, trusts and power of attorney.
  • Information to access online accounts and assets.

Probate & Personal Representative Support

  • Work with an attorney to expedite the probate process.
  • Facilitate gathering of estate assets, life insurance proceeds, closing of accounts.
  • Handle distribution of estate assets to beneficiaries.
  • Certified as a Notary Public.
  • Coordinate clean out and distribution of real estate and personal property.

Philanthropy & Planned Giving Assistance

  • Create and execute a plan for charitable giving.
  • Work with foundations and charitable organizations to realize you and your families philanthropic goals.

Move Management and Clean-Out Services

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.

  • Sort, organize and pack your belongings.
  • Systems to divide items among family members.
  • Schedule movers
  • Assistance with utility shut offs, address and home services changes.
  • Arrange for charity pick-ups of items for donation.
  • Arrange for cleaning services.