"When you can't cope with change, you feel overwhelmed, and you look for a simple solution."  

Klaus Schwab

Checklists and Instructions

Investment:  $15.00

two hands trying to connect couple puzzl
Image by Glenn Carstens-Peters
Forest

CRUCIAL INFORMATION
(personal • financial •
estate documents)

Used to keep track of your information, as well as, share with loved ones as needed.​​​​

MONTHLY TO DOS

 

Compile this list for trusted loved ones who will handle your daily / monthly / yearly responsibilities.​​

ESTATE CLOSEOUT

Comprehensive list of items you will want to search for and complete when closing out an estate.​​

Includes:

  • Checklist

  • Instructions

  • Methods for Organizing and Storing

Includes:

  • Monthly To Dos

  • Instructions

  • Examples

Includes:

  • Estate Closeout Checklist

If you are struggling or unsure where to start, check out how you can move forward with accountability, guidance, and support.

I am here for you; we will figure this out together.