Consolidation of all relevant materials pertaining to medical, financial, legal, insurance, digital accounts & household information. This includes suggestions for documentation you may need and resources for how to obtain them. The level of detail will be negotiated with each individual client as some may not choose to share and consolidate account information and passwords, etc., though others may prefer this.

Full accounting of possession disposition (in addition to items assigned in the will, what should be done with your family photo albums, baby teeth, sock drawer, Facebook account, that lamp, tool bench, car, pets, books, plates, silverware) and referrals to organizing companies, junk removal companies, tax-credit donation organizations and estate sales companies.

Let’s document your journey so far. Do you have stories to tell? Wisdom to disperse? There are many ways to do this, including a My Life Story notebook, My Modern Tribute where you work with professional writers, a subscription to Storyworth where you will receive regular questions to consider in email form, a recorded voice or video interview, a narrative book with photos, and more.

What do you want to leave behind? With options ranging from letters to family and friends, donation of a park bench, consolidation of your recipes into a book, donation of acreage to National Trust, a digitized photo album and more – the possibilities are endless.

I can help you deal with the difficult emotions that may arise at this point in your life. As a long-time facilitator of Compassionate Integrity Training and a trained End-of-Life Doula, I am well equipped to handle the uncomfortable emotions that may surface during this process, and I have skills and practices designed to work through these specific issues.

Let’s document your ideal setting for your final days and hours so that these preferences can be implemented, as much as possible. We can also cite who should be notified that the time is near, and who should be notified afterward, and the best way to contact these people.

We can organize your Celebration of Life from cremation, burial, casket, plot, service, transportation, pre-payment, obituary writing, eulogy, music choices & performers, speakers, decorations, repass and more. We will also include documentation of where the obituary should be posted; ie., newspaper, Facebook, etc., and if announcements should be made at a church, club, etc.

We can sketch out various possible scenarios based on current diagnoses and make suggestions and referrals for highly regarded organizations. We will also research the payment options for these needs (ie., in-home health care, assisted living, skilled nursing care, etc.) and what is covered under your policies and healthcare program, and what would be paid out of pocket.