Legal Consulting and Coaching:  Client Education and Estate Settlement Consulting

Your clients often need guidance with the non-legal aspects of the end-of-life/estate planning process including completing a thorough inventory of assets, assistance with making choices around elder care, hiring home care providers, organizing documents, completing a legacy will, etc. We can help!  

We offer client education products & services including:

  • Estate Organization: Downsizing, packing/moving, managing estate sales, completing an inventory, etc.
  • Help with Elder Care Choices & Independent Living Resources:
  • Choosing and finding help with running errands, shopping, paying bills, managing medical appointments/prescriptions, etc.

 We offer Individual consulting & coaching services on topics such as:

  • Professional Organizing: Including home/business office organizing, filing and automatic bill paying systems, office space, managing projects, etc.
  • Residential Organizing: Organizing closets, kitchens, garages, storing photographs, collections and historical items, etc.
  • Legacy Planning: Documenting Family History & Values, Creating a DVD, etc.
  • Estate Settlement Agent Services, Estate/Financial Checklists, Last Wishes & Legacy Will
  • End-of-Life Planning: Funeral Planning: Assisting family with Service/Celebration design, Eulogy, Obituary, Reception, etc.
  • Grief Coaching & Support

We offer customized training & consulting programs designed to increase awareness and support while educating others about the importance of end-of-life planning. Clients include law firms, financial advisory teams, real estate organizations, senior centers, nursing homes, assisted living organizations, hospitals, hospice and more.  

Legacy, Business Succession & End-of-Life Planning Educational Products

  • Legacy, Business Succession & End-of-Life Planning Educational Products
  • Live & Recorded Seminar & Teleseminar Packages  (including Audio CDs, Video DVDs & Workbooks)
  • Newsletter My Life, My Legacy Plan

Legacy Educational Services:

Live & Customized In-house Training including: Seminars & Teleseminar Packages (half-day and full-day)

  • Keynote Speaking & Presentations for Law Firms, Executives and Corporate Counsel
  • Onsite & Telephone Legal Consulting & Coaching Services including
    • End-of-Life Planning (Legal, Financial, Last Wishes & Legacy Plan)?
    • Business Succession Planning & Legacy Planning (Documenting Family History & Values, Creating a DVD, etc.)
    • Elder Care Needs Assessment, Choices & Caregiver Support
    • Conflict Mediation Among Heirs
    • Funeral Planning(Eulogy, Obituary, Reception, etc.)
      Estate Settlement Agent Services & Household Inventory
      Grief, Loss & Recovery Support

Please contact us directly if you are interested in private 1-on-1 coaching or training for your organization.