Do my ducks really need to be in a row?
Give your family clarity by making sure they can find and use the information they'll need when it's time to step in for you.
Give your family clarity by making sure they can find and use the information they'll need when it's time to step in for you.
Do my ducks really need to be in a row?
Give your family clarity by making sure they can find and use the information they'll need when it's time to step in for you.
Give your family clarity by making sure they can find and use the information they'll need when it's time to step in for you.
If you had to step in for someone you love tomorrow, would you know where to start?
If you had to step in for someone you love tomorrow, would you know where to start?
- Would you know where to find their life insurance information?
- Would you know how to contact their employer?
- Would you know how to their phone bill so their service doesn't get shut off?
Now ask yourself: Would your family know those things about you?
Now ask yourself: Would your family know those things about you?
If you had to step in for someone you love tomorrow, would you know where to start?
- Would you know where to find their life insurance information?
- Would you know how to contact their employer?
- Would you know how to pay their phone bill so their service doesn't get shut off?
Now ask yourself: Would your family know those things about you?
Everyone says you should have your ducks in a row...
Everyone says you should have your ducks in a row...
But if you are suddenly not around it can be very challenging for your loved ones to know where the ducks are, let alone which ones are yours, and what order they're supposed to be in.
When something happens, they're left piecing it together without any clear guidance.
Without this, families are often left tracking down information, contacting multiple institutions, and trying to piece together what exists; all while managing everything else that comes with the situation.
And without clear guidance, even well-meaning family members can disagree about what you would have wanted.
That's where the Estate Information Framework comes in.
When something happens, they're left piecing it together without any clear guidance.
Without this, families are often left tracking down information, contacting multiple institutions, and trying to piece together what exists; all while managing everything else that comes with the situation.
And without clear guidance, even well-meaning family members can disagree about what you would have wanted.
That's where the Estate Information Framework comes in.
Everyone says you should have your ducks in a row...
But if you are suddenly not around it can be very challenging for your loved ones to know where the ducks are, let alone which ones are yours, and what order they're supposed to be in.
When something happens, they're left piecing it together without any clear guidance.
Without this, families are often left tracking down information, contacting multiple institutions, and trying to piece together what exists; all while managing everything else that comes with the situation.
And without clear guidance, even well-meaning family members can disagree about what you would have wanted.
That's where the Estate Information Framework comes in.
When something happens, they're left piecing it together without any clear guidance.
Without this, families are often left tracking down information, contacting multiple institutions, and trying to piece together what exists; all while managing everything else that comes with the situation.
And without clear guidance, even well-meaning family members can disagree about what you would have wanted.
That's where the Estate Information Framework comes in.
THE ESTATE INFORMATION FRAMEWORK
THE ESTATE INFORMATION FRAMEWORK
THE ESTATE INFORMATION FRAMEWORK
THE ESTATE INFORMATION FRAMEWORK
Discover - The Estate Information Assessment helps you understand your current situation, what you have and what's missing
In this foundational step, we identify the information, documents, and practical details someone would need if they ever had to step in on your behalf. We explore some key areas such as:
Most people are surprised by the gaps they discover, and relieved to finally know where to start.
- Personal and household information
- Financial accounts and obligations
- Insurance policies and benefits
- Key contacts (professional and personal)
- Digital access and important records
Most people are surprised by the gaps they discover, and relieved to finally know where to start.
Decide - choose the approach that best fits your needs
Based on the complexity of your situation, findings of the assessment, and your available bandwidth of time and attention, you select how you want to proceed.
Do - put your plan into action
Whether that is moving forward completely on your own, selecting the DIY Digital Vault or moving forward to a full Concierge Portfolio Creation, what matters most is moving forward.
Click here to learn more.
Click here to learn more.
Discover - The Estate Information Assessment helps you understand your current situation, what you have and what's missing
In this foundational step, we identify the information, documents, and practical details someone would need if they ever had to step in on your behalf. We explore some key areas such as:
Most people are surprised by the gaps they discover, and relieved to finally know where to start.
- Personal and household information
- Financial accounts and obligations
- Insurance policies and benefits
- Key contacts (professional and personal)
- Digital access and important records
Most people are surprised by the gaps they discover, and relieved to finally know where to start.
Decide - choose the approach that best fits your needs
Based on the complexity of your situation, findings of the assessment, and your available bandwidth of time and attention, you select how you want to proceed.
Do - put your plan into action
Whether that is moving forward completely on your own, selecting the DIY Digital Vault or moving forward to a full Concierge Portfolio Creation, what matters most is moving forward.
Click here to learn more.
Click here to learn more.
arrow_drop_down_circle
Divider Text
Getting organized isn't the same as estate planning
Getting organized isn't the same as estate planning
I help with gathering information and documents, and organizing them so they're readily available. We figure out what you have, what's missing, and what needs attention.
That's my specialty. Your attorney, financial adviser, and other professionals handle the areas that require their expertise. I don't prepare wills or other legal documents or provide legal or financial advice.
That's my specialty. Your attorney, financial adviser, and other professionals handle the areas that require their expertise. I don't prepare wills or other legal documents or provide legal or financial advice.
Getting organized isn't the same as estate planning
I help with gathering information and documents, and organizing them so they're readily available. We figure out what you have, what's missing, and what needs attention.
That's my specialty. Your attorney, financial adviser, and other professionals handle the areas that require their expertise. I don't prepare wills or other legal documents or provide legal or financial advice.
What people love about the process
What people love about the process
"Kim helped me fill in gaps and enhance what I thought was a well organized plan of action for my family, should something happen to me. I was missing some critical pieces! So grateful for her organized and thorough assistance." - K Holmes
"Kim has a true gift for taking something that could easily feel complicated, heavy , or overwhelming and making it all make sense. She doesn't just help you see what is missing, she helps you understand what matters.... I am incredibly grateful for her help, her insight, and the care she brings to this important service." - C. Denbow
This isn't just about getting organized.
It's about making a difficult time a little more manageable for the people around you.
Preparation is a gift.
It's about making a difficult time a little more manageable for the people around you.
Preparation is a gift.
What people love about the process
What people love about the process
"Kim helped me fill in gaps and enhance what I thought was a well organized plan of action for my family, should something happen to me. I was missing some critical pieces! So grateful for her organized and thorough assistance." - K Holmes
"Kim has a true gift for taking something that could easily feel complicated, heavy , or overwhelming and making it all make sense. She doesn't just help you see what is missing, she helps you understand what matters.... I am incredibly grateful for her help, her insight, and the care she brings to this important service." - C. Denbow
This isn't just about getting organized.
It's about making a difficult time a little more manageable for the people around you.
Preparation is a gift.
It's about making a difficult time a little more manageable for the people around you.
Preparation is a gift.