Life & Legacy Planning Session

Thank you for scheduling your Life & Legacy Planning Session. I know thinking about death and incapacity isn’t easy, but it doesn’t have to be scary. My role is to make this process simple, comfortable, and supportive. You won’t be going through this alone — I’ll walk with you every step of the way.

This isn’t just about documents. It’s about making sure your wishes are honored and your grown children won’t be left with stress, confusion, or costly legal battles. Together, we’ll create clarity and peace of mind so your loved ones know exactly what to do when the time comes.

Here is the link for you to complete your Intake Questionnaire. It should take about 30 minutes. Don’t worry if you don’t have all of the details, statements or documents — we’ll go over everything together in your session.