Estate attorneys draft legal documents. Financial planners manage investments and financial strategy. I focus on organization and implementation — helping you gather documents, clarify wishes, identify gaps, and create a system your family can actually follow. When needed, I coordinate alongside your existing professionals so everything works together.

Start with a conversation, not a checklist.

Many adult children know important planning needs to happen but aren't sure how to begin. Rather than focusing on documents right away, start by talking with your parents about their wishes, priorities, and concerns. Ask whether they have a will, trust, advance healthcare directive, or power of attorney, and whether someone knows where those documents are located.

From there, the goal is to gather important information, identify any gaps, and create a simple system so key documents, contacts, accounts, and wishes can be found when they're needed.

This process doesn't have to happen all at once. In fact, small steps are often the most successful. Sometimes having a neutral guide can make these conversations easier and help families move forward together.

Not sure where to begin? That's completely normal. Getting started is often the hardest part, and it's exactly what I help people do.

An executor is the person responsible for carrying out the wishes outlined in a will and managing a person's affairs after they die.

Depending on the estate, an executor may need to locate important documents, notify family members and financial institutions, coordinate with attorneys and accountants, manage property, pay bills and taxes, close accounts, and distribute assets to beneficiaries.

While some estates are relatively straightforward, others can involve months of administrative work and decision-making. That's why good organization during life can make such a difference. When key documents, account information, contacts, and wishes are easy to find, the executor can spend less time searching and more time focusing on what matters.

Many people choose an executor without fully understanding the responsibility they're taking on. A little planning today can make that role much easier for the person who eventually says "yes."

Over a shared meal, I guide a conversation about medical preferences, values, fears, and wishes — creating clarity long before a crisis. These gatherings reduce stress, prevent regret, and strengthen connection. When families talk openly, decisions become clearer, calmer, and more aligned with what truly matters. All this over a delicious dinner and dessert!

I offer a set fee for a one-time review of your plan, hourly services for support and follow-up. It’s $650 for hosting a dinner with your friends and family to talk about death and dying, not including meal and beverages.

Estate attorneys create legal documents such as wills, trusts, powers of attorney, and advance healthcare directives. I don't provide legal advice or draft legal documents.

Instead, I help you get organized around those decisions. Together, we gather important information, identify missing pieces, organize documents, clarify wishes, and create a practical system so the people you love know where to find what they need.

Many of my clients already have some planning in place. They're looking for help turning a collection of documents and good intentions into a clear, organized plan that works in real life.

Think of it this way: an attorney (or financial planner) helps create the plan. I help you put it all together.

So whether you’re:

• A solo ager preparing for the future

• Supporting aging parents or getting your own affairs in order

• Navigating responsibilities after a loss

You don’t have to do it alone.

Collaborative, honest, and straightforward. I’m here to guide the process, bring ideas to the table, sometimes nudge you. It will always be a positive and life affirming conversation.

Reach out through the contact form or schedule a call—we’ll talk through next steps and answer any questions along the way.

Reach me via the contact page or email. I aim to respond promptly—usually within one business day.