The Essentials Package
Complete an assessment your current end of life plan.
Provide vetted referral for legal services as needed.
Build a detailed road map of your accounts.
Update beneficiaries.
Walk you through end of life care plans and wishes. Creating a document for you to share.
Provide referrals, including scheduling, for mental health supports as needed.
Outline wishes for how your remains will be handled, including details about a memorial or funeral. This can be as detailed as feels right for you.
Plan for any legacy wishes.
This work would occur over up to three meetings (either in person or virtually, with each meeting being a maximum of 90 minutes).
$700
Guided Deeper
Planning
Help you identify what “cleaning up” both physically in your home and in your relationships you would like to do and prioritize, and make a plan on how to do that.
Facilitate end of life loved ones meeting to ensure that the wishes for end of life care, funeral arrangements and/ or legacy wishes are known. Providing a space and structure to go through the details in a caring and guided conversation.
This includes a one on one meeting to plan for the group facilitated discussion, followed by guided conversation with loved ones. These meetings can either be in person or conducted remotely depending on the needs of the group.
A written copy of the plan will be provided.
$700
Death Management Services
I will meet with you to create a detailed plan of the tasks that are to be completed. This will be tailored for your needs but some examples include:
Closing digital and business accounts
Hiring and managing professionals for house packing, cleaning, or preparing a home for sale.
Providing referrals for grief supports (including researching in network options for your insurance)
Filing with social security,
Manage life insurance policies,
Coordinate with estate attorney regarding probate.
$80/hour | $800 retainer