Getting Your Affairs in Order

Getting your affairs in order is an essential task for everyone, ensuring peace of mind for yourself and your loved ones. This process involves gathering and organizing important documents such as wills, trusts, insurance policies, and financial accounts. It also includes making decisions about healthcare directives and end-of-life preferences.

 

Taking the time to compile this information and communicate your wishes with family members can alleviate stress during difficult times and ensure that your legacy is managed according to your desires. Whether it's creating a comprehensive estate plan or simply updating existing documents, getting your affairs in order is a responsible and caring step towards securing your future and the well-being of those you care about.

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Assisting someone in getting their affairs in order is a meaningful and supportive endeavor.

It starts by having open and honest conversations to understand your wishes and priorities.

I offer guidance on gathering and organizing important documents such as wills, insurance policies, and financial accounts and help you create or update legal documents like wills, trusts, and power of attorney forms, ensuring they accurately reflect your intentions.  Some legal documents will require the advice of an attorney or accountant.

 

I offer support in compiling a list of passwords, contacts, and instructions for digital accounts and subscriptions. Additionally, I can guide you to communicate, in writing, your healthcare preferences and end-of-life wishes with your loved ones.

 

Providing emotional support and practical assistance throughout this process can greatly alleviate stress and ensure that your affairs are managed according to your wishes, offering you peace of mind and security for the future.

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Home Organizing

Getting Your Affairs In Order

Advance Healthcare Directives

POLST Form

Paperwork, Documents, Trust, Will

End of Life Preferences

Checklists

Legacy Projects

and more!