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    • HOME
    • OUR STORY
    • After-Loss Support
    • Planning Ahead
      • Estate Organizing
      • Downsizing
      • Property Inventory
      • Legacy Touchpoints
    • Tools & Membership
      • Legacy Vault
      • WYNKfile
      • Legacy Lounge
    • BLOG
    • CONTACT
    • Client Login
      • Legacy Lounge Login
      • Legacy Vault™ Login
      • WYNKfile Login
  • HOME
  • OUR STORY
  • After-Loss Support
  • Planning Ahead
    • Estate Organizing
    • Downsizing
    • Property Inventory
    • Legacy Touchpoints
  • Tools & Membership
    • Legacy Vault
    • WYNKfile
    • Legacy Lounge
  • BLOG
  • CONTACT
  • Client Login
    • Legacy Lounge Login
    • Legacy Vault™ Login
    • WYNKfile Login

estate & legacy organizing

Planning Ahead Without the Overwhelm

Buried in papers?  Outdated files?  No clear plan for your wishes? 

It’s a recipe for confusion and unnecessary stress, especially during an emergency or after a death. 


Most people put it off until it’s too late, leaving loved ones scrambling to piece it all together.


That’s where I come in. Together, we’ll sort what matters, clear what doesn’t, and set up a simple, personalized system—whether that’s a binder, a digital tool, or both. Along the way, we’ll uncover any missing pieces, outdated forms, or gaps that need follow-up, and I’ll help you connect with the right professionals to fill them in.


This is more than decluttering. It’s Estate Organizing.  

We’ll bring order to everything that matters — legal documents, financial records, medical information, home and property details, and your personal wishes. Every step is tailored to you, so the end result is a complete, current, and easy-to-access system that works in real life.


When we’re done, you’ll know exactly where everything is, what’s missing, and what’s up to date. Your loved ones will too — without having to dig through file boxes, guess at your wishes, or make stressful decisions in the dark. It’s peace of mind for you now, and clarity for them later.

Ready to Get Started?

  Your first step is a 90-Minute Consult & Strategy Session — where we create your personalized plan and set the process in motion. 

Book Your Strategy Session

Preserving the Stories That Matter

Legacy Preservation

Once the practical details are in order, we can also focus on something just as important — the personal stories and meaning behind what you leave behind.  


Whether it’s labeling heirlooms, writing down the stories behind sentimental items, or documenting your personal wishes and values, I’ll help you capture the legacy you want to leave behind.


We’ll work at your pace to create a thoughtful, meaningful collection of memories and messages using whatever format works best for you,  from simple pen and paper to digital tools like Artifcts®, a platform that helps preserve the stories behind your treasured belongings. 


Some ways I can help:

  • Story gathering through conversations or prompts to help you reflect and remember 
  • Documenting memories using written notes, digital files, or video/audio 
  • Organizing heirlooms and keepsakes with photos, videos, and notes on their significance for future generations


Preserving these stories ensures future generations understand the meaning behind the items they inherit, turning objects into memories instead of just “things". 

supporting tools & services

Complimentary Notary Services

Complimentary Notary Services

Complimentary Notary Services

As a Virginia-appointed Notary Public, I offer on-site notarization for clients in the Hampton Roads area as part of our work together— making it easier to finalize important documents without an extra trip.

Personal Property Inventories

Complimentary Notary Services

Complimentary Notary Services

 Documenting what you own is a key step in Estate Organizing. We’ll create a detailed record for insurance, estate planning, and clarity for you and your loved ones. 

Learn more about inventory services.

Organizing Tools

Complimentary Notary Services

Organizing Tools

 From fillable forms to secure digital solutions like the Legacy Vault™ and WYNKfile™, we’ll choose the setup that makes your information easy to update, store, and share when it matters most. 

DISCLAIMER

 Organized Legacy, LLC is not a law firm, and I’m not an attorney or financial advisor. The information and services on this website are for educational and informational purposes only and aren’t intended as legal, financial, or professional advice. Please consult with qualified professionals about your own situation. Accessing this site doesn’t create any kind of attorney-client or advisor-client relationship. 

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