Finally Get Your Affairs in Order.
A guided, done-with-you process to gather, organize, and secure your key information.
If something happened to you tomorrow, would the person handling things know where your accounts are, what bills are on autopay, who to call, where your estate documents are, and what you want done?
Having your estate planning documents in place is important—but your family also needs to know where everything is, who to contact, and what to do next. That’s where I come in. Together, we organize the information, instructions, contacts, and details your loved ones will actually need—and choose the system that works best for you.
Your Estate Organizing Package Includes:
- 3 Private 1-on-1 Sessions: Personal guidance to help you gather, organize, store, and share the information that matters.
- Lifetime Legacy Vault™ Access: A secure digital tool included with your package to store, organize, and share important information. No subscriptions or renewals.
- WYNKfile™ Prep Bundle: Fillable “What You Need to Know” worksheets to help you gather and organize your information.
Organized. Accessible. Ready when it matters.
one-time purchase, lifetime peace
one-time purchase, lifetime peace
one-time purchase, lifetime peace
Your package includes lifetime access to Legacy Vault™, giving you a secure digital place to store and update your information over time.
I believe your legacy shouldn't have a "paywall." Once we build it, you have unlimited access to manage and update your records as your life evolves.
professional support
one-time purchase, lifetime peace
one-time purchase, lifetime peace
You don’t have to figure this out on your own.
Your package includes 3 private 1-on-1 sessions to help you gather what matters, review what you have, spot what’s missing, and get everything organized in a system that works for you.
The goal is simple: everything organized, easy to find, and ready when it’s needed.
meet legacy vault™
one-time purchase, lifetime peace
meet legacy vault™
I'm proud to partner with My Life & Wishes® to bring you Legacy Vault™, a secure digital tool included with your package.
- Authorized Access: Choose who can view or edit your information.
- Account Co-Owners: Invite a spouse or partner to co-manage your Vault.
- Document Storage: Upload and store unlimited records & documents (files up to 40MB).
- Full Control: Update your information anytime, with support just a message away.