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    • HOME
    • OUR STORY
    • SERVICES
      • After-Loss Support
      • Planning Ahead
      • Declutter/Move Management
      • Property Inventory
      • Legacy Touchpoints
    • Tools & Membership
      • WYNKfile
      • Legacy Lounge
    • BLOG
    • CONTACT
    • Client Login
      • Legacy Lounge Login
      • Legacy Vault™ Login
      • WYNKfile Login
  • HOME
  • OUR STORY
  • SERVICES
    • After-Loss Support
    • Planning Ahead
    • Declutter/Move Management
    • Property Inventory
    • Legacy Touchpoints
  • Tools & Membership
    • WYNKfile
    • Legacy Lounge
  • BLOG
  • CONTACT
  • Client Login
    • Legacy Lounge Login
    • Legacy Vault™ Login
    • WYNKfile Login

estate & legacy organizing

Start with a discovery call

Planning Ahead Without the Overwhelm

Getting your affairs in order can feel like a huge task—but it doesn’t have to be.  Whether you're trying to tackle paper clutter, document your personal wishes, or make sure your family won’t be left scrambling if and when (let's face it, none of us are getting out of here alive!) something happens, I can help. From estate organizing to legacy preservation, we’ll sort through what matters, clear out what doesn’t, and set up a simple, personalized system that works for you—whether that’s a binder, a digital tool, or both.


If you’re also looking to let go of what no longer serves you, by decluttering to create a home that feels easier and more aligned with your future, I can help with that too. Learn more here. 


This isn’t about checking every box or being perfectly prepared.
It’s about lightening your load now and giving your loved ones peace of mind later.

Organizing the Stuff That Matters

Buried in papers? Let’s sort through the mess and build a system for your important information.

Many people put this off because it feels overwhelming—until something happens, and their family is left scrambling to figure it all out. Outdated files, missing documents, no clear roadmap… it’s a recipe for confusion and unnecessary stress during an emergency or after a death.


This is more than decluttering—this is Estate Organizing.


I’ll help you get ahead of it. Together, we’ll sort through the piles, clear out what’s no longer needed, and organize the essentials—things like financial documents, account info, medical details, and personal wishes.


Along the way, we often uncover missing pieces—outdated forms, unclear instructions, or gaps that need follow-up. I’ll help you flag what needs attention and connect you with professionals, if needed, to get the right support in place.

What You'll Walk Away With:

  • A clear, centralized system for your documents and information 
  • Less paper clutter and more peace of mind 
  • A simple setup that works for you—paper, digital, or both 

 

Not sure where to start or what’s missing?
Let’s talk it through on a free Discovery Call. 


Schedule 15-Minute Call

Preserving the STORIES THAT MATTER

Legacy Preservation

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 digital tools to simple pen and paper. 


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. 

additional services to organize your life & legacy

Notary Services

A Tool to Organize Your Important Information

Do You Know What You Own?

As a Virginia-appointed Notary, I offer complimentary on-site Notary services to clients in the Hampton Roads area as part of our work together.

Do You Know What You Own?

A Tool to Organize Your Important Information

Do You Know What You Own?

Personal property inventories are a key part of getting your affairs in order — for both insurance and estate planning purposes. 

Learn more about Inventory Services. 

A Tool to Organize Your Important Information

A Tool to Organize Your Important Information

A Tool to Organize Your Important Information

 Want to take the first steps on your own?WYNKfile™ is my digital library of 35+ fillable forms you can use at your own pace—or as part of our work together. 

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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  • After-Loss Support
  • Planning Ahead
  • Declutter/Move Management
  • WYNKfile
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  • CONTACT

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