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If you were unexpectedly incapacitated, would your family know where to find your important documents? Organize your records now, so your family won’t have to. 

Perhaps you have already completed The Conversation Project or the Five Wishes, you’ve appointed your Power of Attorney, and your will is up to date but, if your family and/or friends don’t know where to locate these documents, then their job becomes more difficult

Kate can help you sort through and organize all the necessary documentation to ensure that your family and/or friends can move forward with your final wishes 

By working with you to create a Life Documents Organizer, Kate helps you organize and store key life documents such as wills & trusts, health care directives, investment and retirement plans, marital documents and contact information 

Alleviate the guesswork and stress of locating important documents in case of an emergency or occurrence of a life-changing event, and call Kate today!

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kate will help you get it together — do you have?

  • a Living Will & Trust
  • power of attorney
  • insurance policies
  • health care directives
  • organ donation
  • burial, cremation, funeral
  • or memorial service wishes
  • an obituary 
  • a list of others who depend on you — children, pets or livestock
  • a list of service providers
  • bank & brokerage accounts
  • retirement plans & pensions
  • government benefits
  • credit card numbers & debts
  • loan information
  • a list of secured passwords

do you own?

  • real estate
  • vehicles