Helping you through the administrative tasks that pile up after losing a loved one
Before a Loss
Create an inventory of assets and liabilities
Document bills and income
List critical contacts
Provide a starting point for your family
After a Loss
Find unknown assets and liabilities
Receive budgeting and cash flow help
Get referrals to needed professionals
Reduce the stress on your family
What We Offer
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1 on 1 Coaching
Ask personalized questions, and get answers to help build your own unique estate map.
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Building Your Estate Map Video Course
This 12 module course gives a deep dive into each area of the Estate Map. Plus, learn about options for storing, sharing, and maintaining your information.
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Real Life Stories
Read about actual scenarios and understand why planning in advance is critical