SERVICES
Estate Organizing
Let’s plan to die
We organize the details of your life so your loved ones aren’t left searching for answers during an already difficult time.
Accounts. Passwords. Insurance. Important documents. Personal wishes. Everyday details that a Will, alone, doesn’t capture.
Estate organization helps you gather, document, and organize everything that matters in one place, creating a clear roadmap your family can rely on when you’re gone.
Making a plan is the best gift you can give your family.
PREPARING YOUR LEGACY
I know how hard it can be.
Most people aren’t prepared and that’s exactly why I’m here.
Years ago, after losing three loved ones in a short period of time, I experienced the overwhelm of managing someone else’s affairs without clear guidance. The paperwork, the unanswered questions, and the uncertainty left behind was rough. Today, I help clients organize that information, so their families don’t have the stress and heartache of figuring it out themselves
Together, we’ll make sure your wishes and essential information are easy for your loved ones to find. We’ll use my comprehensive digital tool, Life:Organized™, which acts as a trusted resource for your family later, whether you’re facing an emergency or are no longer here to guide them. When the time comes, your family will have what they need. No guesswork. No extra heartache.
My goal is to make this big, emotional task feel manageable (and maybe even a little empowering). Planning ahead gives you peace of mind, ensures your wishes are known, and leaves behind a legacy your loved ones will truly appreciate.
Investment & Packages
Virtual Planning Services
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Perfect for:
Clients outside Richmond, VA, looking to organize their estate.
Includes:
Weekly or bi-weekly virtual calls
Same personalized help to build your end of life planning workbook
Includes a Lasting Legacy checklist for your survivors
Estimated 4–6 hours for larger estates
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$129/hr - 2-hour minimum
Comprehensive In-Person Planning
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Perfect for:
In-person sessions (Richmond, VA & nearby, looking to organize their estate.
Includes:
Fully guided legacy planning support
Personalized end of life workbook created together
Includes a Lasting Legacy checklist for your survivors
Estimated 4–6 hours for larger estates
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$149/hr - 2-hour minimum
Independent Digital Workbook
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Perfect for:
Self-starters comfortable with detail
You’ll be tasked with:
Completing your legacy plan independently, via digital download, ready to fill in at your own pace
Includes a Lasting Legacy checklist for your survivors
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$199
*You’ll receive annual reminders to keep your information updated
THE TRANSFORMATION
Planning to die is a tall order, and I'm here to make it manageable.
You can expect:
Direction
An organized approach to your legacy
Eliminating the guesswork for your family
Comfort knowing your loved ones won't have to scramble when dealing with your estate
Feeling a little more ready to die than you were a month ago
Who has your passwords?
Where is your insurance policy?
Who gets your pet?
Let’s take the guesswork out of your estate.
Client Results
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“Mary is absolutely amazing!
We’ve used her for multiple projects and each time are amazed at her creativity. She’s extremely professional and easy to work with! We will be using her again in the future!”
– Laura
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“Prompt, efficient!
Knows how to get the job done quickly and beautifully!💪✨”
– Fran
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“Mary’s presentation to my older adult group was stellar!
She was so informative and answered lots of their questions. Many signed up to receive her services. We really learned a lot, and it certainly motivated me to start getting my life in order! She also donated her time to organize our Food Pantry this year. We really appreciate her help!”
– JCC
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“Many thanks for all your wonderful help!!
I know I'll be calling you again!!”
– Corinne