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Helping you organize your essential estate information so your loved ones have what they need, when it matters most.

This support helps you move forward, step by step, at your pace.

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Start Where You Are...

Each option offers a different level of support

Estate Organization Live Workshops

  • Join a structured, informative session to confidently begin organizing your estate essentials.​​​

Includes

  • Your Estate Organization Checklist

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Estate Organization
Your EO Coach Products

  • Clearly compile, organize, and document your personal, financial, and legal essentials—step by step. ​​​​

Options

  • Your Estate Organization Checklist

  • Your Estate Organization Guide

Sold Individually or Bundled

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Personalized Coaching Sessions

  • Receive tailored guidance,  support, and accountability as you complete your estate essentials.

  • Structured to match your pace and goals.​​

Includes

  • Your Estate Organization Checklist

  • Your Estate Organization Guide

  • Your EO Annual Review  (bonus)

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Your EO Coach Approach

Not sure where to begin?​

This clear and supportive framework helps you move forward with clarity and structure.​

COMPILE

WHAT YOU HAVE

Key documents, accounts,
and personal details.

ORGANIZE

WHERE IT IS

By category,
person, or topic.

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DOCUMENT

WHAT TO DO

Instructions, access, and
legacy information.

Want to start on your own?

Try Your EO Coach Products

Why Professionals Trust Amy

As a licensed fiduciary, I’ve seen how overwhelming it is when families face a crisis without organized information. Your EO Coach offers a focused, practical approach that helps reduce that stress and guides people through the essentials they’ll need. 

Roger Coventry, Licensed Fiduciary, Coventry, Vernon, & Roberts, LLC, AZ

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