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Our Services

Simplified Support to Get Your Essentials Organized

Your EO Coach offers supportive tools and guidance to help you move forward. You can choose live workshops, a self-paced checklist and guide, and personalized coaching to move forward 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 Tools

  • 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)

Amy can understand a problem and find a solution. She created a comprehensive checklist for all my international and domestic travel needs. When I head to the airport, I know I have everything and can focus on other important topics. She is efficiently organized.

Clare Black

Client, General Manager, Delta Airlines, UK

When my family faced a medical crisis, Amy helped me breathe. I was overwhelmed by daily tasks and couldn’t think beyond the moment. Her calm, thoughtful approach helped me prioritize what mattered, organize key documents, and create a plan. With her support, I felt more in control and at peace, knowing what steps to take next. She guided me through a difficult time with care and clarity.

Kathryn Delk

Client, TX

I witness many families work through difficult life transitions and have always admired Amy’s ability to lead with compassion. Her attention to detail, task management, and empathy is exceptional.

Tina Carlson

Director Resident Services, Proctor Place Senior Living, IL

What Clients & Partners Are Saying

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