Yes. I provide practical coordination and administrative support for estate settlement and transition-related needs. Services may include conducting household inventories, coordinating real estate appraisals and property listings, arranging appraisal of personal items, overseeing donation or removal services, meeting vendors or service providers, and helping manage follow-up tasks during the settlement process.

I work alongside attorneys, fiduciaries, trustees, and families to help keep projects organized, moving forward, and less overwhelming.

Yes. I can accompany clients to medical, or professional appointments to provide support, take comprehensive notes, assist with scheduling, and help ensure follow-up items are understood and organized. I can also facilitate family members who are not available to join virtually. 

I can help with move planning, relocation support, downsizing, organizing, packing coordination, unpacking, and helping a new space feel settled and functional.

Services may include scheduling, research, document preparation, organization, forms assistance, correspondence support, mobile notary services, and general executive-style assistance.

Referrals are built on trust, and I understand that your reputation is attached to every recommendation you make. With more than 25 years of experience managing sensitive information, complex projects, and high-level professional relationships, I understand the importance of discretion, reliability, and clear communication.

When working alongside attorneys, fiduciaries, trustees, and executors, I serve as a practical extension of the professional team—helping clients navigate the logistical and administrative tasks that often accompany life transitions and estate settlement. My goal is to provide compassionate, dependable support while keeping professionals informed, respecting boundaries, and always acting in the client's best interest.

No. I understand the importance of staying within my scope of practice and respecting the roles of licensed professionals. I do not provide legal advice, financial advice, medical care, or mental health services.

My role is to provide practical, administrative, and logistical support that complements the work of attorneys, fiduciaries, financial professionals, healthcare providers, and families. I help coordinate information, manage tasks, facilitate communication, schedule appointments, oversee projects, and assist with follow-through—allowing professionals to focus on their areas of expertise.

When specialized guidance is needed, I encourage clients to consult the appropriate professional and can often connect them with trusted resources from my network.