Plan To End Well
A Heart-Centered Compliment
to Estate Planning
What we leave behind is more than material, It's our voice, values and love.
I created Plan to End Well to hold space for what isn’t written into wills or trusts: the stories, the gratitude, the goodbyes.
Through two guided, heart-centered experiences—Legacy Letter Sessions and Love & Intention: A Guide to Final Wishes—I help individuals and families capture what matters most.
These are not legal or financial documents, but meaningful complements to traditional estate planning. They invite reflection, spark connection, and support open, courageous conversations about legacy, care, and personal wishes—before it's too late.
Whether you're preparing for the future or navigating the present, these offerings provide space to say what needs to be said, share your story, and ensure your intentions are truly understood.
What is Offered:
Legacy Letter Sessions –
A guided process to capture your love, wisdom, and life lessons in a heartfelt letter.
Final Wishes Planning –
A structured yet personal approach to communicating your end-of-life wishes, from memorial preferences to meaningful rituals.
Community Conversations –
Safe spaces to explore, discuss, and normalize conversations around death and dying.
Educational Resources & Workshops –
Practical guidance to help you navigate the emotional and logistical aspects of end-of-life planning.
How to Start:
For Individuals and Families:
You don’t need to have all the answers.
You just need a place to begin.
If you've ever thought:
“I want my loved ones to know what matters to me.”
“I don’t want to leave a mess behind.”
“I just don’t know where to start.”
You're not alone—and you're in the right place.
Here’s a simple way to begin:
✔️ Start With a Conversation
We’ll talk about what’s on your heart—not just your to-do list. No legal talk, no pressure. Just a thoughtful space to begin sorting through what matters most to you.
✔️ Explore the Offerings
Choose between a Legacy Letter Session or the Final Wishes Guide—or do both. Each offering is designed to help you express your values, your care, and your voice—clearly and lovingly.
✔️ Go at Your Own Pace
This isn’t about rushing to check boxes. It’s about creating something meaningful, one conversation at a time.
➡️ Ready to begin? Let’s talk.
You don’t have to do this alone.
For Professionals (Estate Attorneys, Financial Advisors, HR Managers):
If you're an estate attorney, financial advisor, elder care provider, HR Advisor or community leader—you already help people plan wisely. What if you could also help them plan meaningfully?
Here’s how we can begin:
✔️ Get Curious
Not sure how this fits into your work? Let’s have a short, no-pressure conversation. I’ll show you how these resources can complement what you already offer—without adding complexity.
✔️ Experience It for Yourself
You do the work. You’ll see firsthand how it opens the door to conversations your clients didn’t know they needed—but deeply value once they begin.
✔️ Offer An Experience
Whether you choose to include as an added value, host a client workshop, or refer individuals directly, these offerings strengthen relationships and add lasting emotional value to your services.
➡️ Curious? Let’s connect.
No cost. No obligation. Just a meaningful conversation about what’s possible when we help people plan with both mind and heart.
Why I do this work:
When my dad passed in 2022, I thought he had covered everything—he had a will, a power of attorney, and advance directives in place.
I was shocked by how much was missing.
There were no heartfelt letters, no written final wishes, no guidance on how he wanted to be celebrated or remembered. For someone who had lived so vibrantly, the silence at the end felt deeply heartbreaking.
Then came another hard realization—if something happened to me today, my own family would be left in the same way. Although I had a nice binder with legal documents, there were no legacy letters for my husband or daughters. No final wishes for my farewell. No clarity on where I’d want my resting place to be. They would be left making difficult decisions in their grief, perhaps with questions I’d never answered. I don’t want that for them—or for anyone.
That’s why I created two guided, heart-centered offerings: The Legacy Letter Sessions and Love & Intention: A Guide to Final Wishes. These are not legal or financial documents, but meaningful complements to traditional estate planning—helping individuals and families have the conversations that truly matter, before it’s too late.
Let's Begin....