The Plan
PEACE OF MIND FOR THE LOGISTICS

Organizing the practical roadmaps—from digital assets to final wishes—
so your loved ones are never left guessing.

Best for: Those who wish to leave their loved ones with a practical roadmap—covering everything from final wishes and disposition to digital assets.Format: An intuitive, guided Q&A process that generates a formalized PDF of your answers, designed to be integrated seamlessly into your existing estate plan.
No pressure. Just a helpful conversation to see if this is the right fit.
What You’ll Create
This process transforms the weight of "I don’t know where to start" into the quiet confidence of knowing your family has the answers they need. You will finish with a completed Peace of Mind Roadmap—a clear, intentional document that sits alongside your legal paperwork to ensure your voice and your wishes are heard.

What We Are Building

A practical framework for the details that matter most. We navigate the personal and practical logistics of end-of-life planning to ensure your wishes are known and your loved ones are supported.

  • The Navigation: A structured path that replaces the overwhelm of "where do I start" with clear, manageable steps covering everything from your last breath to your digital legacy.
  • The Scope: A comprehensive capture of final disposition, account access, and the personal instructions that traditional legal estate planning often misses.
  • The Library: Access to the Digital Vault—a curated collection of educational guides and videos to help you make informed choices with confidence.
  • The Toolkit: Your choice of a self-paced fillable planner or a personally drafted roadmap, provided in editable formats that you can update and maintain for life.

Why a Peace of Mind Plan:

The legal documents handle your assets; this plan handles your logistics. It is the roadmap for your presence.

  • A Compass of Clarity: Providing your family with a clear guide so they never have to search for answers in a time of loss.
  • Complete Logistics: Addressing the vital details—from final disposition to digital legacies—that legal documents often leave behind.
  • The Gift of Space: Giving your loved ones the freedom to grieve and remember, rather than navigating a maze of guesswork.
  • Quiet Confidence Now: The deep sense of relief that comes from knowing your intentions are clear and your affairs are in order.

Is This For You?

For those who realize that a Will is a set of instructions, but a Peace of Mind Plan is a roadmap for your presence.

  • The Missing Piece: You have the "what" (your legal estate plan) but are missing the "how" (the personal logistics that hold it all together).
  • The Guide: You want to be a steady guide for your family during their hardest days, rather than a source of confusion or guesswork.
  • The Framework: The weight of the "what-ifs" feels heavier than the paperwork, and you need a steady framework to find your way through.
  • The Gift: You value intentionality and want to offer your family the ultimate gift of clarity and peace.

The Logistics of Love

Looking back on the loss of my dad, I’ve come to believe that some of the deepest layers of grief could have been greatly reduced. For us, the heartache wasn't just in the goodbye—it was in the "not knowing."

We knew my dad wanted to be returned to the sea, but the details stopped there. Did he want a grand celebration of life? Was there a favorite song he wanted played? Did he want those he held dear to have a small urn in connection or everyone given an orchid? Lost in a sea of unknown answers, our grief lingered longer than it needed to. We spent our energy guessing instead of honoring.


The Practical Presence

Beyond the ceremony, there were the practical matters that no one discusses until it’s too late. The locked phone. The inaccessible email. The social media accounts that remained active without guidance.

These small, intentional acts of planning could have prevented a great deal of heartache for our family. This is why I focus on the logistics as an act of love—ensuring your family has the answers they need when they need them most.

 

A Thoughtfully Cultivated Path

I created The Plan as a response to those unanswered questions. This framework is a comprehensive guide compiled from my own personal experiences and my training with Suzanne O’Brien, RN, founder of the Doulagivers Institute.

By bridging the gap between professional training and personal loss, I have developed a way to organize the myriad of details that often feel overwhelming during a time of transition.


Love Over Logistics

It is a bridge that allows your loved ones to stay focused on the love, not the logistics. Through this work, we ensure that your preferences are clear, your legacy is secure, and your family is gifted the peace of mind they deserve.

Ready to Begin?
Choose the path that fits you best—solo, guided, or group. We’ll help you take the next step with clarity and support.