Services

Every executor journey is different—but none of them are easy. Whether you're planning ahead, just stepping into the role, or deep in the work, I offer coaching that helps you move forward with clarity, steadiness, and care.

Services are available virtually nationwide, as well as in person in the northwest suburbs of Chicago and the Denver Metro area. I support clients managing probate, small estate administration, family dynamics, and the emotional weight that often comes with the job.

And while the focus is often on forms and tasks, your well-being matters, too. Coaching support like this can often be considered a legitimate estate expense—and in many cases, reimbursed directly from the estate.

Executor coach and client discussing organizing documents in Chicago, IL.

Executor ProPlanning Session

For: Individuals preparing to become an executor

You’ve been named executor but haven’t stepped into the role yet—or you know it’s coming. Let’s prepare now so you’re not scrambling later.

  • One 90-minute coaching session
  • Overview of executor responsibilities
  • Questions to ask your loved ones now
  • Pre-estate organization guidance
  • Family dynamics and communication tools

Starting at: $150
Get Prepared Before You’re Grieving →

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New Executor Strategy Session

For: Executors just getting started

You’ve just been named executor and need perspective, clarity, and a place to begin. I’ll help you map out next steps and avoid common traps.

  • One 60-minute coaching session
  • Step-by-step task breakdown
  • Early decision guidance
  • Managing overwhelm + family input

Starting at: $125
Start Strong, Stay Grounded →

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Executor Roadmap Coaching Package

For: Executors navigating the middle stage

You’ve started the work—but now it’s getting more complex. We’ll structure your tasks, pace your progress, and work through tough moments together.

  • Three 60-minute coaching sessions
  • Personalized action roadmap
  • Custom task checklists
  • Optional review of non-legal documents

Starting at: $375 (flat fee)
Build a Clear Path Forward →

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Ongoing Executor Support

For: Executors managing long or emotional estates

If you’re feeling stuck, stressed, or emotionally worn down, I’ll walk with you. We’ll meet regularly to work through both the tasks and the toll.

  • Weekly or biweekly support
  • Standing appointment time
  • Task tracking + emotional check-ins
  • Zoom, FaceTime, or in-person available in Chicago & Denver

Starting at: $450/month
You Don’t Have to Do This Alone →

The Executor's 3-Fold Path

Our work in deeply rooted in three aspects of the work executors experience.

Loss

Emotional readiness. Navigating grief while making decisions. Strategies for pacing yourself and setting boundaries. You don’t need therapy to feel supported—you need a thinking partner who gets what you’re carrying.

Legacy

Honoring your loved one’s values, organizing belongings, drafting communications, or preparing for a memorial. I help you think through the choices and family dynamics with sensitivity and calm.

Logistics

Executor checklists, timelines, task management, and estate documentation support. Whether you’re overwhelmed by legal forms or unsure how to communicate with other heirs, I’ll help you break it down.