A focused, 120-minute advance care planning session that gets your advance care documents completed correctly, your end-of-life wishes documented in your own voice, and the people you love protected by something more than good intentions.
You talked strategy for what end-of-life planning requires and know what your priorities are — now it's time to do it. Advance Care Planning Essentials is where it becomes real.
Your healthcare directives
Your end-of-life preferences
A named healthcare agent who can confidently speak for you
Book your session. Stop hoping and start knowing your family is protected.

Most people who have an advance directive got it one of two ways: a doctor handed them a generic form in a waiting room, or they downloaded something from the internet and hoped it was right.
Neither of those is enough.
The Advance Care Planning Essentials Session is a 120-minute, one-on-one session with me that gets the correct, state-specific forms completed so there no hoping you found the right version.
But this session is not just about paperwork — it's about the conversation we have so you can confidently complete the documents, situations you might face, what quality of life means to you, where you want to be... and other things that make a difference in how you define a good end of life.
I research and provide the correct forms for your state before the session — so we're not starting from scratch or hoping the internet gave you the right version. We complete them together, in the session, with full context for every choice you're making and clear instructions for how to execute them correctly afterward.
Beyond the medical checkboxes, we capture the human picture of what you want: who you want present, what environment matters to you, your preferences for resuscitation and intervention, what quality of life means to you across different scenarios, and the personal details that make your wishes genuinely yours. These get documented in a form your family can actually access and use — not filed away somewhere they'll never find.
Honestly. Completely. So the person you name isn't just named — they're prepared.
Every state has specific requirements for making an advance directive legally valid — witnesses, notarization, distribution. We go through exactly what yours requires so you leave knowing not just what to sign, but what makes that signature mean something.
What to do after the session to make everything official, who needs copies, and where things should be stored so they're accessible when they're needed.

You've completed the Strategy Session and you're ready to move from roadmap to reality.
You have something in place (an old directive, a form you filled out) and you're not confident it's enough — or you're ready to start.
You want this done right. Not checked off, actually done — correctly, completely, in a way that will hold up and your family can use.
You're ready to have real conversations about what you want, who speaks for you, and other details that matter when the time comes.
for your situation — completed, not just started
correctly so they'll be legally valid when they're needed
in your own words
wisely and understands what that role actually requires
after the session to make everything official
your family won't have to guess because you told them what you want
for your situation — completed, not just started
correctly so they'll be legally valid when they're needed
in your own words
wisely and understands what that role actually requires
after the session to make everything official
your family won't have to guess because you told them what you want

...your healthcare directives, your end-of-life preferences, and the foundation your family needs to make the right decisions for you. It does not cover everything.
Your financial accounts, your digital life, your passwords, your personal possessions, your business interests, your obituary — all of that is real, all of it matters, and all of it is addressed in the Planning Extended Package.
If you've ever watched a family navigate the weeks and months after a death without any of that organized, you know exactly why it matters. That's the next step.
One-on-one session with me, held virtually
120 minutes
A short intake form (about 10 minutes) plus a series of short topic-specific videos — each under 5 minutes, about 20 minutes total — sent in advance so you arrive informed and ready to work, not just ready to listen. The session is designed to be a working session. The videos make that possible.
This session builds directly on the Strategy Session. Haven't done that yet? A free Readiness Review Call is the place to start.
They deserve to really know what you want, not to guess in a hospital hallway or look back and wonder if they honored your wishes. 120 minutes, the right documents, done correctly, and your wishes, documented.
Virtual sessions available — work with me from anywhere.