The ADVANCE CARE Planning Extended Package
The essentials protect your
family from hard decisions. This
protects them from everything else.
A personalized, multi-session end-of-life organizing process that organizes every dimension of your life — financial, digital, personal, and deeply human — so the people you leave behind have everything they need and nothing left to figure out.
You've done something great
The medical directives are in place, your healthcare agent is chosen, and your most important end-of-life wishes are documented. The people who need to know, know. And now there's a question sitting quietly in the back of your mind. What about everything else? The weeks and months after a death involve a lot more than medical decisions. They involve:
Finding accounts
Accessing information
Canceling subscriptions
Navigating probate
Distributing possessions
Planning a service
Writing an obituary for someone they're already grieving
The Essentials Session got the most critical things done. The Extended Package gets the rest done.
Interested in this service?
Book your consultation. Leave your family everything they need.
what it is
A complete record of your life, one session at a time
The Planning Extended Package is a personalized, guided, multi-session process that documents the rest of your life — completely, correctly, and in a form your family can actually reach for and use. One topic per session, a short prep video and a workbook for each, and assignments between sessions to gather what we'll need. A dashboard tracks your progress so nothing falls through.
When it's done, the people you leave behind have a comprehensive record of everything — built specifically for your life, by someone who knows exactly what families need when they're navigating loss.
And you'll have a big head start on info to give to an attorney or estate planner if needed.
What we cover
Nothing important gets left out
Your complete financial picture
Every account, every asset, every recurring charge. Where things are, how to access them, and what needs to happen to each one. The information that saves your family from spending months tracking down what you could have organized in an afternoon.
Your full digital life
Every password, every access dependency, every account your family will need to navigate — or close, or memorialize. Including the two-factor authentication setup that could permanently lock them out of things that matter. Your digital life is more complex than most people realize. We make it navigable.
Your personal possessions
What you have, what matters, and how you want it distributed. The items with sentimental value that will cause conflict if nobody knows your wishes — and the ones you'd want to go to specific people for specific reasons. Written down, clearly, so there's no guessing and no fighting.
Your business interests
If you own a business or have professional interests that need managing, winding down, or transferring, this gets documented. What exists, who needs to know, and what should happen.
Your legacy and your story
What you want people to know about you. What you'd want said — and what you wouldn't. Your obituary, drafted in your own voice and ready when it's needed. The celebration of life you'd actually want, described in enough detail that the people planning it don't have to invent it.
Anything else specific to your life
The Extended Package adapts to your situation. If there are elements of your life that don't fit a standard category, we cover those too.
who this is for
This package is for you if:
You've completed the Essentials Session and you're aware that there's more to do.
You've watched someone else navigate an unprepared estate and you've decided that's not what you're leaving behind.
You own a business, have significant digital assets, or a life complex enough that "I'll figure it out" isn't a plan you can rely on.
You want to finish what you started, completely, in a way that leaves nothing important undone.
what you leave with
This When the Extended Package is complete, your family has:
A complete financial record
every account, asset, and recurring charge, with access info + instructions
A documented digital life
passwords, accounts, and access dependencies, with instructions
Your possessions documented
with clear distribution wishes
Business interests organized
and planned for
obituary + celebration of life
written in your own voice, and described how you'd actually want it
a comprehensive record
organized with everything they'll need — in one place, accessible, ready
And you have something, too: the peace of mind that comes from knowing you finished this, and that the people you love are protected from the chaos that follows an unprepared death.
That's not a small thing. For most people, it's one of the most loving things they've ever done.
what you leave with
When the Extended Package is complete, your family has:
A complete financial record
every account, asset, and recurring charge, with access info + instructions
A documented digital life
passwords, accounts, and access dependencies, with instructions
Your possessions documented
with clear distribution wishes
Business interests organized
and planned for
obituary + celebration of life
written in your own voice, and described how you'd actually want it
a comprehensive record
organized with everything they'll need — in one place, accessible, ready
And you have something, too: the peace of mind that comes from knowing you finished this, and that the people you love are protected from the chaos that follows an unprepared death.
That's not a small thing. For most people, it's one of the most loving things they've ever done.
FAQs
Questions? Here's what to know about logistics
Format
Multiple one-on-one sessions with me, held virtually
Length
Estimated 8 sessions depending on your situation, meeting every 1-2 weeks
Preparation
A short topic-specific video (under 5 minutes) and a focused workbook sent in advance, plus assignments to gather relevant information before each session
Progress tracking
Dashboard tracks your progress and upcoming topics throughout the package
Additional sessions
Available to purchase if your situation requires more time
Prerequisite
The Extended Package builds on the foundation established in the Essentials package.
Not there yet? Start with the Essentials Session.
Just getting started? The Family Readiness Review Call is free.
You've already proven you're someone who does this
You've done the hardest part — started the process. The Extended Package is where you finish it. One topic at a time. One session at a time. Until nothing has been left to chance, to guesswork, or to the avoidable chaos of an unprepared estate.
Virtual sessions available — work with me from anywhere.
Minneapolis, MN-based death doula and advance care planner. Personalized end-of-life solutions for busy GenX professionals and families.
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