Engagement Opportunities | Grief and Estate Coaching

Executor Preparation Coaching

Executor Preparation Coaching is designed to help you emotionally and practically prepare for the responsibility of managing an estate or inheritance. Through this type of coaching program, I aim to provide you with the tools and guidance you need to navigate this challenging role with confidence and clarity.

Benefits of Executor Preparation Coaching:

• Identifying Action Items: We'll work together to identify actionable steps you can take now to ease the burden of managing the estate later on. By addressing tasks proactively, you’ll minimize stress and overwhelm in the future.

• Setting Boundaries and Expectations: Help you establish boundaries and set realistic expectations for the process ahead. This includes clarifying your role and responsibilities, as well as managing the expectations of others involved in the estate.

• Self-Care Practices: Focus on creating habits and action items for self-care to support you throughout the process. Taking care of your well-being is essential during this time, and we'll explore strategies to help you maintain balance and resilience.

• Future Planning: We'll also discuss future planning to ensure a lasting legacy for your loved one. This may involve considerations such as preserving family traditions, honoring their memory, and planning for the distribution of assets.
  

Executor Preparation Coaching consists of 8 sessions conducted over 4 months.

Whether you're facing the impending loss of a loved one or preparing for the challenges of managing an estate, the Executor Preparation Coaching program is tailored to provide you with the support and guidance you need to navigate this journey with greater ease and peace of mind.

Grief and Estate Coaching

For Those Experiencing a Recent Loss

Grief and Estate Coaching program is designed to provide comprehensive support for your overall well-being as you navigate the process of managing your deceased loved one's estate.

Benefits from Grief and Estate Coaching:

• Bridging the Gaps: Coaching fills the gaps that estate and financial professionals may not address. You’ll receive personalized support to help you stay focused and organized while grieving.

• Clarity and Confidence: Through coaching, you'll have the opportunity to gain clarity and confidence in your decision-making abilities. This process can help you make informed choices and avoid regrets or hasty decisions during this challenging time.

• Emotional Support: Your emotional health and well-being throughout the coaching process is a priority. The goal is to protect your grief process by providing the necessary support and guidance to your journey.

• Family Harmony: Take steps to limit family strife and discord by facilitating clear communication and conflict resolution strategies. 

Grief and Estate Coaching consists of 30 sessions conducted over 12 months. 

Whether you're feeling overwhelmed by the loss of a loved one while you are navigating their estate process, this coaching program is designed to provide you with the support and guidance you need to move forward with greater ease and peace of mind. 

This fully customizable program allows you to walk through the four-tenet approach giving you a personalized handbook to navigate your grief and loss. 

The Grief and Estate Coaching program offers a deep dive into your unique grief process and family dynamics, providing support and guidance following a loss. You’ll have the support you need to find your footing and empower you to navigate this challenging time with clarity and resilience.

Legacy Coaching

If you’ve been through or witnessed the passing on of a loved one that was chaotic and difficult – and thought to yourself “This will not happen for my family” – then the Legacy Coaching program is for you. 

Legacy Coaching focuses on preparing you for the transition of your estate to your loved ones, giving you peace of mind and a lasting impact for generations to come.

Benefits of Legacy Coaching for You:

• Clear Transition Plan: Create a clear and comprehensive plan for transitioning your estate to your loved ones. This plan helps you identify your wishes and supports you communicating these things to your estate lawyer or financial advisor.

• Peace of Mind: Legacy Coaching provides peace of mind, especially as cognitive or physical abilities may diminish over time. Knowing that your estate is in order and your legacy is protected can offer a sense of security and reassurance.

• Honoring Your Life's Work: We honor your life and the hard work you've put into building your estate. Our coaching is intended to help you preserve your legacy so your wishes are respected and upheld.

• Lasting Impact: Legacy Coaching can support you in creating a lasting legacy to positively impact your family for generations to come. Your estate plan can be a gift to your loved ones, providing them with security, stability, and support.

For your family, Legacy Coaching offers additional benefits:

• Support for Overall Well-being: The established plan supports your family's overall well-being and can protect their grief by providing them space to process and heal.

• Reduced Burden and Stress: Legacy Coaching can lessen the burden, stress, and uncertainty your family may face in decision-making on your behalf. By having a clear plan in place, they can focus on honoring your memory without added stress.

• Remembering Your Legacy: Your family is supported in remembering and honoring your legacy in a meaningful way. Your wishes and intentions can be communicated clearly, so your memory lives on.

• Continued Care: Legacy Coaching allows you to care for your family beyond your passing, providing them with the guidance and support they need during a difficult time.

Legacy Coaching consists of 12 sessions conducted over 6 months, allowing for thorough preparation and support as you plan for the future of your estate and your family.