As you read this, we hope you are healthy and already have a Will and other appropriate documents needed for end-of-life decisions. That is a very important step, as it represents the minimum of what needs to be done. However, if you were to die suddenly or become incapacitated and unable to communicate, have you done the organizing work so your loved ones are prepared?
Do they know…
- Where the original copies of your Will, Living Trust, Healthcare Proxy, etc. are?
- How to access those documents?
- How to contact your trust & estate attorney?
- How to contact your financial advisor?
- Where there is a list of your insurance policies?
- How to find your passwords for bank accounts and other websites you use?
- How to get into your computer?
- If you have a safe deposit box and how to access the key for it?
- If you have identified a person, other than your spouse/significant other, you can trust with all this information?
If you answered “No” to the questions above, Cara York can help!
Cara will help you put a plan together for your trusted point-person(s), so if something happens to you, they can act quickly and with confidence. The goal is to make sure your end-of-life wishes are accessible when the time comes.
Legacy Planning Made Easier with NokBox:
In November, 2025, Cara began partnering with NokBox to facilitate the gathering of important papers, policies, directives, and passwords. Click here to learn more about NokBox and to find out which of their systems may be right for you.
Organizing After the Loss of a Loved One:
No matter how prepared you might be for a loved one’s passing, there are still a number of things that need to get done. Combine that with the grief you are feeling and it may seem too overwhelming to deal with.
When you are ready, Cara can walk you through the process of closing online accounts, gathering financial and insurance information, and deciding what to do with your loved one’s belongings.
You don’t have to do this alone. Give yourself permission to get the support you need at this difficult time in life where everything needs to be handled properly.
Pricing Options:
3-Hour Package = $275
8-Hour Package = $675
Additional hours, as needed = $95
Organize & Simplify accepts Cash, Checks, Zelle, Venmo