WELCOME
COMMUNITY
Links to Important Videos & Instructions
set up your Legacy Contacts today — and share these videos and links with your loved ones so they can designate their legacy contacts too!
Medical ID and Emergency Contacts
Have an iPhone?
These videos walk you through step-by-step how to set up
your Medical ID and designate your Emergency Contacts
Have a Samsung phone?
Instructions to designate an Emergency Contact and Medical ID
on a Galaxy phone can be found here
want a free copy of my ebook?
Learn 5 simple tips to begin organizing your important life details
How I help individuals
ensuring Your Person knows what you have, where to find it + how to access it all when they need to
can't keep track of all your passwords? transferring from one password manager to another?
How I help other small biz owners & solopreneurs
Business Succession Playbook™
Highly motivated to work on your own and are looking for a comprehensive spreadsheet to complete on your own schedule? The Business Succession Playbook™ is meant for you!
Want to organize your business details and need a little accountability and support to get it done?
I host accountability sessions 4x/month to help keep you focused and on task.
one-on-one
Looking for a private and highly personalized experience?
I'm happy to work with you individually based on your specific needs.
my offers for you
I want to help you leave an organized legacy!
FOUNDATIONAL DIGITAL COURSE
This course guides people in organizing their important life details. It includes:
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12 worksheets
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1 spreadsheet
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5 bonuses
And because we have different preferences and use different digital tools, there are four versions available.
This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.
THE FOUR AVAILABLE VERSIONS ARE
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are comfortable using Excel
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love doodling and taking notes on paper
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like to use Google Sheets
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love doodling and taking notes on paper
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like to use Excel
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prefer using digital forms (not paper)
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like to use Google Sheets
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prefer using digital forms (not paper)
ADD-ON COURSE FOR PARENTS
This supplemental course guides parents in organizing their child's important details. It includes:
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1 two-page worksheet
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1 spreadsheet
And because we utilize different digital tools, there are two versions available.
This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.
THIS ADD-ON COURSE COMES IN 2 VERSIONS
Because of the singular focus on kids in this add-on course, you'll be granted access to two versions of the Child Worksheet — a printable worksheet and a fillable (digital) worksheet — download and utilize the version best suited for your style!
MY 12-WEEK PROGRAM
I understand a digital course doesn't align with everyone's style or needs. If you need a little structure and accountability to support you in organizing your important life details, my 12-week virtual program may be a better fit for you.
Reserve a seat for a 2025 cohort for ZERO cost — and mention This ORGANIZED Life in order to receive $50 off.
BUSINESS SUCCESSION PLAYBOOK™
Are you a soloprenuer or small business owner?
Organize your vital business information and ensure your Successor is able to execute your succession plan with ease. The playbook comes with a 17-minute orientation video to ensure you maximize its power. And because we use different digital tools in our business, there are two versions available:
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Excel
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Google Sheets
This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.
Excel
also includes an 18-minute orientation and overview video
also includes a 19-minute orientation and overview video
Want to learn more about modern-day estates?
Other legacy and estate-oriented resources
Other trusted helpers
Looking for tools to help organize some
of your important life and/or business details?
