top of page

WELCOME


COMMUNITY

This Organized Life Logo_edited.jpg

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!

apple.png
dropbox.png
facebook.png
google.png

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 

medical ID.png
emergency contact.png

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

Estate Organizing eBook cover.png

How I help individuals

digital-estate-organizing.png

ensuring Your Person knows what you have, where to find it + how to access it all when they need to

password organizing.png

can't keep track of all your passwords? transferring from one password manager to another?

How I help other small biz owners & solopreneurs

spreadsheet2.png

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!

zoom.png
1-on-1.png

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

married couple.jpg

This course guides people in organizing their important life details. It includes:

  • 12 worksheets

  • 1 spreadsheet

  • 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

ADD-ON COURSE FOR PARENTS

Family

This supplemental course guides parents in organizing their child's important details. It includes:

  • 1 two-page worksheet

  • 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 GROUP 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 10-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:

  • Excel

  • Google Sheets

This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.

excel - green background.png

Excel

also includes an 18-minute orientation and overview video

google - green background.png

also includes a 19-minute orientation and overview video

Want to learn more about modern-day estates?

digital estate organizing.png

Other legacy and estate-oriented resources

five-wishes-400x400.png
best-life-best-death-podcast.png
Artifcts-Logo-Vert-RGB-Med.jpg
help texts - vertical.png

Other trusted helpers

Looking for tools to help organize some
of your important life and/or business details?

1Password-400x400.png
Main HomeZada Logo - Horizontal Orientation.png
everplans-400x400.png

Curious about working together?

Here's a link to Kate's calendar so you can schedule 
a free 20-minute Zoom at a time that works best for you

Have another question?

bottom of page