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Member Benefits

Why become a Member of the Legacy circle?

Members have access to additional content not open to the general public, including:

  • Monthly newsletter with information on estate planning, organizing, and administration

  • Free downloadables for you to use

  • Educational tutorials, to give you a little extra insight into how to administer an estate

  • Early announcements about upcoming events and publications

  • And much more!

How do I join and what is required of me?

It’s simple: Enter your first and last name, as well as your email address, and you will be enrolled as a Legacy member. You may also provide your phone number, but it is not required.

How will this information be used?

Only by me, and only to give you access to the information above. I will never sell or share my list with anyone.

Looking for a little guidance in the days and weeks following your loved one's passing?

Please take a look at my free content to get you started on the right path. I’d like to share two tip sheets to assist you during this time. For a quick and colorful look at estate planning and administration, please view my Legacy Estate Organizing monthly newsletters.

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  • Quick Tips for Administering & Managing a Loved One's Estate

  • Executor's Cheat Sheet

  • Monthly Newsletters

​Please complete the contact form here.  You may opt out at any time, with no hard feelings!  I look forward to providing you with updates on estate organizing and brief instruction on estate administration.

Thanks for submitting!

Interested in purchasing estate-organizing products and services?

Please continue to the Legacy Store to see packages, spreadsheets, and other items to assist you with your loved one’s estate.

Purchase my 2019 book, After the Funeral: A Practical Memoir for Administering Your Loved One’s Estate 

(February 2019, e-book or paperback,


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