
Hi, I’m Laurie
As a Legacy Planning Specialist, I can provide additional support to help you complete your legacy plan lovingly and intentionally. Through this program, you will have access to easy-to-follow documents, practical tools, and personalized guidance designed to simplify the process and keep you on track. Together, we can make each step manageable, ensuring your plan reflects your values and vision. It’s time to take a proactive and meaningful step toward protecting your legacy and bringing Peace-of-Mind to you and your loved ones.
Legacy Planning Jumpstart Checklist
Get access to this checklist to help you jumpstart their your planning by having a list of all necessary elements in one place.

I will never forget the day I got the call to rush to the hospital after my mom took a terrible fall. She was in the later stages of dementia, and I knew I needed to make decisions on her behalf. However, the hospital staff wouldn’t speak with me until I provided legal proof of power of attorney. I rushed home, only to find her documents scattered in different places. Hours later, I finally found the most recent paperwork and hurried back to the hospital.
That moment changed everything for me. I decided right then that I would never put myself— or my family—through that kind of stress again.
I sought guidance from estate planning and elder care professionals, working closely with coaching experts to create a system that helps others successfully organize their life documents and build their legacy.
Leading your legacy with love means starting now—giving yourself and your loved ones the gift of clarity, security, and peace of mind, ensuring your wishes are honored when it matters most

Certifications and Experience
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2019-present
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2020-Present
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2012-Present