Did you know that 67% of Americans have no estate plan?

End-of-life planning is the opposite of fun, but don't leave a mess for your family. Let me walk you through all the ways you can prepare.

Getting your affairs in order is like knowing how to change a tire.

It's a major hassle, but it's a life skill everyone needs.

The majority of US adults are leaving everything – their affairs, kids, pets, and assets in the hands of state laws and judges (complete strangers) to be determined after years of legal muck. Kids could go to foster care or back to an abusive partner, pets could go to animal shelters, unmarried partners could be evicted, families could go bankrupt with medical debt. It’s a mess.

GET IT DONE

I hope you hear me. If we do nothing, our families will pay through the nose. And this doesn't have to be a headache!

There are simple and REALLY affordable (also FREE) solutions out there.

This is your chance to have a voice when you can no longer speak.

The future of your medical care, finances, dependents, and belongings all hinge on your wishes in writing.

When it comes to end-of-life planning, it's hard to get trustworthy information. Let me guide you through the entire process and make sure all the boxes are checked. Together, we'll make plans for:

Wills
Trusts
Probate
Important Papers
Final Wishes
Settling an Estate

MAKE YOUR PLAN

"Are you a lawyer?"

Not even slightly, although I can guide you through the end-of-life planning legalese. I am a Certified Senior Advisor and after-loss coach. I walk grieving families through this system for a living, and I know the chaos and suffering that ensues when you don't prepare.

Getting your affairs in order is a larger task than just preparing legal documents. The decisions you make now control your family's life for months and years after you pass. I can help you in a few ways.

Understand your decisions.

90% of this journey is knowing what choices need to be made, and having the confidence to not only make them but communicate them with your loved ones.

Find trustworthy professionals.

You may need a lawyer, financial advisor, or an online filing tool. You can choose your funeral vendors, or hire professional organizers to liquidate your assets.

Get unbiased feedback and support.

This process can be grueling, complicated, and emotional. It helps to have an expert in your corner. I'll hold you accountable, and help you navigate conflict.

GET IT DONE

Your lawyer should be the final step in this long journey. Let me help you prepare for that meeting and everything else.

Plus, I don't bill at lawyer rates. Every hour of preparation we do beforehand could save you $$$ at your lawyer's office.

I’m Terri Izard.

I'm the founder of Aging Agendas, Certified Senior Advisor, and after-loss coach.

I’ve lost three parents and, believe me, I intimately understand how hard this can be. I’ve been left to pick up the legal and financial pieces.

I’ve felt like the only idiot sitting in a conference room swivel chair and signing documents without any clue what they meant – just knowing that each question I ask will cost me hundreds of dollars. I know, from experience, what happens when you have a plan for passing…and what can happen when you don’t.

If you’re wondering, “Is she a lawyer?” No. “A CPA?” Also no.

I’m a mom.

I’m a daughter.

I am an educator, and an advocate. I’m a legal-to-laymen translator. And (lucky you) you don’t have to pay me thousands of dollars to explain your options.

READ MY STORY

"Working with Terri has been a dream. She helped me realize that I needed to put a Special Needs Trust in place for my child, but I had no clue where to start. Terri walked me through a very complicated system and guided me towards the most informed decisions for my kid. I'm finally prepared to meet with an attorney. 

I'm so relieved to have this DONE, and I didn't have to understand it alone. The next time nothing makes sense...I'm calling Terri."

– Jolyn W.

I'm here for all of it.

The mess. The humor. The pain.
It takes a lot to surprise me. Take advantage of my free, 1-hr consultation and let me light your path. ⬇️

Our first hour is 100% free and I love to help.

Let me give you all the resources I can pack into 60 minutes as well as a roadmap for next steps. After that, my rate is $125/hr for as long as you need.

Even if it’s just a bare-bones solution, something is better than nothing.

I am not an attorney, and cannot provide legal advice to you. This information is for educational purposes only, and I always recommend consulting legal counsel.

Help is on the way.

Here are a myriad of articles to pull you through.

Sometimes you just need a break. You need a safe place – a quiet, sunny corner where you can let your hair down and breathe. Grab a cozy blanket, and please know that you’re gonna be ok.

She Won't Go! Now What? | The Move to Assisted Living

Nov 21, 2024

Six Online Legal Tools That You Shouldn't Ignore

Nov 30, 2023

The People and Terms in a Trust

Nov 23, 2023

This is a marathon, not a sprint.

My newsletter is a way for me to be there for you. To help you make those hard decisions. To explain and encourage.

Kind people were there for me when I needed them too.

Can I make a recommendation?

You need a Nokbox.

So many people ask, "Where do I put all this paperwork?" Look around your home...will your next of kin (NOK) be able to find and manage everything they need to? Are there file cabinets, junk drawers, or stacks of paper? Is information in your phone, on your computer, or just in your memory?

GET A NOKBOX

I have an affiliate relationship with Nokbox, so I may receive a small commission at zero cost to you. That said, know that I would never recommend a product that I'm not absolutely ecstatic about.