We take the uncertainty and anxiety out of planning for life’s later stages
Preparing for life’s later stages doesn’t have to feel overwhelming.
With a thoughtful planning approach you gain clarity, reduce stress, and avoid unnecessary costs. At Legacy Transitions, we guide you through every step so you can focus on what matters most: spending meaningful time with the people you love.
Creating time. Reducing stress. Living with confidence.
We work with families to help them prepare in three key areas:
Estate Guidance
We create a personalized Transition Guide so family members know exactly what needs to be taken care of when a loved one becomes incapacitated or passes away. This physical and digital book provides families with the clarity and confidence needed to navigate through difficult times.
Possession Organization
We help you declutter using an easy-to-follow process. Simple questions help you determine whether items should be donated, sold, or retained. We assist you with item removal, donation, sale, and documenting important possessions.
Legacy Capture
Memorializing one’s history is an often-overlooked part of the planning process. We help you document important heirlooms and stories in a photo book that can be passed on to future generations.
From “We’ll Get to It Someday” to
“We’re So Glad We Did It”
Transition Guide
Your personalized Transition Guide empowers your family to act quickly and thoughtfully with clearly labeled sections for quick reference during important moments.
Peace of Mind with Key Documents
- Summaries of wills, trusts, powers of attorney, and insurance policies
- Healthcare choices, pet care instructions, and end-of-life wishes
Clarity Around Finances
- An inventory of bank, retirement, investment accounts, and other assets
- Outstanding debts such as mortgages and credit cards
Access Without Barriers
- Logins and passwords for digital assets
- List of all utilities, subscriptions, and household services
Guidance for Family & Legacy
- Communication plan for family, friends, and advisors
- Legacy capture with photos, stories, and notes
- Possession Organization Guide to help you declutter
Download our free “10 Things To Do When A Loved One Passes Away” checklist and then contact us to make sure you and your family are well-prepared.
Marc & Sandee
Legacy Transitions was born out of recent personal experience caring for our senior parents. We learned it takes a lot to understand and document their wishes, to ensure legal and insurance protections are in place, to help them declutter and move, and to capture their legacy. We’re now here to help your family get organized around these important matters so you can spend less time worrying and more time living.
From Overwhelmed to Organized
You’re no longer sorting through boxes and files wondering what’s important and what’s missing. We bring structure and support to lighten the load and guide you every step of the way.
From Uncertainty to Peace of Mind
No more second-guessing. You’ll know your wishes are accounted for, and your legacy is handled with care —nothing important will be left unaddressed.
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