Planning for the future doesn’t have to be overwhelming.

Whether you’re just getting started or want ongoing support, Elliott Legacy Planning offers personalized services to help you organize your life, protect your loved ones, and create peace of mind. We offer the following services:

Legacy Launch Session

A simple first step.

Perfect for individuals who want guidance but prefer to complete the work on their own.

Includes:

• One 60-minute personal consultation

• Review of what documents and information you should gather

• Personalized recommendations

• A Legacy Planning Care Package with checklists, worksheets, and organizational tools

• Time for questions and next steps

You’ll leave with everything you need to confidently organize your own legacy plan.

“Sometimes all you need is a roadmap.”

Legacy Planning Complete

Personalized guidance from start to finish.

Ideal for individuals and families who want hands-on assistance creating an organized legacy plan.

How it works:

Meeting One (60 minutes)

• Review your current situation

• Identify important documents and information

• Create your personalized action plan

• Receive customized homework and organizational materials

Over the next three weeks, you’ll gather and organize your information.

Meeting Two (60 minutes)

• Review your completed materials

• Fill in any remaining gaps

• Organize everything into your Legacy Planning system

• Answer final questions

Optional Add-On
Receive a secure electronic version of your completed Legacy Planning file, making it easy to update and access when needed.

“We’ll walk beside you every step of the way.”

Legacy Partner Membership

Because life never stops changing.

For clients who want their legacy plan to stay current as life changes.

Through an annual membership, we’ll meet quarterly to review and update your information.

Perfect for clients who:

• Have multiple financial accounts or investments

• Own businesses or rental properties

• Care for aging parents

• Experience major life changes

• Want ongoing accountability

Quarterly meetings include:

• Reviewing important changes

• Updating financial and insurance information

• Revising contact information

• Organizing new documents

• Keeping your legacy plan current

Think of us as your personal legacy planning partner.

Life Transition Support

Helping families when they need it most.

When a loved one passes away, even simple tasks can feel overwhelming.

We provide compassionate organizational support to help families navigate the many practical responsibilities that follow a death.

Services may include assistance with:

• Locating important documents

• Organizing financial records

• Insurance claim coordination

• Survivor benefit guidance

• Account and subscription checklists

• Creating a personalized action plan

• Connecting families with trusted professionals when needed

Our role is not to provide legal or financial advice, but to help families stay organized during one of life’s most difficult seasons.

“When everything feels overwhelming, we’ll help you know what comes next.”

Speaking & Workshops

Stephanie Elliott is available to speak to businesses, churches, civic organizations, senior communities, and professional groups.

Popular presentations include:

Caring for the Caregiver

Practical strategies for staying organized while caring for someone you love.

Having the Conversation

How families can begin meaningful conversations about life planning before a crisis occurs.

Legacy Planning Made Simple

The first five steps everyone should take to organize their important information.

The Greatest Gift You Can Leave Your Family

How organization can reduce stress, confusion, and conflict during life’s most difficult moments.

Customized presentations are available for your organization or event.

Family Transition Planning

Helping families navigate one of life’s biggest role reversals.

There comes a time in many families when adult children begin helping—or completely taking over—the responsibilities their parents have managed for years.

These conversations are often emotional and overwhelming. Questions about finances, medical care, legal documents, passwords, bills, insurance, and future living arrangements can quickly become stressful for everyone involved.

Elliott Legacy Planning helps families approach these conversations with compassion, organization, and a clear plan.

We can help families:

• Prepare for a move to independent or assisted living

• Organize important financial and personal information

• Create a roadmap for adult children assuming responsibilities

• Identify essential documents and where they should be kept

• Discuss emergency plans and healthcare wishes

• Develop a practical plan for managing day-to-day affairs

• Reduce confusion and family stress before a crisis occurs

Sometimes the hardest part is simply knowing where to begin.

We’re here to help you take the first step.

Family Meeting Facilitation

Some conversations are simply easier when a neutral, experienced guide is present.

Stephanie is available to meet with individuals or entire families—in person or virtually via Zoom—to help everyone understand the transition ahead and develop a clear plan together.

Whether you’re beginning to notice changes in an aging parent, preparing for a move to long-term care, or simply wanting to get organized before a crisis occurs, we’ll guide your family through the most important priorities without becoming overwhelmed.

Together we’ll identify:

• The most urgent tasks to complete first

• Who should be responsible for what

• What information needs to be gathered

• Which conversations should happen now instead of later

• A practical timeline for moving forward

Every family is different. Our goal is to create a plan that works for yours.

“A one-hour conversation today can save weeks—or even months—of stress later.”

Why Families Choose Elliott Legacy Planning

You’ve spent your entire adult life caring for others.

Whether through more than 30 years as a legal professional, years of teaching and mentoring, or walking alongside your own family through illness, caregiving, and loss, you’ve learned that organization isn’t just about paperwork.

It’s about preserving dignity.

It’s about reducing conflict.

It’s about giving families confidence during uncertain times.

And it’s about ensuring that no one has to figure everything out alone.