If something happened to you tomorrow, would your family know what to do?
The Estate Information Framework begins with an assessment to help you identify what documents and information you have and where everything is, as well as what you still need to collect based on your specific situation. From there you can choose to:
- Proceed on your own
- Subscribe to my digital portal and enter your information yourself
- Select the concierge route and have me build it out for you
Alpha Zed Values
- Old-school – a traditional focus on hard work, integrity, quality
- Simplicity – basic, straight forward, without a lot of bells and whistles
- Curiosity – always looking for ways to make things work better simply
- Gratitude – for the opportunity to serve, for enjoyable work, for daily blessings
- Relationships – key in any endeavor
Here’s what some folks have said about the assessment:
“Kim helped me fill in gaps and enhance what I thought was a well organized plan of action for my family should something happen to me. I was missing some critical pieces! So grateful for her organized and thorough assistance.” – K Holmes
“Kim has a true gift for taking something that could easily feel complicated, heavy, or overwhelming and making it all make sense. She doesn’t just help you see what is missing, she helps you understand what matters and gives you a realistic plan for making it happen. I’m incredibly grateful for her help, her insight, and the care she brings to this important service.” – C Denbow
“I help you make sure that your family is not having to play detective while they are struggling to come to terms with a new reality. My individualized approach helps you understand your specific situation and how prepared you are to leave your family in a good spot if they have to step in when you are unavailable.”
Kim Hazelton, Owner of Alpha Zed Services
Preparation is a Gift