Our Services
Astute Planning
Living your best life means having your affairs in order. With thoughtful planning and conversations with your loved ones, you each gain peace of mind knowing that when you are facing the unexpected and inevitable, your intentions will be respected.
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Kentucky Living Will Packet
Durable Powers of Attorney
Last Will & Testament
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A comprehensive packet of your confidential information, organized for the person you trust to handle your estate.
Delivery to your executor now or in due time.
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Collecting, organizing, digitizing and sharing the most meaningful family photos, videos and oral histories for the next generation.
Reimagining heirloom pieces and transforming those family treasures into unique new items that will be cherished by the next generation.
Life Transitions Successful Aging Services
Aging is a normal part of life, yet it can be complicated as you make and implement decisions to stay healthy, protect your independence, and remain in your home as long as possible. Smart choices now can mean a more fulfilling future.
Communicating your plans, gaining the support of your family, and ensuring loved ones understand your needs and intentions can be challenging. Having a champion behind you as you discuss your plans with family can make all the difference.
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Downsizing, transitioning, and preparing homes so you can remain independent and age in place.
Facilitating all aspects of organizing, moving, and closing a residence when you decide to leave, so that you can start fresh in your new home.Working with realtors to buy, list and sell homes, including coordinating all contractors for repairs and necessary updates to list home, or coordinating an as-is real estate sale.
When you can no longer live at home, coordinating all details of moving to assisted living & advising on navigating costs without long term care insurance.
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Maximizing Social Security, Medicare, and other senior benefits.
Professional advice for retirement planning.
Timely and relevant resources for healthy aging, remaining financially independent, and living your best life.
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Facilitating important conversations between the client and family, to convey the client’s wishes for living his or her best life and remaining independent while aging.
Guiding dialogs between the client and family about the client’s interests and intentions, when help is needed, and how the family can stand together to support successful aging transitions.
Estate and Probate Services
When the inevitable happens, we are here for you and your family, serving with grace to allow those grieving the time to gather, remember and celebrate a life well lived. Know your or your loved ones intentions will be respected when you entrust the final matters to our experts.
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Assisting families with personal matters after the death of a loved one by coordinating arrangements with your funeral home, coordinating announcements, memorials, and celebrations of life.
Closing matters after final services: selecting the monument, sending flowers from services with notes to family members, sending thank you notes on behalf of the family to those who attended services or made memorial gifts to charities listed in the obituary.
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Assisting families with closing residential properties, facilitating estate liquidation, and settling the personal affairs of deceased.
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Expert Conservatorship of Estate:
Opening probate for the estate in Fayette County District Court, with professional legal advice retained for complex and high net worth estates.
Liquidation of all real and tangible assets with prompt distribution to heirs, according to the Last Will & Testament and the laws and timelines of the probate court.
Closing probate for the estate within legal time frames, expediting the probate process for families and heirs, and ensuring final matters are settled according to the intentions of the Last Will & Testament.