In-Depth Client Support

I will work with you to customize a set of services that will facilitate your efforts to create an ethical will or other legacy document. My goal is to prompt your thinking, help you reflect on what you want to express, and draft documents with you that concisely and compellingly capture your thoughts.

The services I offer include: formulating reflective questions; conducting and recording interviews; synthesizing and summarizing your stories; and drafting or editing legacy documents with you or on your behalf.

I work with clients and their families in person, at your home or office. I’m also prepared to work remotely, completing the life review process through video conferencing and electronic document sharing.

A typical engagement with clients includes a few hours of interviews and one or two follow-up conversations to help you complete your legacy letter. Please contact me to discuss fees and options in further detail.