LASTINGMATTERS CONCIERGE SERVICE

Get Expert Advice and Guidance

Some individuals and couples need help to guide them through important discussions. You may also need help with decision making, planning, and getting organized.


Do you, or a loved one, need help getting important information organized?

Contact Barb with your questions about how she can help.

Concierge Service FAQs

  • Why would I need someone to help my fill out my Organizer?

    • You may need help with sensitive conversations about end-of-life planning.
    • You may need help in making clear decisions.
    • You may not know where to locate key records
    • You may wish to have a non-family member assist your loved one.
  • Do you travel to me in-person or is this a virtual service?

    Due to Covid-19, the service is currently a virtual service.

Create Peace of Mind

Don’t Leave Your Loved Ones Saying “I Wish I Knew.”

Make it easier on your family by letting them know the story of you – from your personal and financial information to conveying your wishes.

Provide the many important details your family and advisors will need in order to take care of things when you are unable to tell them yourself.