Contact Me

Training, Guidance, Resources to Create Effective Professional Wills and Contingency Plans

Thank you for visiting this site! You can contact me by clicking here, which will open an email to me directly. I will respond as quickly as I can.

Your questions or feedback are welcome, and if you are willing, I would appreciate a review in any of these ways:

  • Email your comments, questions or feedback directly through this page
  • A review when you complete any of my workshops/courses
  • A review of the workbook here: One Last Act

Thank you!!

Note: I am considering adding information to the following topics for future editions of this book and you are welcome to weigh in on any of these ideas in your feedback:

  • Providing a script for asking someone to be a Professional Executor
  • Providing a draft letter to send to someone, asking them to be a Professional Executor (it could be downloaded from this site)
  • Additional guidance around special populations such as ASD or eating disorders, i.e. any populations that would require a specialist
  • Additional guidance for when you are primarily in-network with insurance companies
  • Issues and information to consider if your client population is VIPs, celebrities, CEOs, or people in similar roles in life
  • Adding a script for informing EHR vendors, professional liability insurance, or others
  • Expand information on password management apps
  • A process for completing tasks that are in progress such as an audit, disability or other evaluations
  • Include contacts and considerations for any school, certification, or training programs that you are enrolled in
  • Include contacts and considerations for any passive income or alternative income projects you are involved in
  • Adapting Chapter 6 into a downloadable worksheet available here on the website, with a password similar to the professional will template

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