Hi There! My name is Kristi
For over 20 years I have been helping clients create comprehensive plans for families when they die and helping executors deal with messy estate settlements.
I help clients gather their information and put it into a format where they are assured their financial details are in sync with their legal documents and those are in sync with their wishes. (And they learn how to keep their plan up-to-date!)
Platinum Planning
Busy Living?
When you are busy living or are feeling overwhelmed and need someone just to handle all the planning creation, take a peek at our Platinum Planning.
You simply supply us with the required information and participate in some detailed work sessions and we will create the plan for you based on those inputs.
We will even meet with you and your estate attorney or other professionals to get the best plan put together and documented.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Executor Assistance
Paperwork and Stuff!
One of the most difficult obligations we commit to doing for our loved ones is being there to handle things after they are gone. It all comes down to paperwork and stuff. It can be an extended nightmare made even worse by lack of planning ahead.
For those executors that are overwhelmed by all their duties, we can step in and be your "boots on the ground" project manager and assist in helping you get your tasks done. We have done this over 20 years so we are pretty good at keeping things organized, navigating the twists and turns of estate settlements, and avoiding the pitfalls.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Speaker
Need a speaker?
Kristi is skilled at speaking directly to groups and addressing different interests. Please contact us directly for inquiries.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Learn With Kristi
More learning opportunities.
Hop on over to our Learn with Kristi page to get access to some planning tools!
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Executor Assistance
For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.
Meet Kristi
For over 21 years, Kristi has been working with clients to create detailed plans for families for when they die.
Almost 25 years ago, she started to get the "planning insight" when she was working in the financial planning industry. She had three widows in one year painted a very bleak picture of what happens when a loved one dies and you are not prepared.
It all started with a planning exercise with her parents and spread to working on plans for other family members and friends. Before long, Survivorship Now was born.
Then she added settlement services for families and executors who had inherited messes. This is where she learned to recognize so many of the problems with estates that could have been avoided with a little insight.
She has worked with estate attorneys, CPAs and financial advisors to build a knowledge base of how to avoid problems with estates when people die and applied this knowledge to real life situations with her clients.
Over the years, what started out as the usual dry planning process has evolved into a very human experience that weaves financial, legal and logistics into a plan that impacts families... and she loves it!