Our Services

  • Nobody likes to think about leaving behind the ones we love, but there’s so much more to it than estate planning. Get ahead of the admin (password access, directions for accounts, contact lists etc) so when the time comes, your family can focus on celebrating your life, not the headache of your admin.

  • Need extra hands during a busy season? Our admin pro will jump right in with the utmost confidentiality. From responding to emails, paying bills, sorting files, answering calls, we will help keep your business running smoothly.

    • Organize and tidy up office spaces. Find what you need when you need it!

    • Digitize and organize paper documents cluttered desktops

    • Setting up wi-fi, printers, gadgets, and other in-home technology

    • Helping with software updates, error messages on Mac and PC computers

    • Organize digital workspaces (photos, documents, cluttered desktops)

  • We offer same-day notary services conducted in the comfort of your home or office. The service costs $10 and call-out fee ranges from $15-$30 depending on your location.

Products

Upcoming Workshops

  • Password Manager Setup Workshop

    Join us for a hands-on workshop where you’ll learn how to set up and securely manage your passwords using 1Password. This session is designed for beginners and will guide you through the essential features of 1Password, ensuring your online accounts remain safe and accessible.

    Thursday, April 24, 2025 | 10:00am-12:00pm

  • Life & Legacy Binder Build Workshop

    A hands on course on building out your Life & Legacy Binder to simplify your paperwork for your loved ones.This hands-on workshop will guide you through filling out your Simply Sorted Life & Legacy Binder™, an essential tool for organizing important documents and estate information. You'll receive step-by-step instructions to ensure your loved ones have everything they need in one place, reducing stress and uncertainty in the future.