Estate Organization & Legacy Planning
Prepare Today. Protect Tomorrow. Care Beyond a Lifetime.
Estate planning isn’t just about documents—it’s about clarity, intention, and relieving the burden placed on the people you love most.
Red Feather Consulting works with individuals and families to organize essential estate information, document personal wishes, and create a clear, centralized legacy roadmap—so nothing is left to guesswork during an already emotional time.
What Is Estate Organization & Legacy Planning?
Estate Organization & Legacy Planning is a non-legal, non-financial service focused on preparation, clarity, and communication. Your professionals handle the legal and financial structure, we make sure the human side is clear, documented, and compassionate.
ESTATE ORGANIZATION
We work closely with you to thoughtfully organize and document:
Key estate documents and contacts
Financial account summaries and access instructions
Digital assets & online accounts and passwords
Property, insurance, and subscription records
Important childcare, personal, and household information
LEGACY PLANNING
One of the most valuable gifts you can leave is clarity. We help you articulate and document:
Personal values and priorities
End-of-life preferences and instructions
Memorial, funeral, and celebration-of-life wishes
Special considerations for family members
How Does It Work?
We start the intake process by understanding what keeps you up at night and what your priorities are. Working together we will take inventory of all the important information your loved ones will need in case of emergency or after your death.
The process is broken into 10 easy to digest sections and you dictate the pace. Red Feather Consultants are ready to sit with you and input your information as you share it aloud, or hand off the spreadsheet as homework and let you tackle it on your own.
At the end of the process you will have a well-organized, easy-to-access source that supports your formal estate documents and guides your loved ones when they need it most. And once-a-year we will check in with you to see if there have been any major changes that would require an update to your documents.
Who is this service for?
Anyone who wants to leave organization, not chaos, behind will benefit from this service. Getting your estate organized is valuable at any stage of life, not just later years.
Estate organization and legacy planning starts with a thoughtful discussion about your life, your wishes, and the people you care about most.
Let Red Feather Consulting help you create clarity and guidance—not questions. Complete our contact form and a member of our team will be in touch within 24 hours.