Practical Legacy Planning for Life Transitions
How to organize personal, financial, insurance, property, healthcare, digital, caregiving, and final-wishes information before a crisis occurs.
Helping people organize life’s most important information today so the people they love aren’t left searching tomorrow.
Practical, personal presentations on legacy planning, caregiving, and navigating life’s transitions—customized for your audience.
Why this matters
Organizing information is an act of care
Policies, accounts, passwords, medical wishes, the name of the person who handles the roof — it lives in a drawer, a phone, a memory. When something changes suddenly, the people who love us are left piecing it together at the worst possible moment.
Stephanie’s presentations turn that scattered reality into something a family can actually work with. Practical, unhurried, and grounded in what she has lived herself.
Where to start
Three pathways
Legacy Planning & Life Transitions
Organizing the personal, financial, medical, and practical information a family needs — before anyone has to go looking for it.
8 presentations
Caregiving, Grief & Renewal
The lived experience of caring for someone you love, carrying loss, and finding a way forward.
2 presentations
Professional Growth & Leadership
Leadership, influence, and career direction for professionals and the teams they work alongside.
5 presentations
Frequently requested
A place to begin
Caring for the Caregiver
Stephanie’s own experience of working full time while caring for Richard through cancer and dementia — managing appointments, treatments, medications, finances, the household, and her own emotional well-being.
Having the Conversation
How families can begin the difficult but necessary conversations about healthcare wishes, aging and caregiving, finances and responsibilities, emergency planning, long-term care, and final wishes.
Her story
She has been on the other side of this
Stephanie’s work began with her own experience. While working full time, she cared for Richard through cancer and dementia — appointments, treatments, medications, finances, the household, and her own emotional well-being, all at once.
What she learned in those years shapes every presentation she gives: the difference between a family that knows where things are and a family that has to go looking.
Who she speaks to
Audiences
- Businesses
- Law firms
- Financial institutions
- Churches
- Senior communities
- Professional associations
- Civic and community organizations
- Women’s groups
- Retreats
- Conferences
Working with a professional audience? Stephanie also speaks on leadership and career growth for law firms, associations, and employers.
How it can run
Formats
Keynote
A single presentation that carries the message of your event to the whole room.
Workshop
A working session where attendees think through their own situation and leave with next steps.
Panel presentation
Participation alongside other speakers, with discussion guided by a moderator.
Lunch-and-learn
A shorter, conversational session that fits inside a workday or a standing meeting.
Virtual session
A presentation delivered online for teams, members, or congregations joining from anywhere.
Every presentation can be customized for the audience, the setting, and the time available.
Bring a meaningful conversation to your next event.
Tell us about your audience and what you would like them to walk away with. Nothing needs to be finalized to start the conversation.