Your affairs, in order. Simple hourly help.
I help you find what matters, organize it, and keep it current, so the people you choose are ready if they ever need to step in. You pay for the hours you use.
- 1Discovery Call30 minutes by phone or video. We talk through where you stand and what would help most.Free
- 2First MeetingWe meet in person and get started. Your first hour is on me.First hour free
- 3Work at your paceChoose any of the services below. Book as many or as few hours as you need.$150 / hour
Services and what you walk away with
Pick what you need. Every service is billed at the same hourly rate.
| Activity | Examples of what you get |
|---|---|
| Get a clear picture | |
| Readiness ReviewA look at your documents, accounts, digital access, home safety and contacts. | A written report of your gaps and a 30-60-90 day action plan |
| Document & asset locatingSearching for a missing will, power of attorney, trust, policy or account. | A summary of what was found, what couldn't be confirmed, and next steps |
| Get organized | |
| Organizing papers & accountsHands-on help sorting your key documents, accounts and contacts. | Your Readiness Portfolio: a binder at home plus your own digital copy |
| Emergency information setupThe tools paramedics and doctors already know to look for. | A File of Life sheet for your fridge and Medical ID on your phone |
| Digital legacyOnline accounts, logins and who should have access. | An account list and access instructions that you keep |
| Pre-attorney preparationGathering what your estate attorney will ask for, before you meet. | An organized summary of assets, accounts and decision-makers |
| Home & life logisticsBill paying, household vendors and medical contacts. | Simple bill-pay setup, a vendor list and a medical contact sheet |
| Home safety walkthrough (CAPS)A room-by-room check for fall risks, lighting, bathrooms and stairs. | A prioritized list of recommended changes |
| Prepare your family | |
| Family handoff sessionWalking the people you choose through your Portfolio. | Family members who know where everything is and what to do first |
| Support for adult childrenA neutral partner to help a parent get organized, near or far. | A shared family access plan and regular status updates |
| Keep it current | |
| Annual review & updateA yearly check after life changes: moves, health, accounts, people. | An up-to-date Portfolio and emergency information |
Everything stays with you. Your Portfolio, documents and passwords live with you and your family. I never store your documents, passwords or account numbers.
Common questions
How many hours will I need?
It depends on where you're starting. On your free Discovery Call I'll give you an honest estimate, and you decide how much to do.
Are you a lawyer or financial advisor?
No. I'm an Aging Readiness Specialist. I help you locate, organize and maintain your records, and I work alongside your attorney and advisors.
How do we meet?
In person within about an hour of Santa Cruz, CA, or by secure video or phone anywhere.
Do you help in an emergency?
No. In an emergency, call 911. My work is done beforehand, so your family has what they need and knows how to use it.
Start with a free tool
Get a feel for where you stand first. When you are ready, the Discovery Call is free too.
Readiness Snapshot
Eight questions that show where you stand and your two biggest gaps.
Take the Snapshot →Free · 10–15 minRisk & Communication Navigator
See what can go wrong when planning is put off, and get a script for starting the conversation with a parent.
Open the Navigator →Free · 20–30 minIn-Home Care Planning Checklist
Plan home care as a whole system: 56 practical steps across nine areas.
Open the Checklist →Start with a free conversation.
30 minutes, no pressure. Then your first in-person hour is free too.
Book your free Discovery CallSilverBeacon provides educational and organizational services only. We do not provide legal, financial, tax or medical advice. See our Disclaimer & Privacy Statement.