Legacy Organizing Solutions

I’m an impartial party to help you through the process of making decisions about your special objects and collections, and where they go. I work with the firm belief that we can all manage the “stuff of our lives” and our legacy planning well in advance, whether we want to downsize, move homes, or just plan for change in the future.

It can feel good to get ahead of end-of-life planning and know your affairs are in order; for your life now, and for later, when your loved ones need it to be.

Collections Assessment and Editing

A woman with brown hair tied back, wearing a maroon sweatshirt and a thick green knitted scarf, is examining a tapestry with a floral pattern. She is surrounded by folded vintage knitted blankets and a patterned woven Navaho textile in background.

  • Mindfully sort, label, and manage possessions with you

  • Collections and heirlooms assessment: Assist with documenting inventory, designating gifting, sale, or donation destinations, storage, and transport of items or work

  • Tailor the approach based on your desired outcome and goals

  • Clear space for living, creating, and your next thing

  • Help optimize your space and make it safe and usable to you

  • Light donation and dump runs

Legacy Plan Strategy and Coordination

  • Help you think about and define your legacy wishes, and coordinate estate matters to achieve this

  • Connect you with legal, accounting, counseling, senior service providers, and other services as needed

  • Work in partnership with family members, personal representatives, attorneys, executors, real estate agents, etc.

Ready to start your planning project?

Schedule a free consultation

Objects Inventory and Cataloging

A woman with long brown hair wearing a maroon jacket and a blue shirt, closely examining a stack of framed pictures in a dark room.

  • Guide your collections cataloguing, inventory record-keeping, image digitization

  • Light strategic planning for small collections inventory; I refer out for broader collection legacy planning

  • Liaise with institutions, art specialists, appraisers, organizations, or auction houses for archival donations or the sale of artwork, collections, or papers

  • Institutional archive preparation

  • Record stories about your artistic work or life

  • Tidy, intentionallly edit, and organize studios

Services and Fees

Initial Free Consultation
$0.00

We talk on the phone, or video call, whatever your preference. If there’s a fit, we move to a Collection & Legacy Review in your home.

Free

Collection & Legacy Review
$450.00

  • 2-3 hours in-person visit to your home

  • Includes a mindful walk-through of your priority collection or area of your home

  • Identify your values, themes of your collections, and opportunities

  • Discuss pathways for items:

    • Keep or archive

    • Gift to family

    • Donate to institutions or meaningful organizations

    • Sell using appropriate channels

  • Includes a follow-up written project action plan in PDF form

  • Recommended packages to complete the project based on your goals, budget and timeline

$450

Hour Blocks (starting at 4 hour minimum)
$340.00

After Collection & Legacy Review. Once we have our action plan for your space, we can work together on it in increments or negotiate a project price.

I bill hourly at $85 after the intial Collection & Legacy Review and request a minimum of 4 hours to book for the day. I’ve found that 4-hour time blocks are the sweet spot for getting things done, and accounts for the emotional energy it takes to do this work together.

Hourly rate: $85
Minimum hours per day: 4

NOTE: Additional time spent outside your home for disposal, donation, arranging sales, or in-depth research is also billed hourly.

Schedule a free consultation

FAQs

  • Expect to spend as little as $475 for a “Collection and Legacy Review” session (2-3 hour in-home visit with personalized action plan) or as much as $10,000 for a longer term project if the client prefers to use my in-person help.

    I bill hourly after the initial planning meeting, and we work together to fit your time goals and budget.

  • It all depends on your goals.

    Projects can take a half a day to many months, depending on the specific need or goal of the project.

    Our Collection & Legacy Review session is a great place to start.

  • A will is a great start—and I encourage everyone to see an ethical estate attorney about creating one. You can find attorneys locally who can draft a basic will for a fixed rate.

    However, a will is just the first step in end-of-life planning, especially around your meaningful collections and possessions and the objects you want to pass on.

    Legacy planning addresses and clearly communicates your values and personal wishes so that you leave your affairs the way you envision.

    Additional legacy planning considerations:

    • Is maintaining family harmony important for you? Preparing in advance and communicating your wishes can be a gift of clear expectations.

    • Are there special items or collections you want to gift to friends, family, or organizations, now or later?

    • Are your beneficiaries aware of your wishes?

    • And many more considerations to think through

  • I work virtually, and in person across the Greater Seattle Area, including south Snohomish county and the Eastside.

    I can make special arrangements for locations further afield, just ask. I’m happy to travel for a special project.