Getting Your Affairs in Order

No more searching for answers at the worst possible moment. I'll help you gather the paperwork, record your wishes, and put what your family will need in one place.

Getting Your Affairs in Order

No more searching for answers at the worst possible moment. I'll help you gather the paperwork, record your wishes, and put what your family will need in one place.

Where would your family even start?

Most of what matters when someone dies, or when they can no longer make decisions for themselves, isn't kept in one place. It's a will in a drawer, a pension login only one person knows, a note about funeral wishes that never quite got written down. When the time comes, the people left behind are searching for answers at the worst possible moment. It can be tempting to leave this till later, but the best time to do this is when you are fit and healthy.

You don't have to leave them to work it out alone.

I'm here to help you bring it all together, before it's needed. As someone who's been through this myself, I guide people through gathering the paperwork, considering their wishes, and passing on the everyday knowledge that keeps a home running — the things nobody thinks to write down until it's too late.

Together, we'll build a single master file: a clear, complete record your family or solicitor can pick up and follow, whether they're settling your estate or simply keeping things ticking over while you can't. Let's make sure nothing important gets missed.

Meet Kate

When my dad died, it fell to me to sort everything out for my mum — the paperwork, the accounts, the calls, the small decisions nobody warns you about. It was hard, but I found something I didn't expect: I was genuinely suited to this kind of work, and I got real satisfaction from clearing a path through the mess, step by step, so she didn't have to.

Since then, I've seen the same story again and again — people who know exactly what they should do, but never quite get round to doing it. That's why I don't just tell you what to sort out. I sit alongside you and help you actually do it.

Together, we'll turn "I really should get round to that" into an organised folder your family can turn to, so when the moment comes, the people you love aren't left sorting through the mess alone.

What makes me unique

I've done this myself

This isn't theoretical for me. I've sat at my mum's kitchen table sorting through my dad's paperwork, and I know exactly how overwhelming it is to hunt for a will, a password or a policy number when you're already grieving. That first-hand experience shapes everything I do — practical help that works in the middle of real life, not just in theory.

Getting it actually done

Plenty of people can tell you what a Lasting Power of Attorney is. Far fewer will sit with you until it's actually signed, dated and registered. Knowing what to do and doing it are two different things, especially when the task in question is about illness or death. I'm here for the doing part — keeping you accountable until it's finished, not just explained.

Not just paperwork

Getting your affairs in order isn't only about documents. It's about the funeral wishes you've never said out loud, the letters you keep meaning to write, and the everyday knowledge — bin day, stopcocks, the boiler engineer's number — that keeps a home running. I help you gather all of it, so whoever steps in isn't left guessing.

"Kate patiently helped me to find and organise all our documents when my husband was no longer able to manage them. When he died, the whole process of Probate was so much easier because it was all just there in the folder."

- Jan Secker-Walker

Take the first step towards getting your ducks in a row

Book a free exploratory call today with no obligation

Take the first step towards getting your ducks in a row

Book a free exploratory call today with no obligation