Helping you organize your estate essentials
so your loved ones have
what they need when it matters most.

We help you compile, organize, and document your estate essentials. This support helps you move forward, step by step, at your pace.

Your EO Coach Approach

Not sure where to begin?

This clear and supportive framework helps you move forward with clarity and structure.

COMPILE

WHAT YOU HAVE

Key documents, accounts,
and personal details.

ORGANIZE

WHERE IT IS

By category,
person, or topic.

DOCUMENT

WHAT TO DO

Instructions, access, and
legacy information.

Start Now

Start Where You Are...

Each option offers a different level of support

Estate Organization Live Workshops

Join a structured, informative session to confidently begin organizing your estate essentials.

Includes

Your Estate Organization Checklist

Estate Organization
Your EO Coach Tools

Clearly compile, organize, and document your personal, financial, and legal essentials—step by step.

Options

Your Estate Organization Checklist
Your Estate Organization Guide

Sold Individually or Bundled

Personalized Coaching Sessions

Receive tailored guidance, support, and accountability as you complete your estate essentials.
Structured to match your pace and goals.

Includes

Your Estate Organization Checklist
Your Estate Organization Guide
Your EO Annual Review (bonus)

Why Professionals Trust Amy

As a licensed fiduciary, I’ve seen how overwhelming it is when families face a crisis without organized information. Your EO Coach offers a focused, practical approach that helps reduce that stress and guides people through the essentials they’ll need.

Roger Coventry, Licensed Fiduciary, Coventry, Vernon, & Roberts, LLC, AZ

Helping you organize your estate essentials so your loved ones have what they need when it matters most.