Blog – Life: Sorted – Document Preparation, Consulting, and Legacy Planning Services

“The Grim Reaper” With a Binder: Why I Do What I Do

I’ve spent my entire adult life taking care of the people I love — not just…
Planning Is Not Just for “Old People” and Millionaires

Planning is not just for retirees or wealthy families. If you are 35 to 65 and…
How to Get Organized in Just 1 Hour a Week This Year

Getting organized does not require a full weekend or a burst of motivation. One focused hour…
Show Your Love: Why Medical Directives Are the Ultimate Gift of Care

A medical directive may not feel romantic, but it is one of the most caring gifts…
What to Shred, Store, or Share in 2026

Most people do not have a filing system. They have a drawer, a box, or a…
New Year, New You: Are Your Binder and Documents Up to Date?

The new year is a perfect time to check whether your binder and core documents still…
Final Wishes Holiday Gift Guide (New Year Edition)

Most New Year’s resolutions fade by February. This one does not. Getting your final wishes and…
The Role of Medicaid in End of Life Planning

Medicaid planning often comes up during stressful moments. While Medicaid applications are handled by legal and…
Durable Power of Attorney: Why It Matters More Than You Think

Most people assume their spouse or adult child can automatically step in if something happens to…
New Year Planning: Make 2026 the Year You Finally Get Your Paperwork Done

Every January we promise to get organized, and every year the important paperwork gets pushed aside.…
End of Year Giving: Leaving a Legacy Through Charitable Planning

End of year giving is not just about generosity. It is about legacy. A simple will…
End of Life Financial Checklist: Pairing Your Will with Accounts and POA

Most people think a will solves everything, but it only covers what happens after death. The…
Final Expenses: Why Planning Now Can Save Your Family Stress Later

Planning for final expenses is uncomfortable, but not planning leaves your family stressed and scrambling. Final…
Thanksgiving Bonus Post: A Legacy Letter Your Family Will Treasure

Thanksgiving has a way of making us sentimental whether we plan on it or not. You…
Holiday Planning: Talk About This Before You Carve the Turkey

Holidays bring everyone together. You have the food, the stories, the family dynamics, and that one…
Do You Really Need a Lawyer to Write a Will?

Most people think writing a will has to be complicated or expensive. In Florida, you can…
The Truth About Probate in Your State

Probate doesn’t have to be confusing or scary. It’s simply the court’s way of ensuring your…
How to Organize Legal Documents for Easy Access

Organize your legal documents and binder for peace of mind. Save your family stress, money, and…
The Four Essential Documents Everyone Should Have

Planning ahead is one of the greatest gifts you can give your loved ones. While every…
Advance Medical Directives Explained: How a Living Will and Health Care Proxy Work Together

When planning for your future medical care, one of the most important steps you can take…
How to Choose a Healthcare Proxy: 7 Key Steps for Peace of Mind

Learn how to choose the right healthcare proxy to make medical decisions on your behalf. Discover…
5 Common Misunderstandings About Wills and Trusts

When it comes to estate planning, wills and trusts are often talked about interchangeably. While both…
Why Every Family Needs an End-of-Life Plan (Even if You’re Young)

When you hear the phrase “end-of-life plan”, you might imagine it’s something only older adults or…
When Your Loved One Won’t Talk About Planning: What to Do Next

You’ve tried. You brought it up gently. You explained it’s about love, not control. And still……
How to Talk to Your Loved Ones About End-of-Life Planning (Without Making It Awkward)

Talking to aging parents or elderly loved ones about their wishes isn’t easy. No one wants…
When There’s No Plan: The Emotional and Financial Toll of Planning a Funeral in Crisis

Most people don’t realize how many decisions have to be made within the first 24–72 hours…
What Goes Into a Legacy Binder (And Why It’s Not Just Paper)

A Legacy Binder is more than a set of documents, it’s a lifeline for the people…
What We Leave Behind: Why I’m Passionate About Legacy Planning

When I started this business, I wasn’t just thinking about documents and checklists, I was thinking…
Introducing Life: Sorted

Peace of Mind for Life’s Most Important Transition Hi, I’m Cassandra, and I want to talk…