My Digital Guides

Tools and guides I personally created and recommend to help you plan and navigate healthcare with confidence

Executor Planner Starter Pack

Handle executor duties with confidence using this essential starter bundle. This printable system simplifies the complex estate process by organizing key financial, property, and legal tasks into easy-to-use checklists.

WHAT'S INCLUDED:
Quick Start Family Legacy Checklist
Executor Duties Master Checklist
Financial Accounts Transition Worksheet
Estate Sale & Property Liquidation Checklist

Executer Master Checklist
This step-by-step estate settlement checklist shows you exactly what to do after someone passes.

I made this Executor Duties Master Checklist to give you the exact steps you need to confidently settle an estate — without the overwhelm, second guessing, or confusing legal jargon.

✔ Step-by-step breakdown
✔ Organized by clear task categories
✔ Instant digital download
✔ Print or fill it out — stay organized every step of the way

Patient Portal Roadmap

shows you exactly what’s going wrong — and how to fix it step-by-step.

WHAT THIS HELPS YOU DO
• Fix patient portal login issues quickly
• Identify why your account isn’t working
• Know exactly what to say when calling your provider
• Access your medical records, labs, and appointments
• Stay organized moving forward