The complete operating system for families coordinating a serious illness, death, estate settlement, or household transition. Includes 20 decision areas, 5 field notes, 12 practical worksheets, call scripts, pricing and privacy safeguards, owner tracking, document and account inventories, vendor comparisons, a decision log…and a 30-day plan.

Digital delivery.

Educational and organizational material only; no medical, legal, financial, tax, insurance, appraisal, real-estate, or funeral-directing advice included - those pros manage their lanes. We offer what steps and discovery should occur including those professional inputs.

Includes the Complete Digital Family Transition Guide, a private 75-minute guidance session, and a personalized written 30-day plan. Before the session, complete a concise intake. During the session, we identify immediate priorities, decision owners, dependencies, missing documents, professional handoffs, and the next 30 days. You leave with one practical plan—not a stack of generic advice. Family Transition Office provides coordination and organizational guidance, not medical, legal, financial, tax, insurance, appraisal, real-estate, or funeral-directing advice.