** Limited to five women. You will receive personal guidance, time for your questions,
and support as you complete each section.
You know this needs to be done.
Your account information lives in different places.
Some is on your computer. Some is tucked inside a file drawer.
Some exists only in your memory.
You know how to find everything.
But would the person you trust?
Would they know what accounts exist?
Where important information is stored?
Which bills need immediate attention?
How account recovery works?
Who to contact first?
You do not need to organize your entire life overnight.
You need a clear process, one place for the information,
and time set aside to finish.
The Private Access Experience gives you all three.
What you walk away with:
Peace of mind knowing that if something happened tomorrow, your family wouldn't have to guess.
A completed Account Access Guide covering your financial, insurance, medical, household, digital, subscription, and business accounts.
A ready-to-use Emergency Contact Page so your family knows exactly where to start.
A Digital Access and Recovery Page explaining where login information is stored and how account recovery works.
A clear system you will know how to update as your life changes.
Your full investment of $297 applies toward Nothing Left Undone if you decide to keep going.
YOUR FIVE DAY PLAN:
Day 1: The reality check. There's a difference between having your information stored and making it accessible to someone else. Tonight we find out which one you actually have. And yes, we do this with paper and pencil, not another app you have to learn.
Day 2: Your money. Every account where money comes in, goes out, or sits, including the credit cards and debt your family would need to know about.
Day 3: Your safety net. Income, benefits, insurance, and medical accounts, the ones that keep your family protected and covered, and the ones most often overlooked.
Day 4: Your everyday life. Housing, digital accounts, subscriptions, and memberships. From your mortgage to your streaming logins, everything your family would need to manage or cancel. Optional: Business Accounts, if applicable.
Day 5: Your finished system. Everything comes together into a completed guide with your Emergency Contact Page in place, and you leave knowing exactly where it goes, who needs to know about it, and what comes next.
BETWEEN SESSIONS:
Finish any remaining worksheet sections and gather what you need for the next session.
Bonus:
Letters of Love Journal
Your Account Access Guide tells them what to do. Your Letters of Love Journal reminds them how deeply they are loved.
Use this journal to write the words, memories, and encouragement you want your family to find alongside the practical information.
What Surprises Women Most:
How FAST it goes once someone is walking you through it.
How CALM you feel once everything is written down.
How many GAPS you didn't know were there.
How SIMPLE the whole system is once it's organized.
THIS EXPERIENCE IS FOR YOU IF:
The person you trust does not know which accounts you have.
Important information lives in several places or only in your memory.
You have tried to organize everything before but never finished.
You want a simple process with live guidance and time for your questions.
You are ready to spend five evenings creating a clear starting point for your family.
THIS IS NOT FOR YOU IF:
You expect someone else to complete the work for you.
You are looking for legal or financial advice.
You already have a complete, current system and the person you trust knows how to use it.
What past participants say...
"I almost didn't sign up for Loretta's challenge because I was convinced I already had this handled. I use a password manager and had all my important information collected in one place, so I felt pretty confident. What surprised me was realizing that having information stored isn't the same as making it accessible. If someone suddenly had to step into my life and manage things on my behalf, they would still face a steep learning curve. If you're thinking, 'I've already got this covered,' I encourage you to take the challenge anyway. I discovered there were important gaps I didn't even know existed, and I'm grateful I found them now rather than leaving my family to figure them out later."
Anne B.
"Dealing with our mortality is not an easy conversation but it needs to be done so our loved ones know our wishes during their time of grief. Loretta's format is easy to follow and takes away the overwhelming feelings."
Joellyn M.
"I absolutely loved the challenge! Not only is Loretta an excellent coach, the information was useful, interesting, and applicable to anyone at any point of their life. I am grateful for the experience and guidance."
Andrea W.
"I can't say thank you enough for the clear, concise, and direct information you provide to get me from procrastinating to taking action to get it done!"
Lydia M.
"Loretta is a Godsend as she helps you break everything down into manageable steps and before you know it,
you're done."
Barb L.
WHY WORK WITH ME?
You know the stories; we all do.
The family that stopped speaking after Mom died. The siblings in court for years. The unintended consequences that follow grief and death when no one knew what was really wanted.
I've witnessed it firsthand, and it shaped my entire mission.
I do not just help you organize your accounts. I help you prevent the chaos that happens when your family cannot find what they need.
I'm a social worker by education with 25 years of experience mediating conflicts and facilitating difficult conversations.
Most family conflicts are not really about things or money. They start with missing information, unspoken expectations, and grief that amplifies all of it.
I give you the information you don't even know you don't know, without the cost of sitting in an attorney's office wondering what questions you forgot to ask.
I'm personal, direct, and unafraid of the conversations most people avoid.
STILL NOT SURE?
Frequently Asked Questions
Is this something I do on my computer?
Not for this experience. Paper and pencil are the winners! The finished product is a physical system you put in a safe or a secure place, not something stored online. Your family should be able to find this without needing a password to get to it.
What if I can't make a live session?
Every session matters because we're building on the night before, but life happens. Reach out to me directly and we'll make sure you don't fall behind.
Does this give my trusted person legal access to my accounts?
No. This experience helps you document what exists, where information is stored, and where your trusted person should begin. Legal authority comes from account ownership, powers of attorney, and other legal documents.
Will I share my passwords or account numbers during Zoom?
No. You will never share passwords, account numbers, or private financial information during our sessions. You will complete your worksheets privately and choose a secure place to store them.
What if I sign up and realize it's not for me?
You have a full refund available after two sessions. That gives you two full days to experience the work before you commit to finishing.
Your family deserves clarity.
You deserve peace of mind.
YOUR PRIVATE ACCESS EXPERIENCE INCLUDES:
Five live 60-minute Zoom sessions
Nine guided account worksheets
Your completed Account Access Guide
An Emergency Contact Page
Direct guidance and time for your questions
A storage plan for your finished guide
Enrollment is limited to five women so everyone receives personal guidance
and time for questions.
Investment: $297
P.S. If you enroll in Nothing Left Undone by October 5, the full $297 you paid for The Private Access Experience will be credited toward your enrollment.
Registration closes at 12:00 PM Central Daylight Time on September 14, 2026.
My Finish-It Guarantee
I want you to walk away from this experience with a completed Account Access Guide in hand ready for your family. If you show up, do the work, and finish all five sessions and still do not feel confident in what you have put together, I will work with you in a private follow-up session at no extra charge to make sure it is finished.
If you attend Day 1 and Day 2 and discover this is not right for you, email me and request a full refund through the end of Day 2, no questions asked.