Experienced Guidance. Meaningful Connection. Life's Transitions.
At Mimi's Porch, we bring practical expertise and compassionate perspective to life's transitions—whether you're preparing for what's ahead or navigating unfamiliar territory today.
Through personalized advising, professional fiduciary services, family preparedness education, and facilitated conversations, we help individuals and families find clarity, navigate complexity, and make more room for what matters most.
All services are confidential, and personal information is treated with care and discretion.
Trust Administration Advising (Family Trustees)
The responsibility may be yours, but figuring it all out doesn't have to be.
Serving as trustee for a loved one can be overwhelming, especially when balancing work, family, and everyday life. Mimi's Porch offers experienced, compassionate guidance to make trust administration more manageable, efficient, and less stressful. Mimi's Porch offers personalized guidance to make trust administration more manageable, organized, and efficient.
Our advising helps you:
• Understand your responsibilities and prioritize what needs attention now versus what can wait.
• Save time and stay organized by establishing clear next steps, practical systems, and a manageable approach to administration.
• Communicate effectively with beneficiaries and family members, promoting transparency and minimizing misunderstandings and potential conflict.
• Navigate accounting and reporting expectations with guidance on recordkeeping, reporting formats, and working with qualified professionals.
• Make the most of professional resources by understanding when to involve attorneys, CPAs, and financial advisors, and how to prepare for productive conversations.
We begin with a 90-minute consultation to understand your circumstances, identify priorities, and establish a practical path forward. Optional ongoing advising provides biweekly check-ins to review progress, address questions, and help you stay on track.
You remain the trustee and decision-maker. We help make the journey more manageable, so you can fulfill your responsibilities without letting them consume your life.
Fiduciary Services
Mimi's Porch provides thoughtful, personalized fiduciary services rooted in integrity, compassion, and respect for the individuals and families we serve.
• Financial Power of Attorney
• Trustee and/or Executor
To ensure the highest level of attention and care for our clients, we selectively consider new fiduciary appointments through introductions from trusted professional referral partners.
New appointments are considered by professional referral only.
*Fees: Hourly rates range from $150 to $350, billed in tenth-hour increments based on the level of skill required to complete the task. Fee schedule available by request.
Family Preparedness Workshops
Preparing for life's transitions, together.
Thoughtful preparation is one of the greatest gifts we can give ourselves and the people we love. Our Family Preparedness Workshops are being developed to help individuals and families navigate aging, caregiving, changing responsibilities, and the conversations that matter most.
Designed for virtual participation and in-person community settings, these interactive workshops will offer practical tools, meaningful conversation, and approachable steps toward greater clarity, confidence, and peace of mind.
Currently in development. We welcome inquiries from community organizations, employers, and potential collaborators.
Porch Circles (Guided Small-Group Conversations)
Life's transitions aren't meant to be navigated alone.
Porch Circles are intimate, facilitated gatherings that bring people together for meaningful conversations about the experiences that shape our lives. From aging and family relationships to grief, belonging, and life's many transitions, these circles create space to slow down, share perspectives, and discover connection through our shared humanity.
Rooted in curiosity, compassion, and community, Porch Circles invite us to listen, reflect, and remember that we don't have to navigate life's journey alone.
An emerging offering at Mimi's Porch, with opportunities for virtual and in-person gatherings.