Compassionate Planning, Support, and Legacy Work for Life’s Most Important Transitions
At Mimi’s Porch, we provide holistic, heart-centered support for individuals and families navigating aging, death, and legacy. Whether you’re planning ahead, stepping into a caregiving role, or preparing for end of life, we walk with you - offering clarity, structure, and care every step of the way.
1. Holistic Coaching (Advanced Planning & Life Transitions)
This service blends emotional support with practical structure - ideal for individuals or families feeling lost, overwhelmed, or uncertain.
How Our Coaching Can Support You:
• Planning Ahead with Confidence: Prepare for the future by clarifying your values, wishes, and legacy projects so your loved ones feel supported and clear. Find peace knowing you have both the paperwork and the deeper conversations in motion.
• Navigating a Family Transition: Receive guidance and tools to reduce stress, improve communication, and create meaningful memories during a major life change. Supporting your family through not only managing the logistics but also deepening your sense of connection, leaving your bonds stronger and closer.
• Supporting a Loved One from Afar: Find peace of mind with a clear plan, local resources, and caregiving strategies that honor your loved one’s wishes - even from a distance. Have confidence knowing a thoughtful plan is in place.
• Embracing Purpose in Retirement: Rediscover your passions, design a fulfilling next chapter, and create projects that celebrate your legacy. Discover not just a plan, but a renewed sense of joy and purpose.
• Choose Your Own Adventure: Collaborate with a trusted advisor to receive support in an area of life that is uniquely yours.
Our coaching is designed to meet you where you are and is tailored to fit your needs.
2. Fiduciary Services
Professional, ethical support in legal and financial roles when trust and neutrality matter most.
• Power of Attorney (financial or healthcare)
• Trustee and/or Executor
• Trust Administration Support for Family Trustees/Executors
*Offered in Santa Barbara County only. Pre-requisite of Life & Legacy Planner required for POA, Executor and/or Trustee appointments.
3. Estate Planning Pre-Prep Support
Helping you gather the essential information before meeting with an estate attorney.
• Inventory of assets, liabilities, and digital life
• Clarification of goals and family dynamics
• Support with organizing legal, medical, and financial documents
• Education and empowerment before legal consultation
This saves time, reduces stress, and ensures your legal team can create a plan aligned with your values.
4. Life & Legacy Planner Preparation
A comprehensive, organized resource to guide your loved ones and legal representatives—making sure your voice is heard, your values honored, and your wishes clearly known when it matters most.
Creation of a custom Legacy Binder or Digital Legacy Plan
Organized documentation of financial, medical, legal, and personal information
Instructions and preferences for end-of-life, estate, memorial, and beyond
Contact list of key advisors, passwords, account details, and essential documents
This is a generational gift - a tool that brings clarity, reduces confusion, and protects your loved ones from unnecessary stress and conflict.
5. Legacy Projects
Personalized projects that capture your essence, stories, and values - beyond material assets.
• Ethical wills and values statements
• Storytelling sessions and legacy interviews
• Personalized rituals or ceremonies
• Audio, video, or written memory keepsakes
• Memorial planning and guidance on how you wish to be remembered
These projects help you leave a legacy that’s rich in meaning, not just money.
6. Death Doula & End-of-Life Support
Non-medical companionship and planning support during the final phase of life - for individuals and families.
• End-of-life coaching, emotional and spiritual preparation
• Vigil planning, ritual creation, and bedside presence
• After-death care wishes & body disposition coordination
• Grief support and guidance for families
• Compassionate companionship
*Bedside presence offered in Santa Barbara County only
7. Daily Money Management
Practical, trustworthy support for everyday financial tasks and family communication - especially helpful for aging adults, busy professionals, or loved ones managing from a distance.
• Organization of household finances, budgets, and records
• Bill pay support, account monitoring, and fraud protection
• Assistance with insurance claims, medical billing, and reimbursements
• Acting as a local family liaison for out-of-town relatives
• Guidance in maintaining independence while reducing overwhelm
This service provides peace of mind by keeping the day-to-day in order, bridging the gap between family, finances, and caregiving. It’s about reducing stress, protecting dignity, and allowing families to focus on connection rather than paperwork.
All services are confidential and information will only be shared with designated individuals.