Legacy Planning

In-Person or Virtual

Legacy Plan Consulting is for anyone at any age. Your Estate could represent one of the largest financial transactions of your life.

A high percentage of Canadians do not have critical documents or a plan in place in case of an emergency. There can be serious consequences as a result. 

With advance planning and document organization, your family, Power of Attorney, and Executors will be able to execute your wishes efficiently and without stress.

Compiling everything that your Power of Attorney or Executor needs can be an overwhelming experience. We are organizational experts who help to coordinate all of your important documents in one convenient, catalogued location: the Legacy Plan Organizer.

During the consultation, we help to guide you with the following:

• A comprehensive consultation, discussing over 15 categories
• A confidential review and discussion of individual circumstances and concerns
• Discovery and review of existing Estate Planning documents for potential updates
• Organization of documents using the Legacy Plan Organizer
• Documenting final wishes and direction for family members through the family meeting planner and discussion tips
• Additional resource tools provided to support your Legacy Plan
• Completed Legacy Plan Organizer binder as your final product

Our services are suitable for Powers of Attorney who wish to have guidance while facilitating care or individuals who are wanting to plan in advance, to provide peace of mind to loved ones.

Legacy Organizer 

The Legacy Plan Organizer is a practical guide developed through Darlene’s many life and work experiences. The Organizer is easy to use, flexible to change to your individual circumstances, and easily adaptable to future changes. 

We have created the workbook so you or someone else can step in and manage a person’s life in case of an emergency, health event, or death. In these situations, it is exceptionally difficult to operate with a lack of information, and it adds an extra burden to you and your loved ones.

None of us know when we will need this information, but life throws curveballs our way that we don’t expect. That’s why it’s critically important to be organized and prepared for the unexpected.

Aging-in-Place Planning

In-Person or Virtual

Are you or a loved one among the large number of Canadians who want to age at home safely, and for longer, in the place you love?

At Hello Darlene, we help you make this happen with guidance and support. We create a personalized roadmap of services specific to your needs to be able to age at home independently and to help support families during life transitions. We leave no stone unturned.

An emergency health situation, progressing physical limitations, or the loss of a loved one can all present challenges. Your support circle may need to include more than just family and friends.  

• One-to-one consultation to address concerns and resources
• Roadmap of Aging at Home resources & options
• Legacy Planning Document Organization
• Downsizing, rightsizing, or relocation planning for Plan ‘B’
• Home and community services information
• Senior Transition Organizer for future reference of resources
• Home Safety Reviews
• Companionship: Talks & Tea

Whether planning in advance or in an emergency situation, Hello Darlene connects seniors to services, including complimentary service providers such as realtors, legal services, meals at home, foot care, physiotherapy, home maintenance, moving services, and in-home care and concierge services.

Talks & Tea

Whether we are stopping by for a chat to ensure you are safe and well, or engaging in meaningful activities to create positive and enjoyable experiences, it is comforting to know that a friendly, professional companion can simply spend time with you or check on a loved one.

Visits are offered in-home, at retirement homes, in long-term care communities, and in hospital settings.

Aside from a friendly face visiting; we can also provide these other helpful services:

• Friendly visits with engaging conversation
• Activities with hobbies, games, colouring, crafts, reading, puzzles
• Support with planning, scheduling, and keeping appointments
• Assist with coordinating transportation needs
• Encouraging and planning social or fitness activities
• Coordinating and interacting with family members to facilitate virtual visits
• Home decluttering & wardrobe organization
• Facilitate and coordinate home maintenance services
• Assist with managing mail or paperwork
• In-home laundry support
• Fridge/pantry rotation

Companionship services are best suited for:

• Seniors living independently in their own home
• Seniors whose families may live far away and are unable to visit regularly
• Individuals post-surgery who have returned home & need extra support
• Older adults who feel isolated & need wellness check-ins

Retirement Living Planning

In-Person or Virtual

Hello Darlene helps older adults and families select the perfect Retirement living home and develop roadmaps to provide peace of mind for their potential relocation or transition to a retirement home or long-term care home. 

Our services are ideal for individuals who do not have family or support close by, those experiencing health concerns, or require a lifestyle change. We also help support caregivers and Powers of Attorney navigate the complex journey of finding solutions. Hello Darlene is your expert resource for Retirement Home Research, Retirement Housing options, Assisted Living, or Memory Care facilities.

• Discovery session including care and residence needs assessment
• Budget and costs review of retirement living options
• Researching options available across Canada
• Coordinate Residence Tours
• Coordinate downsizing, relocation, move planning
• Family liaison
• Referrals to trusted services and programs
• Legacy Planning Document organization

Hello Darlene offers extensive cross-Canada Retirement Living Advisor resources to be able to assist you and your family with seamless services.

Darlene represents Northern Ontario as a Member of Eldercare Planning. Our members are experts in senior living navigation and placement, and also assist families with downsizing, estate planning, eldercare planning, transitions, home safety, and much more.

Darlene is a registered member of the Professional Organizers of Canada. As a Trained Professional Organizer, I abide by the POC code of ethics. 

Click to read the POC Code of Ethics.