Plan For Later.
Live For Now.
So Much More Than Estate Planning
Sunset Planning is your steady partner in end-of-life planning and executor support, helping you get organized with clarity, compassion, and greater ease, so can live more fully now and leave less to untangle later.
Clear, prioritized next steps
so this does not live on your to-do list forever.
Compassionate accountability
& motivation,
so you actually finish.
Simple tools and systems,
so everything is easy to find when it matters.
How We’ll Work Together
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Gathering important information for will and trust creation
Learn common terminology and concepts around estate planning so that will and trust creation with a lawyer can be more efficient and effective.
Real conversations to explore your medical and quality of life values in case you are unable to make decisions for yourself
Discuss the essential qualities needed in the people you choose to be the important decisions makers around medical, financial and guardianship needs
Have made all the important practical and emotional decisions to create your end of life planning documents before you meet with a lawyer
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Learn about the many options about what to do with your body after you die and decide what the best decision is for you and your family
Create your memorial service, as in detail as you like, so that your loved ones don’t have to do event planning and project management while grieving
Choose location, food, flowers, music, passages, ceremony elements or rituals to include in your memorial. Create playlists, photo streams and videos to be shown.
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Creating secure digital and physical organization hubs for all of your important documents and information, both for you and your executor
Properly secure, organize and store important documents, including will and trust, health care directives, birth/death/marriage certificates, passports and more
Memorial service plan
Guides for caring for the children, pets and adults in your care
Maintain lists of current accounts, subscriptions, medications and important contacts
Create a secure place for passwords using a manager or hard drive, as well as a physical masterlist
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Develop projects to implement while you are alive so that you ensure leaving a lasting impact on your friends, family, community and the world
Examples:
Art project where each important person to you receives a piece of your art
Letter portfolio containing letters for each of your loved ones
Creating traditions with loved ones in the form of trips, gatherings or celebrations
Choosing organizations to volunteer with, donate to, fundraise for or become a board member or direct participant in
Identify your core values, bucket list experiences, most important relationships to nurture and central interests to help you live your life in alignment with who you are and what you want most to be
Brainstorming and referrals for financial legacy planning
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Personalized, prioritized and ongoing task list to take care of all of your loved one’s estate’s needs
Provide referrals to lawyers, financial advisors, tax professionals, home organizers, and grief support
Help to create a meaningful memorial services based on the wishes and traditions of your loved one
1:1 support in executor duties. Some examples include:
Creating estate accounts
Reviewing paperwork
Notifying agencies
Closing accounts (streaming services, utilities,
Managing financial areas such as asset inventory, final accounting, gathering tax information
Distribution of belongings
Transferring
Even the end is beautiful ☀︎
Even the end is beautiful ☀︎
I’m Honored To Be Your Guide
I’m Monica Welty, founder of Sunset Planning and your guide for comprehensive end-of-life planning and executor support. After being my father’s executor and experiencing the frustration and overwhelm of that responsibility, I created Sunset Planning to help you face the practical and emotional parts of planning with support, clarity, and ease. A solid plans leaves you with less anxiety about what will happen after you die and gifts your loved ones with an easier experience of managing your affairs.. My practice is singularly focused on planning and support so that you get thorough expertise and attention to your process.
My certifications include:
National End of Life Doula (NEDA) Certified
Training with Professionals After Loss Services (PALS) in Oct 2026
Going with Grace Graduate June 2025
Coaching background since 2007
Massage Therapist since 2006
The Sunset Planning Ethos
End-of-life planning can be efficient and relieving.
We do this by creating clear, prioritized, streamlined and personalized task lists and processes for clients to follow
Executors are holding a lot while also needing to grieve.
By supporting people with clear, personalized and prioritized task lists and processes, providing resources and gathering necessary information, the executor has more time to focus on their own grief, their loved ones and their own lives.
Simple, easy, and clear process for you.
Receive a comprehensive list of everything that needs to be done and in what order agencies need to be contacted, accounts closed or opened, etc.
Together we will shift toward increasing comfort around death and improving cultural grief literacy.
We value honesty and authenticity in communication and relationships, within the organization and with clients.
Included With All Packages
Free 30-minute consult
to understand what you need and what to do first.
Guided 1:1 sessions
with clear goals and easy-to-follow homework.
Personalized task tracker
so you always know your next step.
Between-session support
for quick questions and momentum.
Package Options
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$600 investment
Up to 4 hours of 1:1 support with Monica
Best for will and advance directive decisions. Plus trust readiness and core planning.Package includes 3 consecutive months of support. Plan on 2-3 hours per week, including 1:1 and coworking hour.
Packages include:
3 consecutive months of planning support so you get it done!
Weekly, virtual co-working hour to complete your tasks, ask Monica questions & be in community
Unlimited texts and emails to answer your quick questions and keep momentum
Detailed Task Tracker so you know exactly what to work on and how to prioritize
Session summary and meeting recordings so you don’t have to remember everything
Prescheduled sessions across the three months for a clear timeline for completing tasks
Personalized research and resources for your individual needs
Educational handouts and checklists to stay informed and organized
Compassionate support to keep motivated and get this important work done
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$1000 investment
Everything included in Essentials Package plus:
Up to 8 hours of 1:1 Sessions with Monica
Best for comprehensive planning, memorial details and secure organization of important documents.Package includes 3 consecutive months of support. Plan on 4-5 hours per week, including 1:1 and coworking hour.
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$1400 investment
Everything included in Essentials and Complete Care Package plus:
Up to 12 hours of 1:1 Sessions with Monica
A comprehensive end-of-life plan plus a meaningful legacy project.Package includes 3 consecutive months of support. Plan on 5-6 hours per week, including 1:1 and coworking hour.