Satisfied Clients

People who care about their heirs

“After my dad died, we discovered he had given us the gift of leaving everything in order. I knew I wanted to do the same thing for my heirs.

“However, I didn’t want to waste time figuring out what information to include and how to organize it, so I hired Amy Praskac. She provided the structure and included details about Austex Websites that I would not have considered. She gave guidance at every step and was proactive in following up.

“Amy provides a valuable service. I highly recommend On the Record Advance Planning to anyone who cares about their heirs.”

Steve Cook, owner of Austex Websites

People who need a guide

“Amy Praskac was a good guide through the process of gathering and organizing my records, something I found daunting. She was always direct about the next step and clear about how to take it. She set time limits and was good about telling me, “Let’s finish it.”

“I believe Amy is a pioneer in this kind of records organizing. The compiled notebook looks tiny, but there’s a lot of information in there. She offers a great service that I found extremely valuable.”

Lisa Belli, leaving a gift to her partner

People who want someone to keep them on track

“The combination of phone calls and e-mails was perfect to keep us on track. Amy Praskac was clear about the process up front so there were no surprises. Her integrity comes shining through as she was completely professional in every aspect of our work together.”

“We feel it doesn’t matter what age you are or whether you are married or single, everyone needs to be prepared. Most of us have the information somewhere, but need some help to ensure that it is complete and organized.”

Dave and Cory Duty, now feeling on top of things

People who desire peace of mind

“Left to my own devices, I would have procrastinated about organizing my documents after my husband died. Although the fee seemed a little high at first, it proved to be worthwhile. Amy Praskac was very thorough and included information that I would not have considered. I didn’t always see where the process was going, but it became clear as we worked together. Amy gave me manageable assignments and reasonable deadlines to complete the project on time.”

“I am very happy with the results and now have an excellent tool that my family and can use. This has given me peace of mind—priceless!”

Laura Lucas, restructuring my life

Read about Recordkeeping