Testimonials

Hear what my clients have to say

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JoAnn B. & Marvin T.

I retired in Dec 2020 and my first goal was to take the time to organize all of my personal affairs in such a way that if something happened to me or my spouse someone would be able to pick up the pieces without much difficulty.

I heard that Sandra Batra had started a service that did the very thing I was dreading to do so I decided to engage her services. Sandra was incredibly professional, trustworthy and organized (not to mention patient).

Working with Sandra we created our Life Resource binders. While we know the Binders will be valuable to our family when we have passed we have come to realize how incredibly valuable and beneficial they are to us now. We don't always remember details about how we have set things up and how bills are paid, so having our important information organized in one place was an unexpected benefit that we had not anticipated. Our binders are an essential resource that we turn to frequently and will no doubt be essential as we age.

I can't emphasize enough how important it was to add this organizational tool into our life and how amazing it was working with Sandra. She always maintained a calmness that made the organizational tasks both easier and more enjoyable than I could have predicted. Everyone should have a Life Resource Binder.

JoAnn B. & Marvin T.

Our binders are an essential resource that we turn to frequently and will no doubt be essential as we age.

I can't emphasize enough how important it was to add this organizational tool into our life and how amazing it was working with Sandra.

Bill & Sally G.

My wife and I really respect the dedication, organization and results that Sandra provided.
The step by step process removes the dread of tackling the project. We worked on it a step at a time and the process was completed. Her program provides a necessary, organized path to crucial information in a convenient, accessible location. Sandra's guidance through the process of accumulating the information led to some additional benefits. All in all a pleasant, rewarding experience working with Sandra.

Bill & Sally G.

My wife and I really respect the dedication, organization and results that Sandra provided.
The step by step process removes the dread of tackling the project.

Raymond A. & Tamar F.

Under Sandra’s guidance, my wife and I recently completed our Life Transition Binders.

It is a relief to know we now have one central location of our most important documents. The binders include our living wills and trusts, life insurance policies, property information, financial matters, medical information, social security data, and professional contacts.

During the course of preparing the binders, Sandra brought to our attention a number of important issues we had not considered. In our discussions, she offered suggestions for how to deal with these.

We believe the binders will be one of the most important gifts we can give our children. We trust it will spare them the problem of locating documents and making difficult decisions during a stressful and emotional time.

Sandra is a true professional who offers a unique service. We recommend her without reservation.

Raymond A.

&Tamar F.

It is a relief to know we now have one central location of our most important documents ... We believe the binders will be one of the most important gifts we can give our children.

Norma & Chris F.

Ms. Batra with her professional business background was very smart, helpful, insightful, prompt and accurate in organizing our melange of financial paperwork, insurances, household management and executor documents. She reworked our materials to present in a consistent, highly readable format and identified some alarming lacunae in our prior efforts. We now have peace of mind that we are much better prepared for sudden life transitions as we age in place. Her materials also help us more effectively manage our affairs going forward. We highly recommend her services as a dependable, honest, careful and thorough professional. Ms. Batra is also very personable, experienced and perceptive about family dynamics. She is very effective and a real pleasure to work with.

Norma & Chris F.

We now have peace of mind that we are much better prepared for sudden life transitions as we age in place. Sandra's materials also help us more effectively manage our affairs going forward.

Ann Q.

When my husband passed away suddenly four years ago, I did not know where to look for all necessary documents. He had been the organizer of all our important papers. It was an extremely stressful and difficult time. Documenting all of my important papers and identifying a way to simplify and organize the process was something I had been thinking about for some time. I did not know how to start the process. Sandra Batra was truly a gift using her background in the insurance field and her natural organizational abilities, she made it happen! She created a tool which brings all my information into one binder. When needed, my family will have everything they need at their fingertips. She is knowledgeable and respectful of personal data and allowed me to complete the information in my binder at the conclusion of our work together.

Ann Q.

Sandra Batra was truly a gift using her background in the insurance field and her natural organizational abilities, she made it happen!

Paul &

Debbie

All adults know they should have an up-to-date Will. Also, we know that we should have a Health Care Proxy in place. And our financial papers should be somewhere our loved ones could find them in the event of a family crisis. We all know what we should do, but I’ll bet most people reading this have promised themselves to do all these important things “one of these days”.

My husband and I recently had the pleasure and good fortune to work with Sandra to make use of her expertise and organizational skills to get these tasks completed. Sandra gently guided us through a thorough list of action items with the end product being a personal binder for each of us containing all necessary documents, directives and personal wishes to guide our family through a loss of either one of us. Sandra did all of this while respecting and protecting our personal information such as passwords and finances. Sandra has a proven process to ensure all needed areas get addressed, that all documents are where they need to be and can be found when needed. Her organizational skills and her encouragement to get these many steps completed were so helpful to us. She is very pleasant, professional, and a joy to work with. We enthusiastically encourage you to make sure you are prepared, and to choose Sandra Batra as the resource to help you achieve this goal.

Paul & Debbie

Sandra has a proven process to ensure all needed areas get addressed, that all documents are where they need to be and can be found when needed. We enthusiastically encourage you to make sure you are prepared, and to choose Sandra Batra as the resource to help you achieve this goal.

Carole W.

My husband took care of all our affairs. He paid all the bills, knew all our investment details and pension facts, and I knew very little. I didn’t work on a computer and was totally overwhelmed with the thought of having to uncover and learn everything. Sandra Batra worked with us to record all the facts in an organized, logical way. She was patient and methodical and streamlined the whole process. She was not intrusive but she helped us understand what official documents we needed and her insightful questions and suggestions helped us record our details in the most logical way. My husband has since passed away and I am so thankful we went through the process of creating a Life Transition Binder; I honestly don’t know what I would have done without it. It is the best resource I have and I use it continually to guide me and my family as they assist me now.

Carole W.

I am so thankful we went through the process of creating a Life Transition Binder; I honestly don’t know what I would have done without it. It is the best resource I have and I use it continually to guide me and my family as they assist me now.

Peter & Isabell W.

I have nothing but good things to say about Sandra and her business. After having 2 grandchildren, I realized that we should put our affairs in order for the benefit of our family and for us to be able to easily access all our important information.

Sandra made the process easy with her guidance and relevant questions. She gently guides you through the process of properly documenting all the information you may need along life’s journey. Now, everything is at our fingertips.

I feel so much better knowing that if anything happens to one or both of us, the survivor/s will be able to properly and efficiently manage our estate and affairs by simply referring to our individual notebooks.

Peter & Isabell W.

J.Q.

Gathering, organizing and documenting all of my important information into a workable document was something I had wanted to do for a long time. Working with Sandra on the Life Transition Binder provided the structure and process that gave me the product I desired. She is professional, trustworthy, credible and a delight to work with; we even managed to complete the project during social isolation.

J.Q.

Working with Sandra on the Life Transition Binder provided the structure and process that gave me the product I desired. She is professional, trustworthy, credible and a delight to work with

Robin C.

I wanted to organize all my life details for a long time, especially after I got divorced, but just never got to it. Getting remarried made it even more important for me to get everything from two households combined into one central location; my Life Transition Binder is an incredible resource. Now I'm finally organized and it feels great! If I ever need assistance, my blended family will have no trouble finding everything they will need. It's such a relief!

Robin C.

my Life Transition Binder is an incredible resource. Now I'm finally organized and it feels great! If I ever need assistance, my blended family will have no trouble finding everything they will need. It's such a relief!

Adam B.

This is a great exercise that all families can benefit from, but I suspect few are thinking about. Sandra was instrumental in starting the conversation for us, provided a comprehensive checklist of the myriad items that may be applicable, and presented the information in a well organized fashion once completed.

Adam B.

This is a great exercise that all families can benefit from, but I suspect few are thinking about. Sandra was instrumental.