People say they want their affairs “in order”—but what does that actually look like? Better yet, how do we navigate this sensitive area?

During this roundtable we’ll dive into the messy middle of death—the place where paperwork, people, and planning collide. Where a missing signature or outdated will or trust can leave even the most well-meaning families in a tailspin. Where what we meant to do doesn’t always match what we managed to get done. Where important things fall through the cracks—not because we didn’t care, but because we didn’t know where to start, what to prioritize, or how much was at stake.

Who should attend? The “WE” in our title invites individuals with a stake in these conversations (now or in the future) including, but not limited to:

-> Adult children, caregivers, and family members navigating end-of-life care today in person daily, on-occasion or remotely
-> Solo agers looking to build a team and a plan
-> Those handling an estate right now (or who have been named as executor or trustee)—and wishing they had a better roadmap
-> Any mortal that’s procrastinated (you’re not alone!) and want to get moving

You'll go home understanding (and with tools to SHARE):

->What happens when there is no plan at all, even for the seemingly most simple of situations / estates.
->How to avoid unintentional harm-like freezing bank accounts or triggering family riffs.
->Why the right documents (trusts, wills, Power of Attorney’s, Advance Directives, etc.) matter more than other documents in the grand scheme of things.
->What you should do before naming your adult children, nieces/nephews, best friends, or exes in legal roles.

Bring your spouse, sibling, neighbor, friend, co-worker and pickle-ball rivals!

Let’s all lean into these conversations together. This roundtable is presented by the Pre-Dead Social Club with the following roundtable guests.

Bailey Goldberg is an estate planning attorney licensed in New Hampshire, Maine, and Massachusetts, and part of the experienced team at Donahue, O’Connell & Riley. With more than a decade of practice, he helps clients craft tailored plans that preserve wealth, minimize risk, and reduce the burden on loved ones during already difficult times. His work spans everything from simple wills to complex trusts and multi-state gifting strategies.

Bailey brings a calm, compassionate presence to what can often feel like overwhelming terrain—because behind every legal document is a family trying to do right by each other. When he’s not helping clients plan ahead, you might find him teaching yoga at Humble Warrior in Exeter, reminding us all to breathe through the hard stuff.

Amy Hammershoy is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with Edward Jones, where she helps individuals and families navigate major life transitions with clarity and confidence. Her professional expertise is shaped by personal experience: she and her husband became full-time caregivers for her mother-in-law during her decline with Alzheimer’s. Amy understands the emotional and logistical weight of caregiving while balancing careers and life’s demands—and how vital the right support and planning can be.

A lifelong Seacoast resident, Amy is deeply rooted in her community. She serves on several local boards and committees, including the Alzheimer’s Association, aligning her volunteerism with her belief that good planning is a form of care—for ourselves and those we love. Her practice includes a focus on Intergenerational Planning and Special Needs Financial Considerations.

Kyle Perzanoski is a Relationship Officer (Bank Manager) at BankProv, where he helps individuals and business owners simplify their banking, build trust, and plan ahead—before surprises become emergencies. While not everyone has an estate attorney or financial planner, nearly everyone has a bank account—and Kyle knows that’s often where the ripple effects of illness or death hit first. From frozen funds to unclear authorizations, he’s seen how quickly financial access becomes a major stressor when plans and paperwork aren’t in place.

With a background in business development, marketing, and cash management, Kyle offers clients clarity, compassion, and a sense of humor. He regularly hosts educational events and supports community nonprofits. Outside the bank, he’s a certified yoga instructor, music and film enthusiast, and proud cat dad of four.

Facilitated by:
Laura Cleminson, is the Founder of the Pre-Dead Social Club, an INELDA-trained death doula, hospice volunteer, and a member of the NH Health Care Decisions Coalition. Through hundreds of conversations at PDSC events, she’s heard it all: “I thought I had it covered,” “I’m totally winging this,” and “I don’t even know how to start the conversation.” Her mission is to change that. Laura believes we need consistent, compassionate spaces—long before a crisis hits—to explore what dying well actually takes. Because a peaceful, supported death isn’t just about paperwork—it’s people-work. And it starts with talking.