Estate Organization

Are you feeling overwhelmed and exhausted thinking about end-of-life planning?

We offer white glove assistance to help you organize and prepare your estate.

Why Seek Support to Organize Your Estate?

  • 1/3 of Seniors

    don't have a will or have never updated it

  • 40% of Adult Children

    whose parents have a will don't know where it is

  • 58% of Families

    experience disputes from inadequate estate planning

  • 46% of Seniors

    don’t know where to begin estate planning

  • Most Seniors

    want to age at home, but only 10% of homes are "aging ready"

  • 30% of Seniors

    live alone & 1/2 of those don't have someone to help them with tasks

What Our Clients Receive

  • Reliable & Convenient Coordination

    In-person and remote assistance as needed to prepare the estate

  • Custom Client Resources

    Personalized plan, task list, recommendations, and referrals

  • Estate Preparation Documentation

    Legal documentation, centralized repository of estate information

  • Property Preparation

    Home organization, filing systems, appraisals, and inventory

How does organizing my estate help me?

  • Have more control over your life as you age 

  • Get the care you need from the providers you choose 

  • Have more control and less fear of the dying process 

  • Feel organized, prepared and confident 

  • Leave the legacy you want to your loved ones, not one decided by courts

How does organizing my estate help my loved ones?

  • Know how best to honor and care for you 

  • Know exactly what you want to happen after you are gone 

  • Spend less time and money administering your estate 

  • Have more time to focus on grief and their love for you 

  • May reduce family conflict around your legacy

Our Estate Preparation Services Include:

    • Coordination of the creation of a comprehensive estate plan with you and your advisors

    • Completed Will, POA, MPOA, AD, and other legal documentation as needed

    • Important Document List and Filing System Summary

    • Memorandum of Personal Belongings to be kept with Will

    • Documentation of all accounts, including financial, insurance, social, health, bills

    • Documentation and organization of documents pertaining to health care

    • Account lists (financial, insurance, social, health, bills, etc.) (w/disclaimers on security)

    • Contact Lists for future executors

    • Organization, valuation, documentation of bequests and disposition of property, personal belongings, documents, and photographs

    • Belongings Inventory List

    • Belongings Inventory and Disposition List

    • Professional property appraisal

    • Coordination with junk haulers, estate sale managers, auctioneers, appraisers, antiques dealers, non-profit organizations, real estate agents, and digital archivists to be handled by us

    • Assistance facilitating communication with heirs

    • Facilitation of conversations with heirs handled as desired

    • Assistance creating a contact list for notification upon your passing

    • Coordination with estate attorneys, accountants, and other 3rd parties

    • Burial, funeral, and memorial service planning

    • Burial, funeral, and memorial plan and Letter to Next of Kin expressing wishes and documentation of planning

    • Assistance evaluating options for aging in place and end of life care

    • Aging/End of Life Care Plan

    • Assistance securing any support resources desired

    • Organized and decluttered home

    • Organized and labeled paper documents system

    • Shredding of all unneeded personally identifiable documents

    • Personalized Engagement Plan, Timeline, and Tasklist

    • An experienced sounding board as you develop your plans for your estate

    • Healthcare provider list

    • Contact/Account List (all property-related account vendors and contacts)

    • Conducting a thorough inspection of real estate to identify urgent issues

    • Offering ongoing property management services

    • Managing mail and communication with city services while the property is in estate

    • Coordinating repairs and improvements to prepare the property for sale

    • Assessing individual lifestyle needs for effective organizing

    • Implementing design ideas and hands-on organization strategies

    • Overhauling existing systems for better efficiency

    • Assisting with cleanouts and reorganizations, including storage system design

    • Helping with sorting and storage of various personal items

    • Providing guidance on what to keep, donate, or sell

    • Suggesting donation or consignment options for items

    • Organizing memorabilia for packing or repacking

    • Offering periodic "tune-ups" for ongoing organization

    • Assisting with downsizing, including move management and space planning

    • Developing space plans and layouts for new residences

    • Providing complete unpacking services upon moving in

    • Managing packing and logistics with moving service providers

    • Coordinating with realtors and repair personnel for property sales

    • Supporting decisions on what to retain, donate, or sell during relocations

Ready to Get Started?

Executor & Estate Organization Coaching

For those who prefer to do the work themselves, but want help managing the process, we offer coaching and support packages along with a personalized checklist and resource referrals.