Category Archives: paper management

Planning For The Time After We Have Passed . . . Brings Peace of Mind! Before

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Our Lifestyle Organizers specialize in handling the personal, tangible property items during the process of settling an estate, as well as assisting the professionals, individuals, and families involved.

When a client finds us, or an attorney first refers a client to our Lifestyle Organizer, the person has usually just suffered a loss. Not only is this person handling the new, and many times unexpected, issues at hand, but they are doing so while grieving. 

Everything seems harder and much more overwhelming in these circumstances. As a compassionate and experienced professional on your side in a complex and overwhelming process, a Lifestyle Organizer can be the perfect ally.

Lifestyle Organizers also offer hands-on, practical assistance in corralling the paper clutter that arises during the settling of an estate. 

Our Lifestyle Organizers can assist the clients of estate planners and attorneys by:

​ ☻Help clients find important paperwork that relates to their real estate, finances, wills, powers of attorney, and advance directive

☻Help them locate legal documents like birth, marriage, divorce, and death certificates or social security cards

☻Create an inventory of items that they want to leave behind for loved ones

☻Help them get valuable items appraised

☻Create a filing system to keep papers in order

☻Help them decide what papers can be kept, tossed, or shredded

☻Help them find uncashed checks or cash they’ve misplaced (it happens with almost every client!)

☻Organize their homes overall so that they can attain more peace in their lives

We especially love working with seniors and offer them compassionate, confidential, and affordable assistance that sometimes their own families cannot provide.  

Check me out here: Envision-Designs

The PDF below ↓↓↓ will get you started in organizing your essential paperwork.

lifestyle-of-essential-paperwork_pdfDownload

Peace ♥ Harmony

#estate #seniors #transitions #probatelawyers

What Can I Do For You?

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What is a Professional Organizer?

A professional organizer is more than someone who has a knack for cleaning. According to the National Association of Professional Organizers (NAPO), organizers use their expertise and tested principles to create custom systems for their clients. They teach organizing skills that help clients take back control of their environments, tame the paper piles, and keep their lives running smoothly with purpose.

A professional organizer can help with a variety of tasks, including:

  • Closet design
  • Space planning
  • Paperwork management
  • Cross-country, Local moves
  • Life Transitions (Hospital to Home, Home to Assisted Living, etc.)
  • Record management
  • Goal setting
  • Time management

 

Professional Organizers Can Help Organize & Simplify Your Life

If you’re not sure if a professional organizer is for you, see if any of the following apply to you. You might need a professional organizer when:

  • Your paperwork has overflowed onto your office floor or kitchen countertops.
  • A family member passes away and you suddenly have all of his or her belongings in your home.
  • Your pantry shelves are falling down and the door no longer shuts.
  • You’re moving and you need creative organizational solutions.
  • Your home needs an organizational redesign.
  • You want to be organized, but it never seems to actually get done.
  • You have collections that aren’t being stored or displayed how you want them to be.

A professional organizer is different from a house cleaner – Except here at CCHC, I specialize in cleaning in a logistical method in order to find simple storage solutions as I clean the space. Someone who just cleans your space will come in for a couple of hours, tidy up your things, and then will leave without making decisions about where items are more functional in a space. A professional organizer will come into your home and help create solutions to tackle your immediate organizational problems. Afterward, they will work with you to create long-term strategies so you can achieve success in this area of your space.

If you think a professional organizer can help you create an organize & simplify life contact me today @ (860)961-6824 or cchomeconcierge@gmail.com.

I would be thrilled to help you find clarity in life!

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The 3 Filing Phobias

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The 3-Fs

Besides the millions of excuses, there are three fears people have when it comes to files and piles of paperwork. I call these fears “The 3-Fs”.

  • Find a Name . . . for that baby! – If you don’t know what that piece of paper or that pile of paperwork is called it will be difficult to make a DECISION about the papers.
  • Flew The Coop!– People are so afraid to toss paper, for heaven sake you should DISCARD anything you may need one day or your son’s daughter may want Aunt Ida’s calendar from the store where they shopped at when her grandfather was young – before it closed . . .  in . . . 1950!
  • Fading Away! – This third one haunts many – if I file that paper in there it will DISAPPEAR forever never to be seen from again. Do . . . Do . . . Do . . .

Five Easy Steps To An Organized File System

  1. Categorize your files – Simple: Active or Inactive
  2. Write out a filing system on a piece of paper (Headings/Subheads)
  3. Physically set-up your file system – have all supplies on hand to prevent from stopping and starting the project. (upcoming post)
  4. Put the finishing touches on the system – label files, drawers, bins, closet shelves or container. (Prepare a file chart if others will be using file system)
  5. Maintain your system with a weekly routine (example: set a routing to have filing done by Friday afternoons).

3 Questions To Ask

  1. When is it used? How many times a day, a week, a month, a year do you handle it?
  2. What is it? Under what category does it belong?
  3. Where should it go? Near your desk? In storage? In a filing cabinet? Which drawer? The trash?

 

Happy filing!

XO Cheryl

Contact me to schedule a complimentary consultation today! I can help set up a file system in the home office or workplace (860)961.6824/ cchomeconcierge@gmail.com

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Find Me: FindMyOrganizer – CC Home Concierge Company

 

 

Motivational Monday Tip – Paper Process System

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See the source image

That sounds boring doesn’t it?

But, once you set up your own Paper Process System in your home or office, it will so exciting to know that every piece of paper that enters the home or office has a place and purpose.

Now, does that sound boring?

There are only 4 basis things you can do with a piece of paper:

  1. To Do
  2. To Pay
  3. To Read
  4. To File

That’s it – four basis decisions to make about every single piece of paper, magazine, newspaper that comes into your space. If you are dealing with a paper-problem in your home or office, make sure you gather up ALL papers from every room that are stashed on top of dressers, in closets, on top of refrigerators and kitchen counters, magazine rack in bathrooms, bookcases, cabinets. Put all the papers into a huge stack – if your stack is so high it is toppling, grab a big carbon box to put the papers. Once you have collected all of the loose papers and files in one area (one zone) – it’s time to sit down and methodically go through the papers, one piece at a time. Remember the 4 basis decisions of your simple paper process system. Once a piece of paper has been put into – To do, To pay, To read, To file, throw away the rest. This is the boring and tedious part of the process

Here are questions to ask when going through the papers:

To Do

  • Do I really need to do this?
  • Is it too late to do this?
  • Do I really want to do this?
  • Does anybody care if I do this?

To Pay

  • Has this already been paid?
  • Is there a problem with this bill that I need to look into?

To Read

  • Is there a sound reason I must read this?
  • Do I have time to read this?
  • Is this out of date?
  • Do I have more than three months’ worth of issues here?

To File

  • Remember that 80% of everything you file you will never look at again
  • Archival Files – include financial and legal papers that you are required by law to keep for a specific period of time, but that you are not using on a regular basis.
  • Current Files – include papers that you might use as a resource on a regular basis, and current financial, legal, and business or clients files.
  • Circular File – This file is also known as The Trash.

This paper process system I learned years ago – I took the system and repurposed it to accommodate my office and clients. The difference is I work in Zones – because it was overwhelming for many of my clients to see the big huge pile of papers, they would not want to sit and go through one piece at a time. But, when I redesigned the system to work in zones of the home or office, it was a much more successful process for them.

If you are looking for a Paper Process System for your home or office and you do not know where or how to start, I can help with my organizational coaching, where I am working with you throughout each zone of your home or office. Together we are going to get you excited about how to handle every single paper that comes into your space.

Peace & Harmony ~ Cheryl

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