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.
Peace ♥ Harmony
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