Estate &

Asset 

Organizing

What does 'estate or asset' organizing mean?

 works with individuals, families, estate attorneys, fiduciaries, trustees and even out of town beneficiaries to identify and gather assets and documentation needed to create estate plans or to settle one. 

estate & asset organizing

TRUST-WILL-PROBATE assets

separating assets (divorce - partner- business)

organizing after the loss of a loved one

Estate & Asset Organizing

  • estate valuations

  • charity/donation management

  • sorting, organizing, boxing, storing or assistance with selling items for trusts benefit (cars, motorhomes, etc).

  • distribution of personal items to family members 

  • liasion for estate attorney, financial planner or professional fiduciary (management, collection, distribution of estate assets)

Digital Organizing

scanning - digitizing 

  • photos

  • home - business files 

  • estate documents