loss of a loved One
The loss of a loved one, whether expected or sudden, may leave loved ones in a state of disabling grief.
Tasks requiring immediate attention may be impossible for the grieving, leaving them at loss for what to do next..
Why estate organizing services ?
Eases burden for grieving loved ones
respect for decedents possessions
quickens settlement process
neutral party for distribution
conduct full inventory of home, assets, personal items (written and/or digital image catalog)
provided for probate processing
executor and/or estate attorney
assist family with connecting with estate attorney (help find one if necessary)
connect with beneficiaries or work with estate attorney to verify
implement decedents wishes according to will (carry out related tasks)
dissolution/ distribution wishes
establish timeline - project plans - expectations
establish written plan for organizing estate and personal items
planning for property during closure/settlement (paying bills, property upkeep, forwarding mail etc).
keep executor, family or attorney updated on progress of asset management
collection of important documents:
permission letters or limited POA if needed for financial closure, deeds, account information, vehicle registrations, keys, antiques, valuables, electronics, receipts, invoices, jewelry, artwork, heirlooms
distribution plan for items not specifically mentioned in estate plan
management of family 'auction' of items not specifically mentioned,
real estate sales - large asset sales (vehicles)
secure real estate professional
home/real estate appraisal
arrange repairs - prepare to be sold
home clean out
Trust ME: Mediation & Estate Organizers is a member of National Association of Productivity & Organizing professionals and Professional Fiduciary Association of California. When creating a personalized approach to serving our clients, we may connect to specialists in these organizations based on certain individual needs of our client.