Estate Organizing

Today’s families have extremely busy lives and when a loss occurs it is it is not only difficult to take the time required to deal with the estate of a loved one but those involved often lack the skills to make this happen. Add emotions and relationship issues and often things get delayed. This means further pain in the form of stress, blame and the costs associated with maintaining the estate until sale and allocation of belongings.

The Estate Organizing Seminar will discuss two stages of estate organizing:

1. Preplanning
2. When the crisis or loss occurs

Both can be difficult and time consuming especially when the responsibilities of such tasks fall to a single family member. Many of us don’t want to think about this transition in our lives and delay or fully neglect any preparations leaving family with emotional and financial headaches. 

We will discuss how to:
• Create a map to navigate the sea of information
• Identify decisions that need to be made
• Organize important and vital documents for the future –wills, Power of Attorney and other written instructions for ease of retrieval
• Set up ways to communicate with family members and plan the conversations that need to happen

Other topics discussed:
• Sorting contents of a home
• Organizing collections, mementos and photographs
• Facilitating appraisals and inventories
• Making arrangements for dispersal of items to heirs, family, friends, for sale or donation
• Helping with utility and address changes
• Assisting with selection of a realtor
• Overseeing repairs and renovations
• Arranging cleaning as required
• Staging the home for a faster and more profitable sale
These topics will give seminar participants a complete overview of the different issues involved in preparation of an estate.  Attendees will leave with a clearer sense of what must be accomplished and how to navigate these sensitive issues.

Description of topic(s) to be addressed
• Create a map to navigate the sea of information
• Identify decisions that need to be made
• Organize important and vital documents for the future –wills, Power of Attorney and other written instructions for ease of retrieval
• Set up ways to communicate with family members and plan the conversations that need to happen

 

Sitemap