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WHAT WE DO

1 You contact us.
2 We phone you for an initial conversation and to arrange a time to meet in-person or online.
3 We meet to find out more details about your situation.
4 The Assessment Form is used to send us additional information.
5 We present a plan on how we can help you best.

​SENIOR ADVISORS

will meet with you online or in person. You can tell them what has happened, what you could use help with, and what needs to be done to tie up the affairs of your loved one. The next step is to review the assessment form, and make a plan for you to decide what you would like us to do.

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ESTATE ADVISORS

are professional people that can meet with you by phone or online, such as estate managers, attorneys, accountants, and other highly qualified professionals.

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ASSISTANTS

are knowledgeable individuals and workers to help you physically get stuff done. and experienced professionals can be arranged in your area to help you in person.

Video Call

FUNERAL AND MEMORIAL ASSISTANCE

  • Funeral home selection and management

  • Burial and cremation choices

  • Memorial activities and services

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IMPORTANT MATTERS THAT NEED ATTENTION

  • Obtaining death certificate and copies

  • Identifying and protecting financial accounts

  • Government issued documents such as drivers license, social insurance numbers, or other

  • Household accounts such as water, gas, electric

  • Insurances such as life, automobile, and home owners

  • Medication disposals

  • Citizen documents and permits such as passports

  • Work benefits, retirement accounts, charitable donations records

  • Financial loans, funds, stocks, bonds, and other proof of assets documents

  • Marriage licenses, adoption documents, and other family relationship papers

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ESTATE MANAGEMENT 

  • Assess the estate

  • Keep or sell the house(s)

  • Keep or sell vehicle(s)

  • Consult with financial advisors

  • Consult with estate attorneys

  • Work with real estate professionals 

  • Evaluate and appraise properties

  • Review wills, living trusts, and other inheritance

       related documents and testaments

  • Work with executors, trustees, and administrators

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VITAL DOCUMENT AND PAPER ORGANIZING

  • Gather important and legal documents, and help you locate and organize them

  • Organize and manage papers, such as financial, medical, and household documents

  • Organize digital information, access computers, cell phones, and other digital devices and set up the data in a single place to digitally organize and protect all the information

  • Personal property inventory, take photos, graphically document belongings and assets​​

Papers

SALE OF HOUSE AND RELOCATION

  • Space planning for new home

  • Helping decide what to take to new home, and what to do with unwanted items

  • Act as a liaison for house movers, realtors, family members, estate companies

  • Manage document shredding

  • Packing and arranging for charity pick-ups

  • Arranging for items being dispersed and/or shipped to family members 

  • Creating a detailed inventory of belongings 

  • Assist with change of address and utility transfers

  • Staging occupied home before listing

  • Day of Move

  • Manage the movers

  • After moving, unpacking, connecting electronics, making beds, organizing new home

  • Clean out the rest of the items left behind at former home

  • Arrange for cleaning services, meet contractors

  • Ongoing organizing & lifestyle management services

Moving Day

ORGANIZING THE HOUSE

  • Reduce overall clutter in the house by helping you make decisions on what to keep and what to let go of

  • Kitchen pantries and refrigerators, clean out and/or reorganize

  • Organize closets, edit, sort, donate, or sell what is no longer needed, and organize the rest

  • Check bathrooms for anything not working

  • Check condition of appliances such as refrigerators, air conditioners, washers, dryers, and keep or sell

  • For home office, simplify the space and reduce papers by shredding and recycling

  • Decide what to do with the now extra bedrooms

  • Check garage, attics, and storage areas

  • Sell or donate books

  • Selling or donating furniture

  • Care for or rehome pets

  • Meal preparation

  • Housekeeping

  • Childcare

  • Grocery shopping

  • Running errands

Packing Food in Boxes

REFERRING PROFESSIONALS

  • Real estate brokers

  • Property managers

  • Attorneys

  • Estate planners

  • Financial planners

  • Certified public accountants

  • Lenders

  • Estate liquidators

  • Title companies

  • Insurance agents

  • Financial advisors

  • Estate attorneys

  • Real estate professionals 

  • Property appraisers

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