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How A Professional Organizer Can Help Estate Planners and Attorneys

Contract Review

Professional Organizers can assist the clients of estate planner and attorney by:

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  • helping clients find important paperwork that relates to their real estate, finances, wills, powers of attorney and advance directive

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  • helping them locate legal documents like birth, marriage, divorce and death certificates or social security cards

 

  • creating an inventory of items that they want to leave behind to loved ones

 

  • helping them get valuable items appraised

 

  • creating a filing system to keep papers in order

 

  • helping them decide what papers can be kept, tossed or shredded

 

  • potentially helping them find uncashed checks or cash they’ve misplaced (it happens with almost every client!)

 

  • organizing their homes overall so that they can attain more peace in their lives

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We especially love working with seniors and offer them compassionate, confidential and affordable assistance that sometimes their own families cannot provide.  

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