Estate planning Archives | Simple Organized Solutions

Organize Your Estate: Ask For Help

by Andrea Brundage | declutter, Estate planning, Get Organized

Part 7 Who needs help? I know I’ve given you a lot of To Do’s over the past few weeks to help you get your estate and home in order. It will take some time, but as long as you stayed committed and continue to complete projects, you will soon find yourself with An...

Organize Your Estate: Maintenance Matters

by Andrea Brundage | downsizing, Estate planning, Legacy, Paper Management

Part 6 Maintenance is the key to success Just like a weight-loss program, the only way to stay organized is to commit to maintenance. You’ve applied my 4 Q’s to purge out the things you no longer want, use, or need and now my signature 4 P’s will help you maintain the...

Organize Your Estate: Closets, Cabinets, Cupboards

by Andrea Brundage | Estate planning, Get Organized, Legacy

Part 5 Apply the 4 Q’s Below are my signature four questions (4 Q’s). Ask the questions about everything in your space, from clothes and shoes to kitchen gadgets and tools. Your answers to these questions will reveal what stays, and what goes. Remember, everything...

Organize Your Estate: Purge Time

by Andrea Brundage | declutter, Estate planning, Get Organized

Part 4 Get rid of clutter Clutter is the physical manifestation of what I call DDD or Delayed Decision Disorder™. Clutter builds up over time.Moving forward, understand that purging and organizing is a process, it takes time, and yet it is a vital part of creating an...

Organize Your Estate: From Piles to Files

by Andrea Brundage | Estate planning, Family, Get Organized

Part 3 Gather and organize paperwork If you have piles of paper, use the categories shown below to help you sort through them. Write each category name on a separate sticky note and spread them out on a flat surface like a large table. This table will become your...

Organize Your Estate: Meet with an estate attorney

by Andrea Brundage | downsizing, Estate planning, Get Organized

Part 2 Make an appointment Quite possibly, having a firm commitment with an attorney will force you do what needs to be done to get the ball rolling. Know this: Organizing your estate is paper intensive, and will require you to gather up pertinent documents that...

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