Part 1

I’ve created this multi-part blog post in an effort to take you through the process of organizing your estate. It is presented in separate, bite-size assignments that will take the task from daunting to done. Scroll through these posts to find inspiration and instruction for getting every aspect of your estate in order. And as always, if you need help, reach out to me here.

An organized estate is the gift you give yourself, and others.

With the current virus crisis, you’ve likely been reminded of how fragile life can be. This is nothing new though, is it? We’ve all heard stories of people who die unexpectedly and leave their loved ones with no direction and in a real mess. It’s not that they intended to do this, but they didn’t take care of business in a timely manner. This week, I’m going to nudge you to get your affairs in order.

Getting your affairs in order is an act of love & legacy, and well worth the effort.

OVERVIEW

As a professional organizer and as a family member who has had the task of administering two estates: One organized, one unorganized, I speak from experience. To the end, I offer this perspective: An organized estate is gift to those left behind.

Not that it’s easy, it is never easy. But it is easier. SOOO much easier.

And so, I pose the following questions to you:

  • Have you considered what you want your final legacy to be?
  • Have you gone through the proper steps to ensure your loved ones are protected, cared for, and can avoid probate should something happen to you?
  • Do your loved ones know what to do should you die or become incapacitated?

Side note: I created a downloadable Estate Planning Booklet for anyone who wants to get a head start on the estate planning process. It is available for purchase and immediate download from my website.

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