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...
by Andrea Brundage | Estate planning, Get Organized, Legacy
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...