How A Professional Organizer Can Help Estate Planners and Attorneys
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
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creating an inventory of items that they want to leave behind to loved ones
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helping them get valuable items appraised
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creating a filing system to keep papers in order
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helping them decide what papers can be kept, tossed or shredded
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potentially helping them find uncashed checks or cash they’ve misplaced (it happens with almost every client!)
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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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