ESTATE ORGANIZING
With Organization Comes Empowerment
Having your personal documents in order will provide you a sense of peace. We will work together through a process to build the basic fundamentals needed to de-clutter and organize those important documents.
A place for everything and everything in its place.
Organize and set up of filing system or process.
(Document could consist of but not limited to);
Insurance Policies
Accounts
Loans
Tax Returns
Pension Plans
Benefits
Property Titles
Investment Portfolio
Will, Trusts, Power of Attorney
Safe Deposit Box
List of Professionals - Lawyer, Accountant, Insurance Agent
Advanced Directive,
Proof of Identity
Household Utilities
Medications
Memorabilia.
We support both paper and electronic file management.
Our services are tailored to meet your specific requirements.
We use the 5S principle of Good Housekeeping
Sort, Set, Shine, Standardize & Sustain
Each step is a progression in implementation.
Sort - is to segregate what is needed and what is not needed.
Set in Order - is to organize and arrange items that are easy to find and readily retrieved.
Shine - is to clean the area and set process for management of cleaning.
Standardize - is a process to help you keep items neat and organized.
A place for everything and everything in its place.
Sustain - is a plan to continue the process and to celebrate your achievements
Our Pricing
$30.00 per hour
**Project pricing and hours are set prior to starting the job.
**Discount for Seniors
To book a free in-home consultation or to learn more about our services, click - Contact Us.