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Estate Organizing Services
Corporate Organizing Services
Residential Organizing Services
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Opening, sorting, and managing decedent's mail |
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Locating existing or creating new filing systems |
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Examination of decedent's paperwork for identification
of bank accounts, securities, stock holdings, real estate, safe
deposit boxes, Last Will and Testament or Trust documents, or
other relevant paperwork |
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Assistance to legal counsel in preparing paperwork
for 706 Forms |
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Locating specified items for distribution according
to the decedent's wishes |
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Inventory of personal tangible property items |
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Inventory of donated items |
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Coordination with appraisers, liquidators, charities,
and consignment shops for clearing property |
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Placement of orphaned pets |
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Personal assistance and guidance to heirs on
what to keep, donate, or give away |
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Physical examination of real estate and identification
of items needing immediate attention |
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Ongoing property management |
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Coordination with repair service providers |
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Communication with city services while property
is still in estate |
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Suggestions for improving or staging property
in preparation for sale |
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Assistance to heirs with communications |
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Accompaniment to coroner's office, funeral homes,
legal counsel, or animal shelters |
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Assistance in dividing up unspecified tangible
property items to multiple heirs |
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Personal attention to grieving heirs |
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Designing functional systems for multiple department
use |
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Creating individualized systems |
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Revamping and archiving existing systems |
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Contract negotiations and management |
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Liaison for developing cooperative relationships
with vendors and service personnel |
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Initiation, planning, and completion of large,
complex projects |
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Situation analysis and problem solving |
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Intellectual property interviews and reporting |
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Asset identification, location, tracking, accounting,
transfer, and disposal |
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Client representative to outside buyers, and
coordination of asset sales |
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Preparation of reports to tax, finance, and
legal departments |
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Desktop organizing systems |
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Assessment of intradepartmental paper flow |
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Simplification of existing systems |
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Overall assessment of utilization and functionality |
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Design ideas and hands-on organizing |
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Overhaul of existing systems |
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Clean outs and reorganizations |
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Storage system design |
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Maximizing usage of current space |
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Assistance with sorting and storage of clothing,
accessories, luggage, tools, collectibles, et al. |
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Support and guidance on what to keep, what to
give away and what to sell |
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Suggestions for where to donate, sell, or consign
items |
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Sorting, packing, or repacking of memorabilia |
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Scheduled periodic "tune ups" |
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...belts, ties, shoes, purses, jewelry, evening
wear, everyday wear, toiletries, cosmetics, linens, cookware,
books, storage bags, travel bags, memorabilia, photos, hats,
toys, sports equipment, seasonal, car stuff, extra furniture,
gardening supplies, BBQ, hobbies, tools, china, silver... |
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Overall assessment of space utilization and
functionality |
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Suggestions for quick fixes with existing furnishings |
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Interior design suggestions |
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Recommendations for affordable storage and organizational
solutions |
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Suggestions for donations, sales, or consignments |
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Complete unpacking services |
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Management of packing and moving staff |
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Coordination with realtors and repair staff
to prepare house for sale |
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Property management |
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Support and guidance on what to keep, what to
give away, and what to sell |
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Suggestions for donations, sales, or consignments |
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| Meg is worth her weight in gold! |
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| Bernadette S., Research Lawyer |
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| I want to thank you again for the very fine
and professional job you did in assisting my client, the executor,
in organizing and inventorying the extensive amount of personal
property and collectibles that her relative left her. Your
repeated trips to the North Bay with my client and accommodating
her schedule were commendable. I am sure that without your
assistance we could not have completed the inventory as required
by the probate court. |
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| Daniel K., Estate Planning Lawyer |
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| Meg's assistance in my time of need was
extraordinary. Her knowledge of distributing the things I
no longer needed was exceptional and not to mention efficient.
Her compassion and understanding made the process that much
easier to do. |
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| Cheryl M., Clothing Designer |
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| More Testimonials |
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| Meg does excellent work and is flawless
in execution. She is proactive in identifying issues and in
addressing them in a hands-on, let's-get-it-done-today way
that contributed greatly to the success of the conference.
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| Marc S., Partner, Consulting Firm |
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| I like her straight forward, no-nonsense,
yet very personable approach. |
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| John H., CEO, Online Real Estate Service
Company |
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| More Testimonials |
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| Meg's ongoing guidance and assistance in
teaching me the principles of organization and applying them
to my home and business has made a phenomenal difference in
my day-to-day operations! |
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| Judith W., Personal and Professional
Coach |
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| I am writing to thank you for a wonderful
organizing session. I can't believe we accomplished so much
in such a short time! You are a delight to work with. Instead
of it being a drudgery, as I had dreaded, I actually had a
great time working with you; and I would highly recommend
you and your services for anyone interested in uncluttering
and organizing their home or office. |
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| Ellen L., Marketing Consultant |
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| I love the prescriptions, and written step-by-step
outlines, and your cheerful, hopeful attitude. |
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| Lisa T., Small Business Owner |
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| More Testimonials |
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