The Most Common Needed Information Not Shared with Executors

The duties of an executor can be quite extensive, and that job is made more difficult by missing or lost information. As an executor, a person is responsible for sorting out the finances of the person who passed. They will pay debts and taxes and what remains is distributed to the heirs properly.  There are […]

Noteworthy Stories of My Career

During my years as a professional organizer, I have assisted with many different situations and have been fortunate enough to help people discover some financial peace from finding things they were not aware existed. I share some stories with you in hopes that you may find some enlightenment. Mrs. B and the health savings account […]

The Importance of a Clear Filing System

You may wonder why you need a clear filing system for organizing your paperwork. It is just paper after all, right? Well, filing is a way to keep documents in a safe place so that you can find them easily and quickly in the future. If documents are cared for properly, they will not tear, […]

Why You Should Invest in a Will

Can you imagine how it would feel to know that your final wishes did not go as planned and it caused devastating circumstances for those you left behind? The only way to be sure this doesn’t happen is to create a will. According to The Balance, between one-half and two-thirds of American adults don’t have […]

Common Struggles of a Personal Representative

The process of being a Personal Representative can be overwhelming and frustrating for someone who is unfamiliar with administering an estate. Even if this isn’t your first time being assigned as a personal representative, it can be very overwhelming. A personal representative has many duties and we cover those in our blog “Duties of an […]

Duties of an Executor of an Estate and How a Professional Organizer Can Help

When you are called to be the executor of the estate of a loved one, there are many tasks at hand. Tracking down papers, calling all the creditors, caring for your family and your own grieving can all become overwhelming. Do not worry, we are here to offer some advice and show you how a  […]