Pre-Estate Planning
INVENTORY YOUR IMPORTANT DOCUMENTS
Pre-estate planning involves organizing and gathering important documents to ensure a smooth transition of your assets and affairs after your passing. It's a proactive step that can save your loved ones time, stress, and potential legal complications.
As your document organizer, I will assist you by:
Gather and organize important documents
Assist with asset location; safe deposit boxes or digital accounts
Create a detailed inventory of your assets, physical and digital
Establish a system for storing and accessing your information
While it cannot replace personalized legal advice, it offers a valuable starting point for your planning journey.
Procrastination
Lack of knowledge for the estate planning process
Fear of the unknown
Complexity in the document gathering
Don't worry, we can help!
Pre-Estate Planning
3-4 hours to Lay a Solid Framework
Gathering and Organizing Important Documents
Create Inventories of Assets
Assist with Asset Location
Organizing Digital Assets
Creating a system for Organizing and Storing Important Documents
$320
$320
Rapid results in 4 hours
Single room declutter & organization
Assess your space goals
Let go of unwanted items
Recommend storage solutions
Tips to keep the space tidy
$800
Declutter 2 spaces in 10 hours
2-3 sessions to reduce clutter
Assess your space goals
Let go of unwanted items
Recommend storage solutions
Tips to keep the space tidy
$2400
Conquer multiple spaces in 30 hours
5-6 sessions to reduce clutter
Assess your space goals
Let go of unwanted items
Recommend storage solutions
Tips to keep the space tidy