Financial and Estate Organizing
Move management and clean out services

Financial and Estate Organizing

Inundated by statements and bills that you don't understand? Weighed down trying to keep all of your financial and legal documents organized? Do you need to get your important papers put together so your loved ones can find them? With my many years in the financial services industry I provide one on one assistance from someone you can trust.

Setting up bill paying and filing systems to keep things organized.

How to read your statements, understanding various financial instruments and estate planning techniques.

What to keep, what to throw.

Assistance with name changes on accounts and other assets.

The LifeShift Organizer
Gathering all of your important information in one organized binder.

Health and medical information including contact information for physicians, specialists and prescriptions. Health insurance and medicare information, as well as copies of medical documents and end of life plans.
Financial information including contact information for bankers, financial advisors, and accountants. 
A comprehensive list of where assets are held and how they are titled including home, vacation property, life insurance, bank and investment accounts and safe deposit box contents.
Contact information for all legal advisors and copies of all legal documents including wills, trusts and power of attorney.
Other personal information such as passwords for online accounts, contacts for home services and family and religious organization contacts

Move Management and Clean-Out Services

Preparing for a move or estate sale can be a physically and emotionally exhausting process. Combined with the pain of losing a parent or loved one, it can be overwhelming. I provide personalized and compassionate assistance with any move, estate or downsizing project.

After an initial meeting you will receive a comprehensive action plan and timeline for your project. I will work with all involved family members and provide ongoing communication to insure a smooth process. I can customize my services to meet the needs of your family and situation.

  • Sort, organize and pack your belongings.
  • Systems to divide items among family members.
  • Schedule movers
  • Assistance with utility shut offs, address and home services changes.
  • Arrange for charity pick-ups of items for donation.
  • Arrange for cleaning services.