Life & Estate Organizing

We can…

  • help begin the conversation about living and dying and guide you through the planning process before a catastrophic illness or death occurs.
  • assure that there are no gaps in your life plan by working with your estate attorney, accountant, financial planner and other professionals.
  • support and work with grieving families who are left with the difficult job of closing out the home of a loved one who has recently died.

HOW DOES IT ALL WORK?

Phone Consultation and Appointment Scheduling

During our initial phone conversation, the organizer will gather some basic information and schedule a meeting. It is important that you and the organizer find a time with the least amount of distractions.

In-Home Consultation

The purpose of the consultation is to discover what your goals and needs are regarding planning and organizing your estate.

Planning for the Future

Talking about illness or dying is often awkward and/or scary. Being asked to take on the responsibility of handling another’s affairs because of a disaster, serious illness, incapacity, dementia or death can leave you or your loved ones vulnerable and confused and put a strain on already stressed relationships.

In the event of a crisis, will you or your loved ones be ready? Don’t wait until something happens. Make your plan NOW.

Who Should Be There

Often, people ask if it is okay to have another person at the sessions. This person could be a spouse, significant other, relative or friend. This decision is up to you and will depend on you and your relationship with the other person. Some find it helpful to have someone else there to bounce ideas off and some feel that the process is too private and intimate to include another. Only you know the answer.

How Long Will It Take?

As with any organizing, it is a difficult question to answer. The answer is always, “It depends.” During the in-home consultation, the organizer will help you to clarify your goals for the project; identifying what you want or need to accomplish; how often you want to meet; how quickly you can make decisions and what you can accomplish on your own in between sessions.

Finances and Payment

For many, finances are often a consideration. Our rates may be found here (link). Keep in mind that being organized will make your life easier. Many of the documents that we recommend that you have are living documents that may change as your life circumstances change and evolve.

For this reason, once you have your estate organized to your satisfaction, we offer an option for periodic maintenance visits to assist you to review and update your plan.

By investing time and resources now, you can experience the comfort and ease of knowing that you are able to find the documents should you need them during your lifetime and that others will be able to locate what is needed after your death.

Scheduling additional visits

At the end of the consultation, we will discuss your financial options, answer any questions and schedule future visits. We recommend scheduling multiple visits in advance because our calendars fill up quickly.

Organizing your estate is a multifaceted process. RieOrganize! offers the following options. You may choose one or all sections as needed. To get you started, read my blog post How Prepared Are You?

Before You Need It:

Thinking:

  • Why plan ahead?
  • What do you need to do before you organize your estate?
  • What paperwork do you need (wills, trusts, life insurance)?
  • What decisions do you need to make prior to writing it all down for someone to follow?

Planning:

    • What estate professionals do you currently utilize (accountant, financial planner, estate attorney), if any. Does someone know who they are?
    • What documents do you currently have in your possession (wills, trusts, life insurance, passport, birth certificate, car or house title, etc.)?
    • Do you have a medical power of attorney, legal power of attorney, health care directive?

Do you know where they are? Are the documents current? Who else knows where they are?

Organizing:

  • Are you more comfortable using paper/notebook or digital organizing methods? What are the benefits and costs of either?
  • How often and when should you update your files?
  • Where should the documents and items be stored?
  • Who should have copies or access to your Estate Plan documents?

After You’re Gone

Even if you don’t have a lot of money or you don’t own many possessions, someone will still have to deal with all of the stuff you’ve left behind.

When something bad happens, your family and friends will not necessarily be thinking clearly. When it comes to stuff, memories often get muddled and emotions get in the way. Will your loved ones remember exactly what you have told them you want to happen? And what happens when two family members remember things differently. Hopefully, you will have prepared for this time and your loved ones will have an easier time dealing with not only with the financial and legal issues but you will have prepared a written plan that ensures that your wishes about who gets what are carried out in the best possible way and that family feuds are avoided.