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"Such a pleasure to sit
back, turn one's mind
off, and know one is
dealing with total
reliability and competence"
P.W.,
New York City, NY
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"I have worked with Jan for the
last 3 - 4 years for organizing my business
and personal work. Last year I purchased
the workbook she uses to help people get
their affairs in order. Everything from
my assets to personal items is included in
one place. I would recommend this workbook
to anyone. Jan was so patient and helpful
when filling in the information. This will
make it so much easier for my daughter to
know where everything is after I die.
Thank you Jan for making my life less
stressful and more Happy."
E.B.,
San Diego
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"Jan is organized. Her
working knowledge of estate
work and her background as
a paralegal allows her to
handle complex estate issues
easily. Jan's help in organizing,
tracking, and file maintenance
were invaluable."
E.M.,
San Diego
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Estates
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ESTATE
ORGANIZATION
Estate organization involves the organization and documentation
of all information relating to the estate. During this process,
we will locate personal, financial, and legal information
that is pertinent to the person handling your estate. The
information is compiled in a workbook so
everything is in one place. Some of the information we compile
is as follows:
| • |
What
information is needed for the death certificate? |
| • |
Personal
and family information and contacts |
| • |
Legal
information and contacts |
| • |
Household
information |
| • |
Health
information |
| • |
Insurance
information |
| • |
Vehicles
and vehicle insurance |
| • |
Financial
information |
| • |
What
do you need to do when someone dies? |
Give
a "gift of love" to your family by having your affairs
planned in advance.
ASSISTING TRUSTEES AND EXECUTORS
Most
people do not realize the huge responsibility of carrying
out the duties of a successor trustee or executor/executrix.
It can be a very stressful, time consuming, and detail-oriented
job. Jan has ten years experience as a paralegal and knows
how important details can be in settling an estate.
As a professional organizer, Jan can assist the trustee or
executor with organizing paperwork, locating missing documentation,
and liquidating tangible assets. Some of the responsibilities
with which a professional organizer can assist and be invaluable
are:
| • |
Locate
the most recent will/trust |
| • |
Locate
safe deposit box key |
| • |
Obtain
certified copies of the death certificate |
| • |
Locate
and close bank accounts |
| • |
Contact
the Social Security Administration |
| • |
Contact
investment companies, life insurance companies, etc. |
| • |
Cancel
credit cards and insurance policies |
| • |
Assist
accountant by organizing income tax documentation |
| • |
Clean
out the apartment/house, including assisting with items
to be sold or donated |
| • |
Assist
with moving personal items to family members or storage |
Jan
has worked closely with attorneys, trustees, and executors (even
some from out of state). She has been in business since 1998 assisting estate administrators and has handled the estates of family members.
After a death, the services of a professional organizer are
an estate administration expense and are tax deductible under
the estate. Our fees are paid from the estate prior to distribution
to the beneficiaries.
"After my parents died I was left with the enormous job of making
sense out of what was left behind in a large, sprawling home - nearly one
hundred years' worth of family collections of treasure, documents, clutter,
and junk. The task was truly daunting. I interviewed several Professional
Organizers and settled on Jan. She seemed the best qualified to sort,
organize, and prepare for selling, donating, discarding, and saving for
myself as well as for local museums. Jan worked over an extended period of time,
always competent, professional, knowledgeable, and calm! She is definitely the
best choice to handle any and all material. She is familiar with legal and
tax-related documents, and with all types of materials, artifacts, household
items, clothing, etc. She was also extremely helpful in recommending, vetting
and working with allied professionals such as appraisers, and estate and eBay
salespeople. I would not hesitate to recommend her for any job, large or small"
F.M.,
Vista
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