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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 or CD-ROM format 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 and obtain items from the safe deposit
box |
| • |
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 who were appointed out of state). She has been in business
since 1998 assisting estate administrators and has handled the
estate of a family member.
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. |
