Vital document & paper organizing solutions
According to Cambridge Dictionary, to get or have your ducks in a row means “To be well prepared or well organized for something that is going to happen.”
So many of us have “getting our important documents in order” on our to-do-list, but somehow it often doesn’t take a priority position on the list. The task can be a bit overwhelming, and it’s a topic some don’t like to think about, therefore it tends to stay in the category of “I’ll get to it someday”. The problem is for many people that “someday” never comes, leaving their family with a mess to deal with. Just think, if something were to happen to you tomorrow, would your family know what accounts you have, and how to access them? What about your final wishes, do your loved ones know what you want? When’s the last time you reviewed the beneficiaries on your accounts? There’s a good chance you’ve had some life changes over the years.
We’re not just talking about end-of-life planning either; having your affairs in order for disaster preparedness can not only help you recover more easily in the event of a disaster, but it can provide you and your family with peace of mind now.
We’re here to help you prepare for the inevitable and the unexpected.
Our clients tell us the most valuable part of the service we provide, is that we act as their coach providing support and accountability to ensure the job gets done. Some of the things we can help with are:
Provide you with a list of important documents to gather, and help you locate and organize them.
Daily Paper Management – Drowning in a sea of paper and mail? Let us assist you in conquering the paper clutter, gaining control over your current and actionable documents. We’ll establish systems that are easy for you to manage, bringing order to the chaos.
Reference Binder Systems Ditch the filing cabinet with portable and easily accessible binder systems. We’ll help you set up personalized binders for your Financial, Medical, and Household documents and information.
Organizing Your Digital Life – As a Trustworthy Certified Expert™, we will assist you with setting up your Family Operating System®, a single place to digitally organize and protect all of your important information and related critical tasks. Say goodbye to disorganization and hello to knowing exactly where everything is.
Personal Property Inventory – One of the most important documents for disaster preparedness and estate planning is a personal property inventory of your belongings. Having a written and photographic documentation of your personal property and digital assets provides you with peace of mind.
We will also connect you with professional trusted advisors offering a full suite of Estate Planning Services.
- Financial Advisors
- Estate Planning Attorneys
- Real Estate Professionals
- Appraisals and Estate Sales
- Funeral Professionals for Pre-Planning
Contact us today to embark on the journey to get your ducks in a row. We are here to help you prepare for both the inevitable and the unexpected. Our expert team will guide you through the process, providing support, accountability, and customized solutions. Ensure your important documents are well-prepared for peace of mind now and in the future.
Interested in attending workshops to learn how to manage your paper, and get your affairs in order?
Stay tuned for information for upcoming workshops: Sunday Basket® Workshops, Paper Organizing Retreats, Binder Workshops, One-on-One Virtual Paper Organizing Sessions, Coaching & Accountability programs.