Welcome to Legacy & Estate Organizing by Organized Legacy™. Our Legacy & Estate Organizing services are designed to help you manage and document your life's assets and achievements. We aim to provide peace of mind and clarity for you and your loved ones.
Ensure Your Affairs Are in Order for Peace of Mind
Many people procrastinate on organizing important documents due to the overwhelming nature of the task or the discomfort of the topic. This can leave their family in a difficult situation if something unexpected happens. Organized Legacy’s Life, Legacy, and Continuity Plan™ helps you prepare for both the inevitable and the unexpected, ensuring your family knows what accounts you have, how to access them, and your final wishes.
Services Include:
- Document Gathering and Organization: Provide a list of important documents to gather and assist in locating and organizing them.
- Daily Paper Management: Help conquer paper clutter, establish manageable systems, and bring order to your documents.
- Reference Binder Systems: Set up personalized binders for Financial, Medical, and Household documents.
- Digital Life Organization: As a Trustworthy Certified Expert™, we will assist with setting up your Family Operating System® to digitally organize and protect your important information.
- Personal Property Inventory: Create a written and photographic documentation of your belongings for disaster preparedness and estate planning.
Professional Guidance: We will connect you with trusted advisors offering a full suite of Estate Planning Services, including:
- Financial Advisors
- Estate Planning Attorneys
- Real Estate Professionals
- Appraisals and Estate Sales
- Funeral Professionals for Pre-Planning
Organized Legacy's Life, Legacy, and Continuity Plan
Visit Organized Legacy for Meaningful Conversations
For meaningful conversations regarding legacy, estate, and end-of-life planning, visit our sister site, Organized Legacy. Our resources and expert guidance can help you:
- Understand Your Options: Learn about different approaches to legacy and estate planning tailored to your needs.
- Plan Thoughtfully: Get practical advice on how to organize your affairs and ensure your wishes are respected.
- Communicate Clearly: Find tools and tips for having important conversations with your loved ones about your plans and intentions.
As part of the same commitment to organization and peace of mind, Organized Legacy offers valuable insights and personalized consultations to help you plan for the future. Visit Organized Legacy today and start planning for a meaningful and well-organized future.
