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Estate and legacy organizing and home inventory services

Estate and Legacy Organizing

ESTATE AND LEGACY ORGANIZING

Organizing your Estate is about more than just having a will or trust; it's about making sure ALL your essential information is organized, secure, and accessible when it matters most. In today’s digital world, our comprehensive estate and legacy organizing services help you prepare for the future with ease, guiding you through the process of compiling, structuring, and safeguarding everything from financial records to personal wishes.

Here’s how we help our clients:

  • We assist in identifying and compiling and digitizing important information, such as financial records, insurance policies, and personal documentation, to include in your estate plan.

  • We recommend only vetted, highly secure systems and help you choose a system for organizing estate information (digital, traditional, or hybrid approaches), making your estate information easily accessible and manageable.

  • We offer on-going support for managing estates remotely, ensuring accessibility of critical documents for loved ones.

Our services don’t stop once your estate is organized. With annual maintenance reviews, we help keep everything current and ready for whatever life brings. And for those managing a loved one’s estate from a distance, our solutions offer practical readiness, ensuring that critical information is always at your fingertips.

HOME INVENTORY AND DIGITAL ORGANIZING

Our home inventory digital organizing service helps you safeguard your personal property and assets, whether for insurance claims, estate planning, or downsizing. We simplify the process with a secure, detailed inventory that’s easy to access whenever you need it.

Here’s how this service works:

  • We conduct a comprehensive room-by-room inventory, carefully documenting everything from descriptions and photos to estimated values and serial numbers. Each item is recorded with precision to give you a clear and thorough record of your belongings.

  • We help you select the most secure methods for receiving, storing, and sharing your inventory. Whether through home inventory apps, encrypted digital files, printed copies, or a combination of these, our goal is to ensure easy access to this important information for your estate planning and sharing needs.

  • To ensure your inventory remains accurate over time, we offer ongoing maintenance services that update your records as needed, adapting to any life changes, sales, or estate settlements.

With our home inventory service, you can have peace of mind knowing that your assets are protected and well-documented, no matter what the future holds.