Paperwork Management

• Assessment: Review existing paperwork and documents

• Sorting: Categorize documents into essential, archival, and disposable groups.

• System Setup: Create a streamlined filing system, both physical and digital, for easy access and maintenance.

• Automation: Automate bill payments

• Periodic Review: Regularly update and review documents to ensure accuracy and relevance.

Decluttering and Organizing Spaces

• Evaluate Space: Assess the available space and work with you to create a functional and aesthetically pleasing layout

• Declutter: Necessary surfaces and areas that work for your needs

• Sort: Group similar items together

• Store: Go through storage options to utilize the space as best as possible

Downsizing Assistance

• Considerate Purging: Help you decide which belongings to keep, donate, or discard.

• Organize Remaining Items: Ensure your items are stored and organized efficiently.

• Emotional Support: Provide empathetic assistance throughout the downsizing process.

Bridging the gap with Estate Planning

• Comprehensive Personal Assistance:  Assessment of personal needs in each unique situation

• Individual and Family Support

• Legal Documentation: Assistance with courthouse filings, retrieval of documents, and deadline management

• Coordinate External Resources:  such as decluttering, junk removal, and handyman services

• Ongoing Communication: Regular phone calls for updates and support

Holiday Decorating and Gift Wrapping

• Planning: Develop a decorating plan that fits your style and space

• Execution: Decorate your home efficiently and beautifully for the holiday season

• Gift Wrapping: Provide professional services to save you time and effort

• Storage Solutions: Organize holiday decorations and supplies for easy access next year