We help people
handle their personal property
in times of loss or change.
 

Estate Organizers specialize in handling personal, tangible property during the process of settling an estate. We support the professionals, individuals, and families involved, to ensure things go as smoothly as possible.

When a new client contacts us, they have typically just suffered a loss. 

Not only are they handling new and unexpected issues at hand, but they are doing so while grieving. It’s common to feel overwhelmed in these circumstances.

An Estate Organizer is the perfect ally; a compassionate and experienced professional who can guide you through a complex and emotional process.

We handle the contents of your estate in the most efficient, environmentally-friendly way possible, while following the directions set forth in the trust or will and consulting with trustees, executors, family, or legal counsel.

We are well-versed in the many ways to liquidate estates and can help you choose how to move forward in the most advantageous way, using our close relationships with companies who “buy out” estates, estate sale vendors, and local auction houses, as well as numerous resources for donations and hauling of property that can’t be sold or donated.

Starting with an intake phone call, we assess your situation and either give you suggestions on how to proceed on your own or advise you of our services, as well as what other vendors can offer. If we agree we are a good fit, a signed contract and retainer are required to begin work.

During the process, we search through the entire residence for specified items for distribution- sometimes finding (lost) safe deposit box keys, stock certificates, hidden cash, savings bonds, gold coins, and more. Next, we assess the condition of the remaining items and suggest the best way to handle them, including resale, donation, or recycling. Our goal is to get you the most value for the contents of the estate, while keeping as much of the remainder as possible out of landfill.

We look forward to discussing your estate needs with you. Call us for a preliminary consultation.

Our Services

Paperwork Management

  • Opening, sorting, and managing decedent’s mail
  • Locating existing or creating new filing systems
  • Examination of decedent’s paperwork for identification of bank accounts, securities, stock holdings, real estate, safe deposit boxes, Last Will and Testament or trust documents, or other relevant paperwork
  • Assistance to legal council in preparing paperwork for 706 Forms

Inventory and Distribution of Personal Assets

  • Locating specified items for distribution according to the decedent’s wishes
  • Inventory of personal tangible property items
  • Inventory of donated items
  • Coordination with appraisers, liquidators, charities, and consignment shops for clearing property
  • Placement of orphaned pets
  • Personal assistance and guidance to heirs on what to keep, donate, or give away

Home and Property Management

  • Physical examination of real estate and identification of items needing immediate attention
  • Ongoing property management
  • Mail management
  • Coordination with repair service providers
  • Communication with city services while property is still in estate
  • Suggestions for improving or staging property in preparation for sale

Issues at Time of Loss

  • Communications with heirs
  • Accompaniment to coroner’s office, funeral homes, legal counsel, or animal shelters
  • Assistance in dividing up and distributing specified and unspecified tangible property items to multiple heirs
  • Personal attention to grieving heirs

Residential/Downsizing Organizing Services for Seniors

  • Overall assessment of lifestyle needs
  • Design ideas and hands-on organizing
  • Overhaul of existing systems
  • Clean outs and reorganizations
  • Storage system design
  • Maximizing usage of current space
  • Assistance with sorting and storage of clothing, accessories, luggage, tools, collectibles, et al.
  • Support and guidance on what to keep, what to give away and what to sell
  • Suggestions for where to donate, sell, or consign items
  • Sorting, packing, or repacking of memorabilia
  • Scheduled periodic “tune ups”
  • Assistance with downsizing: move management, house clearing, floor plans for new space, guidance on what to take with you and what to leave, etc.

Relocations, Move-ins, and Home Sales

  • Space Planning and floor plans for the new residence
  • Complete unpacking services
  • Management of packing and moving service people
  • Coordination with realtors and repair people to prepare house for sale
  • Property management
  • Support and guidance on what to keep, what to give away, and what to sell
  • Suggestions for donations, sales, or consignments

Each property and family structure are unique and the scope of our work usually changes as the project continues. Because of this, we do not offer estimates on how long it takes to complete a project. We work on an hourly basis with a project manager and assistants.

You are welcome to call us for a preliminary estimate, based on the size of the estate, general condition of the contents, number of heirs and known legal issues. Please note that estimates are not guaranteed.

We have handled everything from storage units to homes as large as 9000 sq. ft.

Bonded and Insured

 
MegConnell_cropMeg Connell established TheOrganizedOne in 1997, providing residential and estate organizing services to clients in the Bay Area, which quickly led to a specialization in estate organizing, and an expanded client base nationwide. Over the years, she has developed relationships with bank trust departments and estate-planning attorneys, estate liquidators, professional fiduciaries, and other key colleagues.

Before launching her business as a professional organizer, Meg honed her organizing techniques in “corporate America,” working for a Fortune 500 consulting firm for several years. She also has a degree in Interior Design and Architecture, which reflects her love of design, art, and heirlooms, as well as her ability to create order. Meg’s unique combination of skills has enabled her to provide estate and residential organizing services to a wide range of clients.

Meg lives in Oakland, California with her young son.

Estate Organizing is not a one-person job! TheOrganizedOne is made up of compassionate and efficient team members. Working together enables us to process an estate’s contents in a careful, caring, and timely manner.

 

leaf_darkLiane Anderson, Project Manager, has a passion for organization. Liane is one of the core team members who leads projects with humor and grace.

 

leaf_darkArden Bullard, Assistant Organizer (and sometimes Project Manager), has organizing running through her blood. As an organizing natural, she brings strength and knowledge of current trends to each project.

 

Meg is a member of:

  • National Association of Professional Organizers
  • Estate Planning Councils of the East Bay and Diablo Valley
  • The Professional Fiduciary Association of California

Previous Board Positions:

  • President and Education Director of the Estate Planning Council of Southern Alameda County
  • President of the East Bay Women’s Network
  • Treasurer of the San Francisco Bay Area Chapter of the National Association of Professional Organizers
  • Board Member of the East Bay Estate Planning Council

Meg has presented to:

  • East Bay Trust and Estate Lawyers
  • Professional Fiduciary Association of California
  • Northern California’s Planned Giving Council
  • East Bay Women’s Network
  • Peninsula Partnership Training Institute
  • National Association of Professional Organizers
  • Support Center for Nonprofit Management
  • Federal Women’s Program
  • The Federal Employee’s Annual Training Conference
  • The Marin Community Foundation
  • The East Bay Women’s Forum

Topics have included:

  • Time Management
  • Paper Flow Management
  • Handling of Estate Assets (Personal, Tangible, Property Items) at the Time of Loss

meg-bbcIn the summer of 2004, Meg filmed a British comedy television show,“The C.H.A.O.S. Clinic” a wacky, wily, comedy for people who “Can’t Have Anyone Over Syndrome,” (a very highly disorganized state of living!)

The show was a tongue-in-cheek reality-ish depiction of a self–help clinic that happens to be the last hope for people afflicted with hoarding, lack of time management, and chronic disorganization – all symptoms of C.H.A.O.S.

Using an irony-laced and alternative approach to helping the clinic’s members (offered via a series of group meetings and home interventions), Meg leads the group through a six–step recovery program to achieving streamlined success.

Dream sequences, psychedelic lights, adventurous spelunking amidst clutter with hard-hats and headlamps, and tongue-in-cheek support-group farces pushes this eight-episode series out beyond the average to the wildest possible edge, and highlighting the lighter side of getting organized.

To watch all eight episodes, visit our YouTube channel.

Meg Connell, TheOrganizedOne

MegConnell_cropMeg Connell established TheOrganizedOne in 1997, providing residential and estate organizing services to clients in the Bay Area, which quickly led to a specialization in estate organizing, and an expanded client base nationwide. Over the years, she has developed relationships with bank trust departments and estate-planning attorneys, estate liquidators, professional fiduciaries, and other key colleagues.

Before launching her business as a professional organizer, Meg honed her organizing techniques in “corporate America,” working for a Fortune 500 consulting firm for several years. She also has a degree in Interior Design and Architecture, which reflects her love of design, art, and heirlooms, as well as her ability to create order. Meg’s unique combination of skills has enabled her to provide estate and residential organizing services to a wide range of clients.

Meg lives in Oakland, California with her young son.

TheOrganizedOne Team

Estate Organizing is not a one-person job! TheOrganizedOne is made up of compassionate and efficient team members. Working together enables us to process an estate’s contents in a careful, caring, and timely manner.

leaf_darkLiane Anderson, Project Manager, has a passion for organization. Liane is one of the core team members who leads projects with humor and grace.

leaf_darkArden Bullard, Assistant Organizer (and sometimes Project Manager), has organizing running through her blood. As an organizing natural, she brings strength and knowledge of current trends to each project.

I like her straight forward, no-nonsense, yet very personable approach.

John H.

CEO, Online Real Estate Service Company
Meg does excellent work and is flawless in execution. She is proactive in identifying issues and in addressing them in a hands-on, let’s-get-it-done-today way.

Marc S.

Partner, Fortune 500 Consulting Firm
Meg’s assistance in my time of need was extraordinary.
Her knowledge of distributing the things I no longer needed was exceptional and not to mention efficient. Her compassion and understanding made the process that much easier to do.

Cheryl M

Clothing Designer
I want to thank you again for the very fine and professional job you did in assisting my client, the executor, in organizing and inventorying the extensive amount of personal property and collectibles that her relative left her. Your repeated trips to the North Bay with my client and accommodating her schedule were commendable. I am sure that without your assistance we could not have completed the inventory as required by the probate court.

Daniel K.

Estate Planning Attorney
Meg is worth her weight in gold!

Bernadette S.

Research Lawyer
Once again I’d like to thank you and everyone associated with your company for all the hard work you did, and did with such sensitivity and efficiency. It made a difficult process a lot less overwhelming for my brother and myself. I was so glad to be working with you during this whole process.

 

Betsey P.

Trustee and sister of decedent

“Meg is worth her weight in gold!”

Bernadette S.
Research Lawyer

For further information about our services or to discuss a project, please fill out the following form. All information provided is strictly confidential.

Address:

P.O. Box 9773
Oakland, CA 94613

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