Author Posts

The Art Of Equitable Estate Distribution hosted by Cathy Curtis

Embark on a profound exploration into “The Art of Equitable Estate Distribution” with esteemed host Cathy Curtis, the visionary force behind Curtis Financial Planning. In this enlightening episode, Curtis engages in a compelling dialogue with Meg Connell, an industry pioneer in the field of Estate Organizing. With over 20 years of organizing experience, eight years [...]

The Jewelry Case Study

We recently finished handling an estate administration of the distribution of personal property. The final stage was organizing, cataloging, coordinating the appraisal, and managing the distribution of over 200 pieces of fine jewelry. The jewelry was appraised for over $64,000 and needed to be divided between 3 heirs in 2 different countries. Oh, did I […]

Testimonials for TheOrganizedOne

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 […]

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

Address:


Oakland, CA 94619

Office Hours: M-F 9am-5pm

Social Links

Send A Message