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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 […]

Resources

When the situation calls for creative and safe ways to empty a house during Covid, we have partnered with MaxSold.com, an online only estate sale auction company. Please check out our past auctions. Estate Planning Professionals: For a directory of estate planning councils in your area or to located an estate planning professional near you, […]

Estate Organizing and Grief

I recently assisted an elder client of mine by being with her at the moment her older sister passed away. Even though my work as an estate organizer has presented me with many opportunities to observe the grieving process in my clients in the past, I had never been this close to the experience. Witnessing […]

“The C.H.A.O.S. Clinic” (2004 UK TV Show)

In 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, […]

A Note to Attorneys

Do you have older clients, or families who are already overwhelmed with managing their own lives, and suddenly find themselves inheriting another’s estate? Are you often asked by these clients if you can “help” with the inherited contents of a home? When heirs are faced with dividing up items that were unspecified in the will, […]

Safe Deposit Box Contents

Ever wonder what papers should be kept in a safe deposit box? The following is a very comprehensive list. You don’t have to put all of the items below into your box; this is just a good list to start with. Once you decide what items you are going to store there, keep a list […]

What Does an Estate Organizer Do?

Estate Organizers specialize in handling the personal, tangible property items during the process of settling an estate, as well as assisting the professionals, individuals, and families involved. When a client finds us, or an attorney first refers a client to an Estate Organizer, the person has usually just suffered a loss. Not only is this […]

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