Estate Organizing


Estate Planning Professionals: For a directory of estate planning councils in your area or to located an estate planning professional near you, visit the National Estate Planning Council  website.   Professional Fiduciaries: To understand how a professional fiduciary might be able to help you or your family, visit the State of California’s Department of Consumer […]

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 […]

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, […]

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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Oakland, CA 94613

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