The Steps We'll Take...
Step One: Take Control of the Paper
Step Two: Set Up a Paper Management System
Step Two: Set Up a Paper Management System
Paper piles overwhelming you? We'll help you tame the paper clutter, by starting with the "Big Purge", then we'll work on setting up systems to get and stay organized.
Step Two: Set Up a Paper Management System
Step Two: Set Up a Paper Management System
Step Two: Set Up a Paper Management System
The Sunday Basket® is the one place for your active, current, most important time-sensitive papers. We can't wait to teach you the process, and see your transformation!
Step Three: Essential Binders
Step Four: Personal Property Inventory
Step Four: Personal Property Inventory
After getting your paper under control, we'll work on setting up your four Essential Binders. "Ditch the filing cabinet!" with a binder system...binders are portable...and easier to access when you need the information.
Step Four: Personal Property Inventory
Step Four: Personal Property Inventory
Step Four: Personal Property Inventory
Could you list everything you own? Having a pictorial catalog of your personal property, whether financial or sentimental in value, is crucial for estate planning and disaster preparedness.
About Us
So nice to meet you.
Hello! My name is Julie Ulrich and I've been a small business owner for over 20 years, married for over 30 years, with two grown sons (where does the time go!?). After going through the loss of both of my parents, as well as other loved ones, I have found a passion (maybe call it an obsession!) for helping people get their affairs in order, to provide peace of mind while you're living, and a level of comfort and order, for those left behind after a loss.
As a Personal Assistant, Professional Organizer, and Certified Relocation & Transition Specialist, I've worked side-by-side with the grieving widow whose husband handled everything, and she doesn't even know where to start. I've also worked with adult children, who are overwhelmed at the amount of "stuff" their parents owned, and are left with the emotionally and physically draining task of cleaning out the family home...all while grieving and trying to continue managing their own lives.
As an Organize 365® Paper Solution® Certified Organizer, my hope is to provide you with inspiration, coaching, and guidance to organize your own legacy now; or support you, if you are the one struggling to pick up the pieces and handle all the details after the loss of a loved one.
I provide nationwide virtual consulting, coaching, and workshops, as well as in-person support in the Hampton Roads, Virginia area.
I'm looking forward to learning more about you.
Certifications & Training