Be Prepared for the Inevitable & the Unexpected
Many people procrastinate on organizing important documents due to the overwhelming nature of the task or the discomfort surrounding the topic. This can leave families in a difficult situation if the unexpected occurs.
At Organized Legacy, we provide the hands-on support and tools you need to prepare for both the inevitable and the unexpected—ensuring your family knows what you have, how to access it, and what your wishes are.
OVERWHELMED WITH PAPER?
We help organize and categorize your physical documents, including financial records, medical files, and household information. Our personalized approach helps you conquer paper clutter and establish manageable systems, ensuring everything is accessible when you need it most.
SYSTEMS SETUP
We provide expert guidance and hands-on support to establish organizational systems tailored to your needs. There is no one-size-fits-all approach, so we take the time to understand how you work to create a long-term, effective solution.
Whether you prefer physical binders, digital tools, or a combination of both, we’ll ensure everything is configured to support your success.
Our goal is to make the setup process seamless and stress-free, allowing you to enjoy the benefits of a well-organized life.
PERSONAL PROPERTY INVENTORY
We assist you in creating a comprehensive inventory of your personal property, documenting items of value and significance. This service is essential for estate planning, insurance purposes, and ensuring that your possessions are accounted for. Learn more here.
REFERRALS TO TRUSTED ADVISORS
We work closely with a network of trusted advisors, including estate attorneys, financial advisors, real estate agents, and appraisers, to ensure you have the resources you need.
LEGACY PRESERVATION
Our Legacy Preservation services help you capture and protect the memories behind your treasured belongings, from family heirlooms to cherished photographs and jewelry. We work with you to ensure these stories are preserved for future generations. Learn more.
WYNKfile™—Organize Life's Important Details
WYNKfile™ Digital Library of Fillable Forms
WYNKfile™ (What You Need to Know) is our proprietary digital library for organizing life’s most important details. With over 35+ fillable forms, it gives you the flexibility to choose and store only the documents that matter most to you—whenever you need them.
Unlike cloud-based systems or paper-only tools, WYNKfile™ gives you the choice to use it digitally or print a hard copy. It’s a simple, step-by-step system designed to make organizing easy and keeping your information up to date stress-free.