Estate & Legacy Organizing
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 support you need to prepare for both the inevitable and the unexpected, ensuring your family knows what accounts you have, how to access them, and your final wishes.
OVERWHELMED WITH PAPER?
We help organize and categorize your physical documents, including financial records, medical files, and household information. Our personalized approach assists in conquering paper clutter and establishing manageable systems, ensuring everything is in its place and easily accessible when you need it most.
SYSTEMS SETUP
We provide expert guidance and hands-on support to establish organizational systems tailored to your needs. Understanding that there’s no one-size-fits-all approach, we take the time to learn how you work for long-term effectiveness. Whether you're using physical or digital solutions, 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 PROPERY 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.
SYSTEMS WE LOVE
Trustworthy Family Operating System®
As a Trustworthy Certified Expert™, we recommend their Family Operating System® for those seeking a fully digital solution. T Trustworthy is an intelligent digital vault for families that protects and optimizes important information, helping you save time and money while enjoying peace of mind. It securely organizes and safeguards your essential documents, making them accessible anytime, anywhere.
Nokbox
The Nokbox is a complete system that helps you organize all of your accounts, possessions, social media presence, communities, kids, pets, personal history, and estate plans. The checksheets in the Nokbox tell you exactly what to drop into each folder, making it easy to fill it and keep it updated.
Organize 365®
Organize 365® offers innovative solutions like The Sunday Basket system for daily paper management and physical binders for organizing financial, medical, and household documents. These systems are perfect for those who prefer a hands-on approach to staying organized.
WYNKfile™
WYNKfile™ "What You Need to Know File" is our proprietary digital download solution, ideal for those who want a personalized approach to document organization without needing a physical binder. It’s a hybrid option that offers flexibility and convenience in organizing your important information.