Estate & Legacy Organizing
Many people procrastinate on organizing important documents due to the overwhelming nature of the task or the discomfort of the topic. This can leave their family in a difficult situation if something unexpected happens. Organized Legacy’s Life, Legacy, and Continuity Plan™ helps you prepare for both the inevitable and the unexpected, ensuring your family knows what accounts you have, how to access them, and your final wishes.
Document Organizing
Overwhelmed with paper? We assist in organizing and categorizing your physical documents, such as financial records, medical files, and household information. As an Organize 365® Paper Solutions® Organizer, we help you conquer paper clutter, establish manageable systems, and bring order to your documents. With our personalized approach, everything will be in its place, easily accessible, and ready when you need it most.
Systems Setup
We offer expert guidance and hands-on support to help you set up the organizational systems that best fit your needs. Whether you're implementing physical or digital paper organizing solutions, we’ll work with you to ensure everything is configured correctly and tailored to your specific requirements. Our goal is to make the setup process seamless and stress-free, so you can start enjoying 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.
SYSTEMS WE LOVE
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.
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.
Trustworthy Family Operating System®
As a Trustworthy Certified Expert™, we recommend their Family Operating System® for those who prefer a fully digital solution. Trustworthy securely organizes and protects your important documents, making them accessible anytime, anywhere.
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.