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Serving clients in Sonoma County:

 

Paper and Document Organization

  • Organize a home office for the business of life
  • Develop simple incoming mail and document processing and filing systems
  • Create quick retrieval for emergency situations
  • Have medical and financial data handy for completion of forms and meetings with physicians and advisors
 

Assisting Executors

  • Make final arrangements, write the obituary, notify extended family and friends of the death
  • Locate all vital documents
  • Order copies of the death certificate and send notifications to businesses and agencies
  • Keep property secure
  • Sort through and organize personal belongings

Home Inventory

  • Photograph, write descriptions, and assemble receipts of physical assets, art, antiques, and collections for an electronic database, printed binder, and DVDs for off-site storage
  • Assist with documenting and organizing memorabilia such as photographs and personal legacies


Preparing Homes

  • Downsize, help seniors determine what will fit in their new space, and sensitively dispose of what won't
  • Reduce clutter for aging in place and creating a healthy environment
  • Implement "harm reduction" techniques for clients with hoarding issues
  • Clear a home for an estate sale or placement on the market