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ESTATE ORGANIZING

Estate organizing may not be
a topic of conversation during family game night
or a night out on the town with friends – yet it should be.

It takes, on average, 570 hours to settle an estate.

(mind-blowing, isn't it? this is according to EstateExec)

And as our lives increasingly shift more and more online, it’s becoming more important and more prudent to ensure our loved ones have the ability - and the ease - to find and access all aspects of our estate, whether it's our will, our phone or our Amazon account.

 

In today's hi-tech world, I sometimes use the phrase "digital estate" because so much of our estates have a digital component, whether it's an online account and password for your bank or a digital item itself like a Netflix or Spotify account. 

It's important to note that everyone’s estate will be different.

So what makes up today's modern-day estate?

TODAY'S estateS
typically contain

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Devices

computers, laptops, tablets, cell phones, and wearables

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Items with a monetary cost

utilities and cell phone, streaming and cloud services, Amazon Prime and gym memberships, subscriptions + more

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High emotional value items

social media accounts, photos, email accounts, text messages + more

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Important documents

legal documents, medical records, financial statements, previous taxes + more

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Items worth money

financial and investment accounts, reward points, digital music or movie collection, online gaming accounts, crypto + more 

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Passwords

every online/digital account today has a username and (hopefully) unique password

the items above simply are a representative list — everyone's estate is different

WHY USE TECH TO GET YOUR AFFAIRS IN ORDER?

EASIER
 no more misplaced paper files, no more safety deposit boxes

 

MORE SECURE 
technology provides secure means to protect and share your information

 

ACCESSIBLE
Your Person will be able to access your important information — wherever they are

I WANT TO SAVE YOUR PERSON FROM

  • bawling their eyes out because they can't access text messages to receive a security code from a financial institution

  • sobbing because they can't access your digital photos

  • worrying if they know about all your bank accounts and your bills

  • needlessly paying bills because they don't have the authority and/or information they need to shut down an account

  • spending thousands of money on legal fees to obtain access to your digital accounts

Organizing your AFFAIRS comes down to three simple stepS

what: identifying what makes up your unique life and estate

whERE: organizing your affairs to ensure they are easily located and accessed

hOW: ensuring Your Person knows where and how to access your information 

and because we each have different styles and needs, I offer my estate organizing services in three formats

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digital courses

Highly motivated to work on your own and just need some guidance and direction?

My budget-friendly digital courses are for you!

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one-on-one

Looking for a private and highly personalized  experience? I'm happy to work with you individually based on your specific needs. 

Want to talk about how I can help you or a loved one
organize important life details?

Set up a 20-minute discovery call with Kate for a time that works best for you — it's free!

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