01

DOWNSIZING

• Assessment of goals & activities that match current lifestyle & circumstances.
• Thoughtful side by side decision-making, organization & management of belongings. 
• Identification, management &transport of items that can be repurposed, donated, or discarded.
• Preservation, packaging & postal management of physical items meant to be gifted or passed on to loved ones.
• Electronic organization & preservation of digital memorabilia. 
• Organization & oversight of physical moves to new locations such as a smaller home or an assisted living facility.
  

02

END of LIFE PLANNING

• Secure collection, collation & protection of key information needed for end-of-life planning and management of affairs after a death.
• Organization of electronic resources & digital assets for streamlined management of affairs after a death.
• Organization & preservation of physical items meant for passing on to loved ones.
• Documentation of wishes for donation of physical items.
• Documentation of wishes for disposition of remains, memorial service & interment.

03

MANAGING AFFAIRS

• Detailed assessment, planning & documentation for medical emergencies.
• Collection of information needed for creating a trust with an attorney.
• Collection of financial, legal & logistical information needed to manage affairs after a death.
• Planning, organization & management of affairs of items after a death.
• Assistance for loved ones or designees implementing end of life plans & assistance for management of affairs after a death.
• Direct management of logistical affairs after a death.
• Management of sale of property, residential clear-out & cleaning, interior & exterior preparation of property for showings, estate sale coordination.