Blog: Use Your Space & Conquer Office Workflow
Über-Organized – Estate Documents
For most of my clients, we organize whatever paper and documents are available in their office, on the floor, etc. However, for clients starting with a good foundation of documents, I may present them with an additional stretch-goal: to collect and organize his/her estate documents.
When organizing estate paperwork we start with a recommended list of important documents, collect these required documents (some are not in the home, but need to be requested), create a summary listing of information found within the documents, and ensure safe and secure storage of these documents. Your summary list of information can be turned into a Letter of Instruction – which supplements your will and helps organize and settle your affairs. When a client gets to this point I consider then über-organized!
You can create your summary estate document listing using free downable forms, or you can save the information electronically which is easier to update when vital documents change (and they most-likely will change overtime). The downable form can also act like a checklist to confirm you're collecting all the recommended paperwork.
posted on: 3/7/2011 8:30:00 AM by Heather Cocozza
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Use Your Space & Conquer Office Workflow
by Heather Cocozza
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Heather Cocozza, PMP, CPO® is a Professional Organizer who organizes and designs tailored home and office solutions. She is on the National Association of Professional Organizers (NAPO)-WDC Board of Directors 2009-2010 and is the owner of Cocozza Organizing & Design, LLC. Prior to her organizing career, Heather Cocozza worked 13 years at IBM and PricewaterhouseCoopers as an ERP Project Manager and at times traveled extensively while her "virtual" twins were between the ages of 0 to 3.
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