Organizational Services

Organizational Services

With our comprehensive checklist, we'll assist you in developing an Organizational Plan that addresses every aspect of your life, including those often overlooked areas critical to your family and friends managing your estate such as:

  • Key Contacts List
  • Disposal of Clothing and Furniture
  • Social Media Accounts
  • Utility Providers
  • Home and Auto Insurance
  • Subscriptions
  • Memberships
  • Detailed Pet Care Instructions 

Benefits of a Organizational Plan

Preserve family relationships by taking care of all the details beforehand.

Provide peace of mind for yourself and your family by putting key information in one place. 

Reduce anxiety and uncertainty by avoiding rushed decisions made during a difficult time. 

Save your family time by preventing needless phone calls and searching for information. 

Document family heirloom location, value, and provenance for future generations to appreciate.

We’d Love To Work With You!

Schedule your free 30-minute consultation with our planning team today at (941) 928-0311.

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