Estate Management Guidelines

Estate Management & Organization

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Estate Management and Organization

The loss of a loved one is never easy.  Whether the loss is sudden or was expected,  a loss is one of the most difficult things a family will experience.

One of the most difficult aspects of dealing with the loss is managing the belongings and property left behind. There are so many things that will need attention and so many decisions to be made. 

With decades of experience in helping families going through these difficult times, The Serene Home can help you and your family navigate the process and reduce the material and emotional burden.

Guidelines…

Dealing with the practical considerations of a loved one’s estate:

The Serene Home can be an advocate for you and your family during this time. Here are the services that The Serene Home can provide:

  • Set up an initial project management plan to settle the Estate along with the family and estate administrators

  • Communicate with the family throughout the process. Provide emotional support.

  • Manage the discontinuation of your loved one’s mail, deliveries and scheduled services.

  • Locate and review the deceased’s paperwork and filing. Establish a filing system to maintain records for probate and estate taxes.

  • Coordinate bill payment and property maintenance with the Executor.

  • Work with the Executor to provide information required to locate assets.

  • Assist in obtaining valuations and appraisals of property.

  • Inventory, sort and organize contents of the home for family to review.

  • Accompany the family whenever appropriate to answer questions, address concerns, provide support.

  • Assist with the distribution of the physical assets according to the will or trust.

  • Help each family decide which items they want to keep separating sadness and guilt from what truly sparks joy for them.

  • Work with the family to mediate areas of conflict regarding the distribution of property.

  • Facilitate donation of items to non-profits or charities.

  • Work with realtor to prepare the property for sale.

The Serene Home is here to help.

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  • 1st Step

    Schedule A Free Consultation

    Let’s begin with a 15 minute phone consultation to get an overview of your needs and how my services might help you across the finish line.

  • 2nd Step

    Schedule An Appointment

    Whether in person or virtual, you’ll receive a package of information and guidance to prepare you for our work together.

  • 3rd Step

    Address Challenging Issues

    With guidance and support, the process is relaxed but focused. There’s no judgment and you won’t feel pressured to give up things you want to keep. 

  • Final Result

    Make Room For Serenity

    With guidance and support, the process is relaxed but focused. There’s no judgment and you won’t feel pressured to give up things you want to keep. 

    Once you begin to make more room for serenity in your home,  joy will begin to find it’s way into other area of your life as well!

    The Serene Home also offers a virtual organization program for those who are outside of the NYC area.

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  • “Our clients, one of the largest international pharmaceutical firms, wanted a unique and enriching presentation for a key advocacy groups attending a national conference in Chicago.

    We worked closely with Karin to develop the format and program that met the vision of the client. She was strategic with creative ideas to present information that was interesting, entertaining and informative.

    The talk was reserved to capacity with a waiting list and was very well received. Karin conveyed methods that the attendees could use in their business and personal lives, focusing on managing the paperwork, material and content that was a key challenge for this group.”

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    Susan T.
  • “On a whirlwind tour, Karin and our PR team visited media outlets including NBC News, Parents Magazine, and Refinery 29.

    With spirited enthusiasm, she swooped in and organized desk tops using efficient space savers and providing guidance on how to manage content more efficiently. Her message was that the workspace could hold fun and joyful moments, even when the work is sometimes tedious.

    The editors were delighted and so was the client.”

    Alison
    Alison S.
  • “I worked with Karin on a project which involved the move of a large medical practice from one office to another expanded space, which was newly gut-renovated. We recognized that there were challenges and opportunities to the move and wanted to ensure that we set up the operations carefully and thoughtfully so that it was fully operational from Day-1.

    She listened well and remained positive and enthusiastic throughout the entire project. She approached all endeavors with a tremendous seriousness of purpose. When faced with challenges or problems, her orientation for finding solutions served to accomplish whatever needed to be done. She was able to lead us in getting rid of unneeded, outdated or seldom used items by asking us to consider, What is the future use of this item?

    Jay W.
    Jay W.
  • “Karin’s sincere work efforts (and ethics) keep things moving toward the end goal of a safe living and working environment that is well organized and functional. This makes it so much easier for my 80 year old Mom to maintain her home. Kudos to Karin! We couldn’t have done it without you!”

    Jane Smith
    Jane Smith
  • “I contacted The Serene Home after learning about KonMari and was hoping to get some assistance with organizing my home. Because I live outside the NYC area, I was able to use her virtual tidying plan and work with her via email and FaceTime. This was the perfect solution for me. My week is super busy and my free time very limited, but this program allowed me complete flexibility.”

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    Lissette A.
  • “I received home organizing from Karin at The Serene Home as a Christmas gift from my boyfriend! Karin came to our apartment and helped me declutter and organize my closets using the KonMari method. She is understanding and informative, which made the process much more enjoyable. Karin had great suggestions and ideas for using our space better and making our day-to-day life easier. I highly recommend The Serene Home!”

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    Madison M.
  • “I’m thrilled to have worked with Karin at The Serene Home! I was preparing for a life changing event, and needed some professional input to help me work out storage solutions and new decorating ideas for my apartment.”

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    Elena
  • “I started working with Karin a few months ago as I was getting ready to renovate my apartment and needed some help with organization. As it turned out, the project has taken longer than expected and has had some complications, but with Karin’s help, I have been able to stay relaxed and calm, while taking care of various organizational issues step by step.”

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    Linda L.
  • “Serene Home’s vibe is cooperative and consultative….. she is a great listener and tuned into my challenges and needs quickly and responded with creative yet simple-to-deploy ideas and action. She’s assertive and collaborative, not strident and overbearing. I wholeheartedly recommend. Serene home can pull the thorn from your paw and turn your mess into blessed, too.”

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    Dawson M.
  • “My session with Karin Socci was extremely helpful. Karin is a tremendous professional. She gave me excellent ideas and many solutions to long standing challenges. I look forward to working with her again.”

    Barbara K
    Barbara K.
  • “Having someone come into my home to help me pull things together for a sudden overseas move was something I resisted until I was in a panic.  Karin was a very calming influence and made all the difference in deciding what to take, what to leave behind and how to get it all packed up. She has great resources who were amazing, but she was quick to jump right in herself to solve problems as they came up. I wish I would have called sooner, because I really needed the help, but she made it happen!”

    Trisha G.
    Trisha G.
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