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.

EstateManagementTwo
  • 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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