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New Year's Organizing Checklist

Here are some helpful guidelines to keeping your home, or at least the paper in your life, a little more organized.

If you feel like you are constantly buried beneath stacks of paper, it may be time to make a change and get organized.

The more paper you have stacked on your desk, or hidden away in drawers, the harder it will be to find important documents when needed.  

Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust.

To make it easy, we've provided a checklist that you can use to guide you along the way.

Happy Organizing!

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CLIENT Story

Heather was wonderful. She explained, in understandable terms, why it is important to establish an estate plan. I never realized what would happen, without a plan in place, and we could not bear the thought of our child in arms of absolute strangers while the court system sorted out his future.
Meri