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Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust.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

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen