Estate Organization:

One of the best tools I’ve found for getting your affairs in order is Jeanne Smith’s “Exit Strategies: A Plan and A Place For Your Estate Information,” a software program that provides you with a place to record your vital personal information and wishes.


Whether you are assembling the jigsaw puzzle of your estate as a single person or a family of 10, the data pages under major headings of Personal Information, Legal Issues, Household, Health, Insurance, Vehicles, Finances, Final Arrangements and Spiritual Issues can be manipulated to provide space to record all your information.

The Family Resource Guide included with the Exit Strategies software, provides an extensive primer in aging and life planning with in-depth explanations of Medicare, Social Security and Adult Living Facilities.

Filing Systems:

Most people feel they are drowning in paperwork, and though filing can bring a degree of relief and satisfaction, few of us enjoy spending hours rifling through our file cabinet drawers.

I will teach you to use a tool called FreedomFiler, a system tested and proven by professional organizers. The easy folder names let you file and retrieve up to 20 times faster than typical home systems, and the self-purging feature will forever eliminate the hassle of cleaning out and reorganizing your files. Click below to learn all about this great system.