This list of resources is provided as a courtesy, and as a way for our clients to find help in different aspects of doing things they have never had to do before. Sometimes, it is likely this help will only be needed once or twice in a lifetime, but also helpful with planning their own future needs more thoughtfully.
Recommended Letter of Instruction Draft - After more than a decade of working with families to divide their personal property, I have seen the same issues over and over again play out with families, that could have been addressed by the deceased to greatly reduce conflict ... and ambiguity.
David's YouTube Estate Settlement Tips (Coming Soon)
Making a move at any age is difficult and stressful. Recognizing and managing the stress of relocating older adults is the hallmark of the National Association of Senior & Specialty Move Managers® (NASMM). Our ability to successfully manage transition trauma while helping older adults and their... families through the downsizing and relocation process makes the move from their home to their new residence stress-free! The National Association of Senior Move Managers (NASMM) is the leading membership organization for Senior & Specialty Move Managers in the United States, Canada and abroad. NASMM is recognized for its innovative programs and expertise related to Senior Move Management, transition and relocation issues affecting older adults. Senior Move Management is the profession that assists older adults and their families with the emotional and physical aspects of relocation and/or “aging in place.” Senior Move Managers® have significant expertise in resources and approaches that save money, reduce stress and produce quality results. Services are client-centered and personalized to meet the client's needs and preferences. Families, particularly, should never doubt the power of an outside expert! All professional members of the National Association of Senior Move Management must meet strict vetting requirements before approval. Consumers and referral sources should be confident that NASMM members represent the most qualified and capable Move Managers in this growing profession. Read More
MaxSold’s managed online auction service is the quick, straightforward and simple way to sell a large volume of household goods. By selling household contents on our online auction platform, you’ll get competitive prices for your possessions. With 95% of all auction items sold, you can be sure t...o clear out everything — from the antique china to the lawnmower, the Chesterfield to the soap dispenser. No matter what circumstance brings you to MaxSold, we pride ourselves on offering a personalized service that is sensitive to your needs and timeline. No added stress. No hassle. With COVID-safety protocols in place our simple, three-step process for selling household contents is the trusted way to downsize or auction an estate. Enter "FairSplit" as a discount coupon code for $100 discount with MaxSold. Read More
Whether it's your first time serving as an executor, or you're a professional estate attorney, EstateExec online software aims to make the estate settlement process easier and simpler. EstateExec includes step-by-step guidance for the executor, automatically customized for the particulars of the est...ate, and automated estate accounting, including Estate Inventory and Final Accounting reports, as well as executor compensation calculations. Like FairSplit, EstateExec offers online sharing, so you can easily coordinate with an attorney, accountant, or other co-executors. Read More
Executor.org is a free, comprehensive online resource that helps executors manage their duties in this complex role. The free tools include a customizable step-by-step 100+ step digital checklist. It also includes a data vault to help you get organized and invaluable videos and tips on everything fr...om planning a funeral, working with an estate attorney, selling real estate within the estate, and managing estate financial assets, to grief management and how to keep beneficiaries happy. Read More
Discover Organizing has been helping people organize their photos and memorabilia since 2003! We can: • Sort physical and digital photos into comprehensive categories • Digitize photo prints and 3D memorabilia using the state of the art scanning equipment • Create custom photo books and ...digital albums to share with your friends and family • Assist with the cloud backup and storage of scanned pictures • Issue a physical backup of your scans on a flash drive, free of charge • Provide the means of safely storing originals • And more! Let us be your one-stop-shop for all things photo! Read More