[PODCAST] 033: Organizing End-of-Life Documents
In this episode of Keeping You Organized, Certified Professional Organizer Heather Ahern discusses organizing your End-of-Life documents.
LISTEN: Audio (only) Podcast
WATCH: Video Version
00:50 The psychology of end-of-life document planning
01:30 The ideal age to start your estate plans
02:30 Preview of Heather's NAPO conference talk
03:30 Tips to getting organized for estate planning
04:35 Is it good to bring a lawyer in when planning your will?
06:00 Heather’s planning system
07:13 Heather shares insights from a recent client project
08:50 Tips on what to keep in a safety deposit box
11:20 Heather’s role as the local NAPO Professional Development Director
12:15 Are organizers themselves organized for the future?
13:00 Heather's advanced strategies
14:45 Electronic Apps for tracking your assets
17:22 Heather’s organizing work and how it is different from others
18:05 The newest trend in organizing
18:55 Heather’s personal organizing style
19:45 The types of things you cannot digitize
20:34 Heather's final important tip
Heather's website: www.TheFunctionalHome.com