March 2020
"Get Ahead of It"

Your monthly look at the world of estate administration and professional organizing... plus random thoughts on world travel, craft beer, and local businesses we love.  Submit feedback (or schedule a complimentary Discovery Call) at eileen@legacyestateorganizing.com

LEO launches life and legacy planning with "My Life Packet"!

 

I am pleased to announce that Legacy Estate Organizing -- still your go-to resource for estate administration (after death) -- is entering the life-and-legacy-planning arena (before death)!  I am now an authorized reseller and coach for "My Life Packet" (MLP), a proprietary life-organizing tool for anyone and everyone.  Special thanks to Liz O'Neill of Clearly in Place for welcoming me so graciously into the MLP family.

 

When I launched Legacy Estate Organizing, I intended to focus on helping executors to compassionately and efficiently administer their loved one's estate.  And I still do that.  However, I kept getting requests like "But Eileen, what about the living?  Why not help people put their affairs in order before death??"

 

Enter My Life Packet.  Like Goldilocks, I was looking for a product that was neither too hard (thereby dissuading users from completing the pages) nor too easy (thereby leaving too many matters unaddressed).  MLP is that happy medium: a way to document, organize, and share everything from financial assets to end-of-life wishes.  By completing the ten subject areas, everyone can "get ahead of" their life and legacy planning, both for their sake and their loved ones.

 

You can get as much or as little help as you need to complete the MLP.  Now available:

 

1. Order your MLP binder or digital system to complete on your own;

 

2. Work with me in a private coaching session, which comes complete with the binder AND digital versions of the MLP system;

 

3. Participate via online, small-group webinar, which includes your choice of the binder OR digital MLP system;

 

Or, scheduled to begin May 2020:

 

4. Attend one of my in-person, small-group coaching events (yes, with snacks!), which includes the MLP binder system.

Request Information on My Life Packet
Request Now

One-Minute Estate Tip

[As the executor] Keep a detailed check register for every asset deposited into the estate [bank] account and every payment made out of the estate account.  Assuming your handwriting is legible, this listing can simply be copied come tax time.  It will make life much easier for you, your estate attorney, and the poor [person] who has to prepare the personal, estate, and/or trust tax returns.

 

       (excerpted from "After the Funeral"; available on Amazon by clicking here)

Travel the world... from your armchair!

Smithsonian Open Access

 

Perhaps, just perhaps, you now find yourself with extra time on your overly-sanitized hands and are looking for an educational distraction that doesn't require leaving the house.  Best-selling author Gretchen Rubin recently shared that the Smithsonian Institution has opened its vaults and put an abundance of its collection online... for free.

 

Simply go to www.si.edu/openaccess and discover "images and data from across the Smithsonian’s 19 museums, 9 research centers, libraries, archives, and the National Zoo"!  For example, I typed "Julia Child" into the search field, and up popped the adjacent image of the patch for the cooking school that Julia started with two French colleagues -- l'Ecole des Trois Gourmandes.  [Who said my French degree would never come in handy??]

 

Explore the world with your fingertips... until the day you are ready to get on an airplane again and travel for real.

Rockland County, NY, USA
845-200-3500

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