Organization for Estate Planning

Margaret Mondul provides services in the home assisting individuals in locating, organizing and safely filing their family's most important documents. Anyone who has recently lost a spouse who "took care of everything", or anyone who is moving and wants to be sure no important documents are thrown away, or children of elderly parents who may live out of town and want to make sure their parents have and can easily locate the documents they need - can benefit from this service.

The most important documents would be broken down into Identification/Personal, Banking, Investments, Credit, Real Property, Insurance (health, life, Medicare), Sources of Compensation, Legal, Computer-Related and End of life guidance. These are documents and accounts a family member may need to refer to on short notice or for estate settlement purposes. In many cases, all that is needed is to extract and summarize pertinent data from the original document and simply note where the original is located.

The organization of documents usually takes a minimum of 3 hours. Can also assist in identifying documents that can be discarded. Professional shredding can be arranged.