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022: Estate Organizing 101 with Professional Estate Organizer Meg Connell

Absolute Trust Talk

Release Date: 12/18/2018

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Absolute Trust Talk

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In a new episode of Absolute Trust Talk LIVE, Kirsten welcomes MassMutual Northern California Financial Planner, JP McDermott, MBA, ChFC, CLTC. As we dive into this topic of estate planning, financial planning, and life insurance, we will discuss topics like how to pay estate taxes with life insurance, the value of life insurance in blended families, business, and how the election results may impact our planning.

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More Episodes

When a family is grieving the loss of a loved one or an older couple is ready to move on to the next chapter in their lives by downsizing their lot, it can be overwhelming. Where do you start when you have a whole lifetime of stuff?

Professional estate organizer Meg Connell joins Absolute Trust Talk host Kirsten Howe in the studio for an all-new episode to discuss the estate organizing process. With over 20 years of organizing experience, eight years of experience at a Fortune 500 consulting firm, and a degree in interior design and architecture, Meg, along with her team at TheOrganizedOne, brings unique qualifications to the estate distribution process. In this episode, Meg shares what it is that an estate organizer does, the steps that her team goes through, and how she determines what distribution process might be necessary for one family versus another. Meg also discusses how she works with other professionals and outside resources to help fully manage the tangible property items of an estate.

Top Takeaways Episode #022:

1. Plan ahead! Don’t leave your family with a mess.

2. It’s only stuff.

Time-stamped Show Notes:

3:07 – What is an estate organizer?

9:40 – Is there a demand for an estate organizer when the children or heirs are living far away?

13:26 – What is the process an estate organizer goes through when the occupant has passed?

17:40 – Meg describes how an estate organizer bills for the work done.

18:29 – Kirsten and Meg discuss how to determine whether an estate sale is necessary and what the alternatives are.

24:43 – Where do you start when you walk into a home, and it’s packed to the gills with stuff or a hoarding situation?

29:40 – Meg shares some of the most interesting things she has found in a home.

34:45 – Why it’s important to have a plan for personal property

40:01 – How long does an estate organization project take?

Episode #022 Freebie:

Getting estate affairs in order is no easy task, regardless of whether the person is still alive or not. Absolute Trust Talk guest and estate organizing professional Meg Connell is sharing a resource guide exclusively for listeners. This resource guide lists places that can help you with your estate planning and estate organizing – even your estate clean outs. If you don’t know who to talk to or how to get started, this tool is for you and your family. Click here to download your copy now!

Resources/Tools/Links Mentioned in This Episode:

The White Elephant Sale – Oakland Museum

East Bay Depot