As you would be aware, every estate, like every person, is different. Yes, there are legal processes that must be adhered too & similarities between estates, however, we're fully aware that we're usually meeting executors & family members during extremely difficult times & an individualised approach is required.
That said, we are extremely process driven when clearing an estate. Our process flow looks something like this:
- An executor or family member will contact us for assistance. Usually, they're overwhelmed with what has to happen. They could be working full time themselves, living in different parts of the State (or world) & don't know how they are going to get things done.
Merry Christmas to everyone from Time Made! Whatever you're doing, I hope you have fun, are around friends & family, & make the most of the festive season. We are taking a few days off between Christmas & New Year, but otherwise, we'll be working. The phone is starting to run hot for our drop in house sitting service, where we come to your home, feed your animals, water the plants, collect the mail etc. Anything to make you look like you're at home when you're not.
If you're feeling a bit stressed coming up to the break, you may find these tips helpful.
- Don't feel like you need to go to EVERY Christmas party or function leading up to the big day. I suggest to my clients to be selective about what they attend. Do they really want to or need to go to every party? You don't have to roll into the Christmas break totally exhausted. It's ok to say no.
Clearing an estate can be a costly experience. Here are some tips that can help you expedite the process, possibly resulting in more dollars to be distributed through the estate.
- Locate the key financial documents. Make your solicitor’s job easier. Find the last Will, recent bank statements, life insurance policy, deeds, share certificates, tax returns – all the kinds of documents the solicitor will need to complete the estate administration.
It seems many of my clients have moving on their minds. The husband has been transferred. The wife has accepted a promotion. The retirees are about to enact their plans for their long-awaited sea change (I must insert here that my husband is extremely jealous of this couple). All of these people are in a great position when it comes to moving. They all have time on their side to plan an organised move.
If you’re looking at moving here are a few tips that will help you on your way.
- Start early. Start working through your home, one room at a time, well before moving date. Sort and purge so you only take what is important to you to your next home. There is absolutely no point paying to have clutter relocated from one property to another. You could donate, sell or dump items well in advance. Sorting and decluttering is good for the soul.