Welcome!

Please take a look at my free content to get you started on the right path.​ I’d like to share two tip sheets to assist you during this time. For a quick and colorful look at estate planning and administration, please view my Legacy Estate Organizing monthly newsletters.  (You can sign up to receive my newsletters via email under the Contact tab.)

Quick Tips for Administering a Loved One's Estate

Click the document to enlarge.

The Executor's Cheat Sheet

Click the document to enlarge.

Legacy Estate Organizing Newsletters

• January 2019 - Inaugural Newsletter

• February 2019 - A Labor of Love

• March 2019 - Gratitude is Always in Season!

• April 2019 - Are You Literate??

• June 2019 - Help Is At Hand

• July 2019 - Rock, Paper, Scissors

• August 2019 - Vacation, All I Ever Wanted

• September 2019 - Start the Conversation

• November 2019 - Videos and Beer

• December 2019 - Gifts and Gratitude

• January 2020 - Get an Early Win

• February 2020 - All Thanks to Steven

• March 2020 - Get Ahead of It

• May 2020 - Frozen in Place?

• June 2020 - Perception of Risk

• August 2020 - O Money, Where Art Thou?

• September 2020 - Fall Reset

• October 2020 - Estate Planning Awareness Month

Videos Featuring Legacy Estate Organizing

• 1. What is an Estate Organizer? (5:30) - A special thank
  you to Joseph Chu, The Assisted Living Answer Man!
   

• 2. What Can Everybody Do to Make Things Easier for Their Eventual Executor? (5:14) - Assisted Living Answer Man Series
   

• 3. How Do We Claim Lost Assets? (4:55) - Assisted Living Answer Man Series
   

• 4. What Are the First Steps to Take Following a Loved One's Death? (5:05) - Assisted Living Answer Man Series
  
   

• 5. Where Does the Executor Look to Find the Assets? (6:23) - Assisted Living Answer Man Series

​

• 6. The Lemonade Stand (7:00) - An interview by Bergen Neighbors Magazines' Publisher Doug Drohan, May 2020