Help the family get organized.
- Create a task list, contact list, and calendar from the representative's instructions.
- Photograph and label selected belongings; record locations and approved destinations.
- Separate keep, donate, store, dispose, and undecided items.
- Organize receipts, service records, and documents for the appropriate advisor.
- Track vendor quotes, scheduled visits, and questions awaiting a decision.
- Provide concise updates to people you authorize.
less uncertainty about what exists, where it is, and what needs attention.