Noteworthy Stories of My Career

During my years as a professional organizer, I have assisted with many different situations and have been fortunate enough to help people discover some financial peace from finding things they were not aware existed. I share some stories with you in hopes that you may find some enlightenment. Mrs. B and the health savings account
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Tags: career, clear filing system, estate, financial peace, important documents, My Confidant, personal stories

Common Struggles of a Personal Representative

The process of being a Personal Representative can be overwhelming and frustrating for someone who is unfamiliar with administering an estate. Even if this isn’t your first time being assigned as a personal representative, it can be very overwhelming. A personal representative has many duties and we cover those in our blog “Duties of an
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Tags: estate, executor, lawyer, My Confidant, paperwork puzzle, personal representative

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