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Organizing 101: Managing the Paper Trail and Estate Planning Documents

January 16, 2023 @ 7:00 pm - 8:00 pm

This Free Virtual Event is Open to the Public.

For tonight’s presentation, we’re partnering with Attorney Robert Monahan of Robert Monahan Firm to discuss Organizing and Estate Planning. Developing a plan for your estate, working with an attorney to prepare the documents, and organizing and storing them securely takes time, effort, and strategy. If you don’t know where to start, both JB Organizing and Robert Monahan are here for you. On the organizing front, we’ll look at some practical ways to manage the different types of paper and information we deal with every day. In addition, this talk addresses how we can use technology to help us tame the paper trail. Not sure what paper you have to keep and what you don’t? We will cover this information as well, and work on instituting maintenance practices, to prevent future feelings of “drowning in paper” so that you have the important documents that you need and a plan to manage the paper flow.

Venue

Virtual via Zoom

Organizer

Bob Monahan
Phone:
847-848-6165
Email:
monahanfirm@gmail.com
View Organizer Website