A year ago, I wrote a companion guide for my best-selling book, The Boomer Burden. It was titled “A Boomer’s Guide for to Cleaning Out Your Parent’s Estate in 30 Days or Less.” Last fall, I began to review the material and realized that I could make a good book … EVEN BETTER.
Be the first to read and benefit from … How To Clean Out Your Parents’ Estate in 30 Days or Less. The original contents are almost entirely unchanged, but I have added more information, more advice, and more assistance to my readers.
In the revised edition, I have added more content on the actual cleaning out process. How do you prepare for those tiring days of cleaning out? What must be done first? How do you handle all the photos and papers that you will uncover in the home?
Like any inportant project that you undertake, you need to have two very important things ready: SUPPLIES and STRATEGY. We discuss both.
Together, we do the Cleaning Out of the house one room at a time, beginning with the attic, and ending with the last box packed and the last bag dragged to the dumpster. I give you everything you need to know to clean each area of the home, just as if I was with you on this project.
If you expect to deal with your parents’ home soon, or you know someone who is anticipating this difficult challenge, please read my book! Cleaning Out your parents’s home can be done in 30 days or less with the right plan and preparation, and I want to help you accomplish this.
Simply click on the book title at the right under “Books By Julie” to link directly with Amazon. com and order yourself a copy. Better yet, get a copy for each of your siblings. It’s best to be prepared before the crisis hits, when grief and stress overcome the family.
© 2011 Julie Hall
Today, I’m giving you another look at the practical content of my new book, A Boomer’s Guide to Cleaning Out Your Parents’ Estate in 30 Days or Less. This book is a carry-along guide, full of practical checklists and worksheets, and so much wisdom from my 20 years of experience in this field. Click on the link to the right of this blog entry to get your own copy. Buy one for each of your siblings too!
LOCATING CRITICAL PAPERWORK
Ideally, you have gotten all paperwork organized and accounted for, but in so many situations, this is not the case. What follows is a list of what needs to be accumulated in order to best deal with your parents’ estate:
- Power of Attorney
- Investment statements
- Life Insurance policies
- Automobile insurance
- Safe combination
- Credit card information
- Computer passwords
- Address book
- Real estate documents
- see my book for 12 more items you will need to have ready…
Knowing all the people who may have assisted your parents with the above paperwork may help you locate it.
- In-home care professional
- Financial Planner
- there are 5 more people listed in my book…
Important papers are often stashed in unusual places. Consider these locations when going through the home in search of paperwork and important documents.
- Under or in mattresses
- Books or Family Bible
- Above cabinets, cornices
- Closets – unmarked boxes
- Luggage compartments
- Behind or in picture frames
- Bottom of dresser drawers
- there’s many more places to search listed in my book…
How to empty the family home without losing your mind! That’s a concept that every Boomer should value, and this book gives you all you need! Since it begins with a section on “One or Both Parents are Living and Still in Their Home”, you’ll be able to use this guide immediately and keep using it until you actually have to clean out the home.
© 2010 Julie Hall
Over the next couple of weeks, I want to give you a taste of the practical wisdom I have poured into my latest book. The title is “A Boomer’s Guide to Cleaning Out Your Parents’ Estate in 30 Days or Less.” I definitely believe this is a realistic time frame, although many boomers spend years struggling with this process. Sometimes they move the parents’ belongings to expensive storage buildings, while they fight or avoid dealing with the stuff. It doesn’t have to be that painful or protracted; the estate can be cleared out in a deliberate and decisive way. It can be done with this guide.
This is a practical workbook that you can take along in your briefcase or pocketbook, and check off completed items, make personal notes, fill in worksheets.
Here’s a taste of what to expect, except in my book there is room for notes and there are boxes beside each item to check when complete.
WHAT TO DO IMMEDIATELY WHEN MOM OR DAD HAVE PASSED AND THE ESTATE REMAINS
The executor has a responsibility to protect all that the parents owned until all decisions have been made about the proper distribution and dissolution methods. The following are important, critical first steps to be taken by the executor or estate attorney in order to properly protect and prepare the estate on behalf of the deceased parents.
- Collect keys / change residential and other property locks (no exceptions)
- New master keys to be in the executor’s and/or estate attorney’s possession only
- Notify heirs and family members that locks have been changed for security reasons
- Remove valuables (should only be done by the executor or executrix) including: (see my book for the specifics)
- Notify heirs and family members that removal of valuables is temporary only until the estate is settled
- Prepare a list of all valuables to be kept in executor’s or estate attorney’s file for documentation
- Hire a professional appraiser to assess all valuables
This represents only a third of the material I’ve given in my book for this one list alone. If you’d like to read more, you can get a copy of my book by clicking on the link at the right of this blog. Another sample of my book next week!
© 2010 Julie Hall
A Boomer’s Guide to Cleaning Out Your Parents’ Estate in 30 Days or Less is now available online in print. It is soft-bound, like a workbook, with 82 pages. Every Boomer with retired or elderly parents should have a copy of this book! Please buy this book before the crisis so you’ll be prepared and armed with knowledge, resources, and guidance.
To buy from Amazon.com, simply click on the link to the right of the blog under “Books By Julie”. The book is also available through Barnes & Noble online.
I’d love to hear your comments here at my blog, but especially, on Amazon and Barnes & Noble. Thanks!
© 2010 Julie Hall
“A Boomer’s Guide to Cleaning Out Your Parents’ Estate in 30 Days or Less” is finally ready! It is currently available as an e-book which you can download and print out (http://www.booksonboard.com/index.php?BODY=viewbook&BOOK=686132). Within the next two weeks, it will be available in print also. I’ll include an update here on my blog when it has been released in print.
More than a “How-To” guide, A Boomer’s Step-by-Step Guide to Cleaning Out Your Parents’ House in 30 Days or Less is a “What To Do, When, and Why” take-along manual packed with meticulously compiled checklists, resources, and information. You are given logical, easy-to-follow steps so that you can literally clean out your parents’ house in less than 30 days. Best of all, you are given advice from a nationally acclaimed expert who has “seen it all” on how to do this for your own peace of mind and keep everyone’s best interests at heart.
Separate sections of this book cover practical checklists and resources to use when your parents are living and still in their home, when one or both parents are in failing health, and when parents have died and the estate remains. This book includes many worksheets, checklists, and forms you will need to effectively handle cleaning out your parents’ home. I want you to tuck this guide in your pocketbook or briefcase and use it throughout the process: my wisdom and experience at your fingertips.
Those of you who have read my first book, or read this blog for very long, know that I want to educate you. That’s my goal! There is a lack of information out there that handles cleaning out an estate, or dividing the estate contents equitably and without fighting. I want to create helpful and very practical guides that cut through to the essentials, and give you all the tools to educate yourself and then do the task effectively.
© 2010 Julie Hall