Beyond The Estate Plan

Estate Planning Documentation Resources from the Experts

We love helping families plan for the unexpected and organize their estate.

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Where To Store Your Estate Planning and Other Vital Documents

Judith Guertin

Where To Store Your Estate Planning and Other Vital Documents

Renowned author and professional organizer Judith Guertin will help you develop a plan to secure and safely keep estate planning documents a

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All Posts 11 posts
Estate Planning Basics 3 posts
Digital Asset Planning 3 posts
Safety and Security 3 posts
Productivity & Organization 6 posts

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Estate Planning Basics
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Safety and Security
Productivity & Organization

Are Estate Planning Fees Tax Deductible: A Guide

Judith Guertin

Mar 18
4 min

Are Estate Planning Fees Tax Deductible: A Guide

Estate planning is a critical aspect of one's financial life, ensuring that your assets are distributed according to your wishes after...

18 views0 comments

"The Importance of Safeguarding Your Vital Information: Tips for Protecting Your Personal Data"

Judith Guertin

Feb 28
3 min

Estate Planning Basics

"The Importance of Safeguarding Your Vital Information: Tips for Protecting Your Personal Data"

Introduction We've all heard peculiar tales of safeguarding valuables—money stashed in mayonnaise jars, or jewelry hidden under trash can...

37 views0 comments

Tips for a Well-Organized Start to January 2024

Judith Guertin

Jan 3
3 min

Productivity & Organization

Tips for a Well-Organized Start to January 2024

January 2024 Your Chapter One Each January I like to do some simple housekeeping in my office. Taking a few minutes now reaps benefits...

33 views0 comments

Judith Guertin

Dec 15, 2023
3 min

Productivity & Organization

Is Your Car Ready For Winter?

A few weeks ago, after a fabulous vacation in the Caribbean, I returned home to a dead car. Yup, not even a brief sign of life. So, I...

11 views0 comments

Create Your Holiday Game Plan: Tips for Organizing and Simplifying Your Festive Season.

Judith Guertin

Nov 20, 2023
3 min

Productivity & Organization

Create Your Holiday Game Plan: Tips for Organizing and Simplifying Your Festive Season.

Believe it or not, we are already in full on holiday mode. While it's a time of joy and celebration, it can also add to your already busy...

22 views0 comments

Hidden Money in Your Credit Card Accounts?

Judith Guertin

Nov 20, 2023
2 min

Productivity & Organization

Hidden Money in Your Credit Card Accounts?

How closely do you look at your credit card statements each month? Do you check them to be sure the charges are accurate? Are you keeping...

16 views0 comments

Judith Guertin

Nov 20, 2023
4 min

Productivity & Organization

Is There An App For That?

Recently, I gave a presentation: Re-imagining Your Relationship with Your Smartphone. My goal was to answer the questions relating to our...

19 views0 comments

"From Chaos to Calm: A Journey of Transformation through Organizing and Productivity 🌟

Judith Guertin

Nov 20, 2023
2 min

Productivity & Organization

"From Chaos to Calm: A Journey of Transformation through Organizing and Productivity 🌟

My very first client told me “I would put my things away, if only I knew where that was…” That was a pretty telling statement. Now, this...

19 views0 comments

Judith Guertin

Sep 6, 2022
3 min

Digital Asset Planning

The Hidden Estate - Your Digital Assets

What the heck are your digital assets and why would anyone need to know what they are? Your Digital Assets include all the information...

10 views0 comments

Judith Guertin

Mar 7, 2022
5 min

Digital Asset Planning

Password Manager Tools

Keeping your digital data safe is very important. Where do you keep the keys to your digital kingdom? How safe are your digital details?...

49 views0 comments

Judith Guertin

Mar 7, 2022
4 min

Estate Planning Basics

Where To Store Your Estate Planning and Other Vital Documents

Renowned author and professional organizer Judith Guertin will help you develop a plan to secure and safely keep estate planning documents a

110 views0 comments

Estate Planning Documentation Resources from the Experts

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