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5 Useful Secrets for Solving Family Inheritance Disputes

7/18/2018

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It is a fact: in most family inheritance disputes, the only people who end up financially benefiting are the lawyers involved. But it doesn’t have to be that way!  By organizing, documenting, and talking about your wishes early and often, you can solve family battles before they even begin.

want to learn the 5 useful secrets for solving family inheritance disputes?  read on...

organize and document your wishes

Long before it is necessary, start organizing and documenting your wishes. This means putting your wishes for “who gets what” in writing, preferable a legally binding will. Hire a lawyer to prepare the will, or create one yourself online at a reputable online company (such as LegalZoom).

For example, if the eldest son is to inherit the family wedding ring so that he can keep it in the family, document it.  Without express written decisions made in advance, family disputes can rise up. Tell your heirs your wishes so there are no unpleasant surprises after you’re gone. ​
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honor written wishes

When a family member has passed away, the will is the legal document that has primary precedence is dividing up the remaining personal belongings, according to the law. It doesn’t matter if Grandma always told everyone that Billy should get the art collection: if it’s not in writing, it doesn’t legally count.  

If the deceased prepared an informal list of their wishes  (or marked items with labels, as some people do) AND the heirs can agree to it, try to honor those wishes.  The only people who financially benefit from estate battles are the lawyers involved. ​
Related Articles:
Sometimes You Can’t Do it on Your Own: When it’s Time to Throw in the Towel and Hire an Estate Clearing Professional to Help you Finish the Job

Nobody Wants the Family Heirlooms: What to Do When it Happens to You
with free  Declutter +Downsize Family Heirlooms Game Plan

Mom, We Have to Talk: 5 Ways to Discuss Downsizing with your Aging Parents
with printable Discussion Cheat Sheet

​Don't remove anything from the house ahead of time

If an ailing, aging parent remains in the home and starts “giving away” valuables or cash, the right thing to do is share that information with all the heirs.  Often times the adult child who is the perceived “favorite” benefits from this: this is a sure way to cause family disputes in the future. Take the high road and disclose to other heirs what has already been given to you.

After a family member passes, one of the very first things the Executor should do is change the locks to the house. This measure will prevent any neighbors, service providers, or unscrupulous heirs from “helping themselves” to belongings in the house. Nothing should be removed from the house until all the heirs can go through the home together. Always act with integrity and transparency to avoid family disputes over the belongings. ​
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​immediate heirs only

When it comes time for the heirs to organize and divide up the belongings, it should be the immediate heirs only.  This means no spouses, children, grandchildren, or close family friends. Reducing the number of people involved will streamline the process and keep it simple.
Related Articles:
Help Organize Your Aging Parents (While They are Young + Healthy)
with printable guide:  Two Easyish Conversations to Have with Your Aging Parents

Declutter, Donate, and Deduct

6 Things to Not Bother Collecting Anymore (and How to Tell What IS Worth Holding Onto)

​agree on a fair way to divide items equitably

Before the heirs begin dividing up belongings, agree to a fair way to divide things up.  Consider these ideas:
  • “Auction” items to the immediate heirs, using Monopoly money.  That way if someone really wants an item, they can splurge for it.  
  • Take turns choosing items, but change up the order each round (so that the person in last place has a chance to do better in subsequent rounds).
  • Having an estate sale?  Hold a family pre-sale so family has the chance to buy things they truly want.
  • Get valuables appraised by a professional personal property appraiser. When the true value is known to everyone, making equitable divisions is simply a math exercise.
  • Can’t agree on anything?  It happens more often than you think. Hire a professional mediator to settle disputes and equally divide up belongings. ​

Summary

Take the time now to organize, document and talk about your inheritance wishes with your family.  It will solve future battles before they even begin. 

Professional Disclaimer: The ideas, recommendations, and opinions on this website, blog, and made in person are for educational and entertainment purposes only, and should not be considered legal, financial, or medical advice. I am not an attorney, doctor, or licensed financial professional. Sage Organizing Co., LLC is not liable for any losses or damages related to actions or failure to act related to the content of this website, blog, or in-person discussions. If you need specific legal, financial, or medical advice, consult a professional in your area.
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How to Sort like a Pro: Advice from a Professional Organizer

7/7/2018

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​Whether you are organizing one room in your house or decluttering a home full of stuff, knowing how to efficiently sort is crucial to your success.  Professional Organizers use the tips and tricks on this checklist to help clients, and now I'm sharing those hacks with you. 

Ready to learn a professional organizer's tips for Sorting? Read on...

Set yourself up for success

Before starting any organizing or decluttering job, make sure you have all the supplies you need before you get started. ​
Tools/ Supplies Needed:
  • Post-it notes (consider the heavy ones) and/or painters tape
  • Color coded dots (for larger jobs)
  • Sturdy boxes/Packing materials/Packing tape
  • Sharpies
  • Trash Bags (preferably heavy duty)
  • Sturdy Step Stool
  • Work gloves
Logistics to Consider:
  • Work when not hungry or tired
  • Set small attainable goals
  • Make work area safe (trip hazards, pets, temperature, pests)
  • Clean as you go or do regular spot clean-ups

Keep

The first step is to sort your "keepers" into a pile or one area. Keep items that you love and actively use.  Items that aren't actively used should be moved into a long term storage area, such as a basement or attic. 
Tools/ Supplies Needed:
  • archival photo boxes and vital document storage
  • long term storage solutions (like large Rubbermaid bins)
  • short term storage solutions to sort into
Logistics to Consider:
*available space in actively used items
*temperature variation in for long term solutions
*transporting “keepers” to new location, if applicable
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Sell

Don't love it, but you'd like to make a little money from it?  Consider selling online or offline.
Tools/Supplies Needed:
  • Internet connection
Logistics to Consider:
  • Selling online?  Think about packaging and shipping costs for the item.
  • Consigning locally?  Research how to transport items to the shop, the details of the contract, and how unsold items are disposed of.
  • Safety first!  Use caution when meeting strangers and exchanging money. 
Related Articles
6 Things to Not Bother Collecting Anymore
Nobody Wants Family Heirlooms: What to Do When it Happens to You.
​Gift These 5 Wonderful Experiences To the Ones You Love..Instead of Buying "Stuff"

Donate

Have items that don't need to live with you anymore, but are still in great condition?  Give to a local charity. 
Tools Needed:
  • Post-its or colored dots
  • Bags or sturdy boxes to transport the items
Logistics to Consider:
  • Document, document, document.  Itemize your donations if giving a large amount.  Check outhow to easily keep track of donations here.
  • Whenever possible, schedule a pick-up for items at your home.  
  • No pick-ups available?  Immediately put the donations in your trunk and drop off on your next round of errands. ​
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Discard

Some things just need to be discarded.  If the items can't be sold or donated, its time for the trash/ recycling bin.  ​
Tools Needed:
  • heavy duty trash bags
  • floor protections for larger jobs (spills and scrapes)
  • broom/dustpan and vacuum
  • recycling bins
Logistics to Consider:
  • Household hazardous waste disposal
  • City trash + recycling pick-up and standards
  • Rental of a dumpster
  • Bulky item collection
Related Articles
HOW TO DOWNSIZE YOUR HOME BEFORE MOVING
4 Smart Ideas to Sell Your Stuff Offline and 1 Really Dumb One
with free printable How to Sell Items Offline Cheat Sheet
5 Tips to Sell Your Stuff Online
with free printable How to Sell Items Online Cheat Sheet

YOU'RE ready to sort like a pro!

Using this checklist, you now have the tools to Keep, Sell, Donate or Discard when you are decluttering and organizing. 

Professional Disclaimer: The ideas, recommendations, and opinions on this website, blog, and made in person are for educational and entertainment purposes only, and should not be considered legal, financial, or medical advice. I am not an attorney, doctor, or licensed financial professional. Sage Organizing Co., LLC is not liable for any losses or damages related to actions or failure to act related to the content of this website, blog, or in-person discussions. If you need specific legal, financial, or medical advice, consult a professional in your area.
Mother,Estate, Clearing, Cleaning, Out, Professional, Organizer, Deceased, Death, Parents, Mom, Dad, Father, Family, Service, Sell, Late, House, Home, Prepare, Sale, Hoarding, Help, Stuff, Possessions, Items, Loved One, After, Dispose, Elderly, Need Help, How to, Overwhelming, NAPO, Full Service, Do it Yourself, Family Meeting, Estimate, Evaluation, Charlotte, North Carolina, Free Resources, Executor, Administrator, Power of Attorney Hoarding Pack-rat
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About Me

CANDI RUPPERT, CPO®

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Certified Professional Organizer,  Estate Clearing Specialist, Organizing Nerd, and Business Badass. 

I help busy people organize their homes, lives + businesses.  Let me show you the ropes.

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