Classes

As a Professional Organizer and Move Specialist, I often am asked to speak on downsizing, decluttering, moving, how to transfer non-titled property, how to live through being the Executor of a Will, what’s involved in being a Personal Representative, how to wrangle all your personal and estate information to hand on to your heirs, how Adult Children can talk to their parents about the future, and many other knotty issues.

I have personally have lived through these situations, and I love making the path clear for others through my teaching.

Here are my most requested Presentations:

Pass it on!
How (and Why) to start thinking about the transfer of non-titled property

This presentation helps family members think about planning ahead for the transfer of non-titled property.  It’s an overview of the issues surrounding the passing on of personal articles, and a discussion of the advantages of planning ahead.  This presentation is a favorite for older individuals who are likely to be facing housing transitions in housing at some point – they are glad to hear that there is a way to plan ahead that allows for more choices and fewer misunderstandings and conflicts.
This overview presentation includes:
  • What exactly is non-titled property?
  •  The advantages of Planning Ahead
  • Understanding Sensitivities: yours, and your family’s
  • Setting Goals
  • Identify special objects to transfer
Please note that this can be offered as a multi-meeting class, using the Workbook from the publication Who Gets Grandma’s Yellow Pie Plate™, developed by the University of Minnesota.  This in-depth class is a family-focused educational learning package, designed to encourage communication and informed decision making among members of a family unit.  It provides in-depth understanding of all six key concepts, and allows participants to develop skills through use of the workbook.

 

Get it Together!
A guide to finding, preserving, and handing on your Estate Information

 If you have an emergency, do you know where to direct emergency crews to your health documents? (medicines you are taking, dosages, what your wishes are as to care, who to contact…)
In a crsis, do your adult children know where to find your:
  • Household and health insurance information?
  • Advanced Health Care Directive documents?
  • Banking information?
  • Safety deposit access?
  • Long term care documents?
If not, let’s get it together!  This crucial information can be documented in a way that can be shared with appropriate family members, or the people you choose.  This presentation can motivate you to:
  • find and record your crucial information
  • always know where your important documents are
  • have a plan to keep it all updated
  • have a plan to share it with appropriate people
You will learn various ways of  recording the information electronically so that it resides in a safe place and can be transmitted to you family quickly when needed.

 

“No, I won’t move!”
An overview for the Headstrong and the Fearful

We all dread moving.  It doesn’t matter your age, to what place you are moving, and whether for business or retirement.  It’s no fun.  Just the thought of packing up strikes fear in most people’s hearts.
But how difficult is a move really?  Well, as it turns out, the process is often lengthy, cumbersome, tiring, and aggravating.  But there are ways to reduce these frustrations and make sure that your time and your money are well spent.
This presentation includes information on how to:
  • Make a Move Plan.
  • Decide when it’s time to move.
  • The difference between a Move and a Downsizing Move.
  • Downsizing techniques.
  • How and when to think about transferring non-titled property.
  • Avoid the biggest mistakes in planning a move.
  • Collect the crucial information you need to track during a move.
  • Protect your valuables during a move.
  • Keep on top of the work going on at your old house as well as at your destination.

Boomers:
Do you know where your parent’s crucial information is?

In an emergency, do you know how to direct emergency crews to their health documents? (medicine, dosages, wishes as to care, who to contact…)
Do you know where these pieces of information are?
  • Advanced Health Care Directive
  • Household and health insurance information
  • Banking information
  • Safety deposit access
  • Long term care documents
  • Military records
Working with our parents to locate and collect important information can be an exercise in trust for all concerned.  In this presentation, we look at tips and techniques to ease the discussion of planning for the future, and hints on how to help collect the documents our elders (and potentially you) will need moving into the future. Hint: the time to do it is NOW.

Create a Memory Book of your Home

Many times a family home has been the gathering place for important holidays and family events for decades.  Leaving this home is particularly hard, as families think that they will be leaving all those special memories behind.  Not so!  With a memory book, a record of the whole family’s memories is preserved so that they can remember, and their children can know, what a special place this house holds in the family life.
This is also a useful tool for honoring a life-giving home, and having a memento to save the special memories that a house held.
Sample of techniques covered:
  • Documenting the entire household though photography
  • Videotaping the stories of special items
  • Producing a written record of special items and events
  • Placing stories in a memory book.

 © 2015 Cynthia Rhys

Organizing People and their Households