JEANNE K. SMITH
Professional Organizer, Speaker and Author
Pioneer of Estate Organization
Jeanne K. Smith combines her practice of organizational consulting
and speaking, with the estate organization field she pioneered
in 1992 when she started Exit Stage Right, LLC®.
On the estate organization side,
she realized that having the legal and financial planning accomplished
represents just two pieces of the
estate planning puzzle. You will need much more information available
to be adequately prepared for life-changing events, such as facing the
realities of disasters, incapacity or death losses. To facilitate this,
Jeanne created Exit Strategies: A Plan
And A Place For Your Estate Information™.
Available in either a computer software package or in a workbook format,
this framework organizes the puzzle pieces into a complete picture, and becomes the family's personal resource guide at times of crises.
Jeanne was a pioneer in offering hands-on
services to conservators,
successor trustees, or executors with their paperwork and physical
estate management duties. Her clients maintain their fiduciary roles and responsibilities.
She is a frequent presenter at professional association conventions,
sharing her unique perspectives and solutions - to understand and assist
clients overcome procrastination and preparation anxiety, in order for
you to help get their affairs in order. These same skill sets enhance
the organizational abilities of any professional, leading to increased
effectiveness, reduced stress, and setting of personal boundaries - to
find and maintain a balance between their work and personal lives.
Jeanne works with individuals to address time
and paper management issues
to increase effectiveness, reduce stress, set personal boundaries and
find a balance between work and personal time. She offers accountability
coaching to help maintain that balance.
In addition to numerous local newspaper articles,
she has been featured in the Kiplinger's Retirement Report, The
Wall Street Journal, The
Practice, Health Magazine, AARP Magazine and others, and on television
on Contact 4-KRON-Bay TV, and Quicken.com Money Reports.
is a Past President of the Northern California Chapter of the National Speakers Association and the San Francisco Bay Area Chapter of the National Association of Professional Organizers. She has served on the boards of the Peninsula Estate Planning Council and The Financial Planning Forum. She is currently on the Estate Planning Council for the El Camino Hospital Foundation.
"Exit Stage Right provides an invaluable service. Leaving one's
affairs in order requires more than simply having the right estate documents.
The work Jeanne does with and for her clients is a true gift of caring."
Estate Planning Attorney
"Our family considers Jeanne K. Smith to be our Guardian Angel, who
has come to our rescue in many times of need. She has offered her spiritual,
emotional and practical assistance through family illness and loss, assisted
in moves, and even organized the office and files. Jeanne is honest,
compassionate and always there to encourage."
Pat's Medical Insurance Counseling
"After my dad died, I spent several months trying to take care
of his estate. Although I had scheduled myself for weekly visits to
intending to spend the afternoon cleaning up, I often left after only
30 minutes, feeling overwhelmed. Often I was overtaken by the emotion
of dealing with what seemed to be a very painful and insurmountable
task. Finding Jeanne K. Smith allowed me to get through the heavy inertia
had been immobilizing me. I felt supported by her, and after each session
the task of cleaning up the estate felt more and more manageable. I
highly recommend Jeanne K. Smith's wonderful organizing services."