Training

Following the NAPO philosophy of "Cooperation Above Competition," Jeanne occasionally offers training seminars and workshops to equip other professionals to offer the services of Estate Organization and Assisting Estate Administrators.

Jeanne K. Smith of Exit Stage Right presents a two-day workshop on Estate Organization and Assisting Estate Administrators featuring Exit Strategies: A Plan and A Place For Your Estate Information™, Jeanne's estate organization software program.
 

TRAINEES

Jeanne has trained numerous professionals in the fields of Estate Organization and Assisting Estate Administrators.

Click here to view this list (PDF) of trained professional organizers in your area.

THIS WORKSHOP

In addition to the pre-planning aspect of Estate Organization and services of assisting estate administrators or conservators, you will be taught:

• Vital pre-planning information included in the software package on estate organization
• How to assist executors or successor trustees or conservators
• Practical issues at a time of death
• What NOT to do before contacting an attorney
• Fiduciary duties
• Recordkeeping
• Probate timelines
• Estate tax returns
• Management of physical property and assets — from cleaning out homes to choosing the best method of disposition of the contents
• We will also cover marketing ideas, business alliances, pricing, and how you can add this to your business and get the additional income!

We're on the cutting edge of this field! The demographics of our aging population indicate that there will be an ever increasing need for these services. Adding these services to your practice offers you a new economic security, as the demand for these services has proven to be recession-resistant.

MATERIALS

All participants will be provided with four complimentary copies of the CD-ROM: “Exit Strategies: A Plan and A Place For Your Estate Information ™”, a workbook format containing the identical material as the CD, and an extensive training and resource manual prepared for this training.

Testimonials

"I found your class to be very informative, clear and concise, especially for someone who is just starting in this field. I was going in the wrong direction without the training you provided, and you covered every subject that I need to help others and get my own affairs in order. It was well worth the investment. I would definitely recommend your class to others. Thanks!"

Kathy L. Wright
SOS Specialty Organizing Services
Tracy, CA

“Your workshop gave me the confidence to pursue Estate Organizing as a vital part of my business. Your personal coaching and gentle guidance have helped me with various projects and I value you as a mentor.”

Robin K. Dorsh
Organized Environments, Inc.

“Jeanne jump-started our business over 5 years ago. If it had not been for her excellent class in Estate Organization, I would not be working with seniors today. Jeanne is an expert in her field and her no -nonsense approach to getting your affairs in order has given our family peace of mind in planning for the future."

Ginger Franey

Out of Chaos