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Estate Planning Organization

Setting the Stage For Organized Holidays



Believe it or not, the holiday season is just around the corner. While it's a time of joy and celebration, it can also add to your already busy schedule. The key to a smooth and enjoyable holiday experience is early planning. At All Ways Organized, we've gathered some invaluable tips to help you stay organized and stress-free this festive season.

  1. Plan Ahead for Events: Use a single calendar to track all your family members’ activities. By jotting down everything, you can avoid over-committing and ensure a well-balanced schedule.

  2. Perfect Your Holiday Menus: Start planning your holiday menus now, especially if you’re trying out new recipes. Give yourself ample time to experiment with new ideas before your guests arrive. Opt for recipes that can be prepared in advance or frozen for convenience.

  3. Stay on Top of Greetings: Update your holiday greeting list and determine the number of cards you'll need. Consider creating photo cards early. After purchasing your cards, address a few at a time so they’re ready to send when the time comes.

  4. Organize Gift Wrapping Supplies: Take inventory of your gift wrapping supplies and keep a handy list. Buy items in advance when they are on sale and store them together in one container. This makes accessing and storing your supplies much easier throughout the year.

  5. Plan Your Gifts: Prepare your gift list in advance, keeping your budget in mind. This allows you to take advantage of sales and special offers, ensuring thoughtful and affordable presents.

  6. Combine Tasks: Consider combining outdoor lighting tasks with your fall cleanup. Getting lights onto trees before unexpected snowstorms is much easier, saving you time and effort.

  7. Shop Smart: Save time by shopping online or by phone to avoid long hours at the mall. However, be mindful of shipping and return policies before placing your order. Delegate shopping tasks to family members when possible to free up your time.

  8. Organize Holiday Decorations: When storing holiday decorations, sort them into containers by room and label each box with the name of the room or items stored. Use plastic recipe card holders with index cards for easy label changes as you add or remove items.

By following these steps and planning ahead, you can enjoy a stress-free and joyful holiday season with your loved ones. Happy holidays!


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Beyond the Estate Plan is the creation of Judith Guertin. Her passion is helping families organize and document their affairs to help everyone be prepared for the unexpected. Beyond The Estate Plan offers you the information you need to find, store, and locate your estate planning documentation, from a guide chocked full of checklists, documents, and advice, to helpful seminars, and even a membership community filled with others facing the same situations as you. Get as much or as little estate planning documentation help as you need with Beyond the Estate Plan and get peace of mind for you and your family.

Judith Guertin. Owner & Author

Judith Guertin is a renowned author, and a Professional Organizer and Productivity Specialist helping clients document, save, and share vital information. Her background as an occupational therapist and a professional organizer, allow her to share a wealth of knowledge about how to create and maintain order for everything in your life – including your estate plan. When tragedy struck her life with the unexpected loss of her mother in 2001, she found her calling to help others avoid the complications that can accompany a tragic loss through proper advanced planning.

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