Estate Organization – Creating a Strategic Game Plan


Few things in life can feel more overwhelming than being responsible for the management of a loved one’s estate. While our homes are filled with the memories of holiday’s celebrated, meals prepared, and generations of living, they can also be filled with a lifetime of accumulated stuff.

Estate Organization is the process of organizing and documenting all of the information and possessions related to one’s estate.  Ideally, assisting one’s parents by proactively discussing the various aspects of the estate can reduce the amount of stress and time spent managing the estate when they are no longer able to do so. However, often children of aging parents are left to sort through the belongings of a loved one after his or her passing, which triggers a variety of emotions and can often feel paralyzing. With countless decisions to be made, few are prepared or equipped to handle it alone in addition to their current responsibilities.

But you don’t have to do it alone! Simplicity can assist you in a variety of ways and empower you to make decisions about the dispersement of items. Specifically, here are a few ways that Simplicity can support you throughout the estate organization process:

  • Sort items by category and assist with the decision-making process
  • Schedule pick-up of donated and consigned items
  • Create an inventory of items that includes an Excel spreadsheet and photos
  • Contact and schedule an appraiser
  • Contact and schedule an estate sale coordinator
  • Schedule packers and movers
  • Schedule removal of trash and debris
  • Locate a storage facility

Here is how one client described the experience of working with Simplicity to handle his family’s estate:

estatesale“I found out about Simplicity through an attorney friend who was working on settling my parents estate.  Needless to say, our family was in the middle of a stressful life event.  What we needed more than anything else at that moment was a sense of peace and yes…Simplicity.  The Simplicity team responded quickly to our need to organize and inventory a vast array of items and personal effects. They expertly cataloged all of the items and efficiently planned many aspects of the estate settlement.  My whole family is forever grateful for the team at Simplicity for their professionalism and compassion during a difficult time for our family. I would highly recommend their services as a result of our very personal experience.” – M. Warstler 

Whether through working with your family to develop a strategic game plan for your family’s estate or coordinating the estate management process after a loved one’s passing, Simplicity is here to help!

Once decisions have been made regarding the dispersement of physical belongings, we recommend the following vendors to help you appraise and sell any remaining cherished items.

Estate Vendors

These vendors offer estate sales, appraising and liquidating.


Caroline T. Gray, ISA CAPP

(704) 365-4539


Estate Consignment

Sleepy Poet Antique Mall

4450 South Boulevard, 
Charlotte, N.C. 28209



Clearing House

701 Central Avenue
, Charlotte, N.C. 28204



Fifteen Ten Antiques

1510 Central Avenue, 
Charlotte, N.C. 28205



Rooney Robison Antiques

1719 South Boulevard
, Charlotte, N.C. 28203



Southend Exchange

1616 Camden Road, Charlotte, NC 28203




Showroom: 3916 Park Road, Charlotte, NC 28209



Consignment on South

4450 South Blvd., Charlotte, NC  28209



Classic Attic

4301 Park Road, Charlotte, NC 28209



When is clutter considered a problem?


Have you noticed clutter and hoarding have become a hot topic in the media recently? Have you seen the television shows on TLC and A&E and wondered if you or someone you love might be a hoarder? Well, hoarding is NOT a new trend or phenomenon. It has been around for a long time, but is usually only discussed behind closed doors. It is also more common than you think, with 2-5% of the population struggling with this issue (even more than the number of people who have OCD or Bipolar disorder which we hear about all the time).

Hoarders often keep items for many of the same reasons as you and I do, such as:

  • for sentimental value – an emotional attachment or to remember an important life event
  • for utilitarian value – the item is, or could be, useful
  • for aesthetic value – the item is considered to be attractive or beautiful

However, the clutter becomes a larger problem when someone begins acquiring possessions compulsively, never discards items or is not organizing or maintaining the saved possessions. The constant acquisition of items, combined with a refusal to discard any items can reach a point where one’s safety becomes a major concern.*

If you are curious about hoarding, please join Dr. Andrea Umbach and Simplicity Organizers for a discussion about clutter and hoarding. Dr. Umbach is a licensed psychologist who specializes in the treatment of hoarding, anxiety, obsessive-compulsive disorder, phobias, and trichotillomania. She trained under experts in the field and works with individuals who hoard both in and out of their homes. Dr. Umbach hopes to address questions you have about hoarding such as:

When is clutter considered a problem?

What is the impact of clutter?

What is the difference between collecting and hoarding?

Where does hoarding come from?

What can be done to help individuals who hoard?

Dr. Andrea Umbach

To learn more about Dr. Andrea Umbach, please visit her website or the Charlotte Anxiety Consortium.

*Information gathered from Children of Hoarders website.

Use It Up

“Use it up.  Wear it out.  Make it do. Or do without.”

wantvneed Can you hear your grandmother’s voice when you read this ditty?  It was popularized during World War II when consumer goods were scarce and money was tight. Being thrifty was a way of life for most. Frugality was a practical necessity and a sign of patriotism and virtue.

But somewhere along the way, we seemed to forget all of this.   The last 70 years have been mostly prosperous.  Even the great recession of 2008 didn’t do much to dampen our collective enthusiasm for buying.  We buy because we want, not because we need.  These two words are used almost interchangeably, even further blurring the distinction between wants and needs.

The range of products and services vying for our dollars has never been broader. Online or bricks and mortar- shopping has never been easier or more seductive.  So much for Grandmother’s admonition!

Without advocating to a return to the 1940’s, might you live more easily with fewer things?  Look at your stockpile of food, cleaning supplies, toiletries, clothes, office supplies, toys, electronics and knickknacks.  How much is enough?  What is too much?  When are you simply awash in clutter?

So what’s the solution? At the very least, consider taking stock of your things.  See what you have at home that can be used up or worn out. Resist impulse purchases.   Make a list of needs and stick to it.  Limit your wants.  Try making do or doing without.  You probably won’t feel the least bit deprived and might be truly liberated.

Remember, you might think you’re the master of your things, but in reality, you’re their slave.