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Simplify Your Life to Age in Place

Learn how to efficiently organize and manage your personal affairs to save them time and money as you age in place.

• How to create a personal inventory of important documents and items — bills, insurance policies, banking and investment accounts, tax forms, wills and powers-of-attorney, safety deposit box locations and keys, and passwords.
• How to manage home maintenance tasks — by creating a list of contractors and schedules for repairs and annual services such as HVAC maintenance, chimney cleaning, window washing, landscaping and more.
• How to create a plan for future support services — planning who will assume responsibilities for roles that will eventually need to be relinquished.  When this is done in advance, family and personal relationships are often strengthened and expectations understood.
• How to communicate your plan  - communication with your team to everyone understands their roles and your wishes.

Everyone will receive easy-to-use checklists to help them get and stay organized for years to come and can be shared with family members.

Bode Hennegan, the founder of Life Managers & Associates, provides planning and personal assistant services to simplify clients’ lives.