Professional Estate Organizer Training Program

The Professional Estate Organizer virtual program provides detailed steps and comprehensive knowledge to perform this defining advisory role. This information is described in 8 Modules.

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Help Others at an Important Time of Life Gain Essential Knowledge & Life Skills
  • Do you work in a position, or profession, where you care for, advise, or assist people?
  • Would you like to expand your care services?
  • Would you like to gain invaluable knowledge you could use in your community, at work, or for your family?
  • When faced with one of life's most difficult tasks, would you like to learn how to help others save time, stress, and anguish?

If you answered YES to any question above, READ ON!

Powerful Truths When people are faced with sorting and packing up a loved one’s home, they are:
  • Generally stricken with grief
  • Then due to lack knowledge of how to do the task
  • They experience intense fear, anguish, stress, and regrets
  • Plus their worries are so profound
  • They can’t think or act clearly
  • They don’t eat or exercise
  • They waste their limited time and
  • Waste precious possessions with the result
  • Their health suffers, and sometimes dramatically even for a long time plus
  • Their work or business suffers and
  • Frequently, families fall apart!

Why let that happen? There’s no need! Not today!

People Cry Out for Help and Advice You can help them!

The Professional Estate Organizer program provides detailed steps and comprehensive knowledge to perform this defining advisory role. This information is described in the 8 Modules.

After completing the training, you will have...
  • The intricate details required to advise a client (given their circumstances) how to sort and pack up a loved one’s entire life possessions, possibly gathered over 50+ plus years.
  • The Nuts & Bolts of estate organizing described in Modules 1-8.
  • The significance of mastering pre-preparation and organization
  • Checklists and plans needed for this service
  • How to identify different markets for your PEO service
  • Successful marketing and promotion strategies for this service
  • And much more!
  • In addition, there are two optional modules on the topic of Public Relations and Marketing.

People look for effective, efficient, and sensitive professionals for their unique situation. Professionals who can help alleviate and reduce the negative affects people always experience during and after closing the final chapter of a loved one’s life.

This training will provide you with the knowledge required to set up your own estate organizing business and advisory service.

Organisations, retirement and nursing homes, and mobile businesses (i.e. legal, financial) may choose to offer a PEO service. For entities such as these, if this appeals to you, please contact this office, as it is possible for a specific program to be tailored to your requirements.

You don’t need any previous experience. You simply need a genuine desire to help others.

If you previously worked in, or still occupy one of the following professions, then becoming a Professional Estate Organizer will definitely compliment and expand your skill set.

  • Nurses
  • Counsellors
  • Marriage & Funeral Civil Celebrants
  • Organizers
  • Carers & Aged Care Personnel
  • Wellness Practitioners
  • Life Coaches
  • Love of Helping Others
Just Remember

Lawyers and attorneys deal with the legalities, accountants the financial affairs, funeral directors deal with the physical body, celebrants with the funeral celebration and grief counselors help with grief. YET families and individuals are left to muddle their way through the packing up role and task, in addition to their other responsibilities, all while starved for time.

Until recently, no dedicated estate organizing programs existed to train people to help, advise, and show others how to perform the role to suit their unique circumstances.

The Professional Estate Organizer Program comprises of 8 modules. Each module will run approximately 35-55 minutes. Each session will be recorded and available to participants in a private student portal area. Before each module, you will be able to access and download the corresponding workbook.

The information in each module will equip you with the knowledge required to provide advice to a client on the most efficient, effective, least stressful approach to the sorting and packing up task they face.

Module 1
Introduction to the Program - The Changing World; Why This Knowledge & Role is Needed

You will gain an overview of the world of organizing; Today’s Reality as it relates to this topic; This Growing Market; Why This Role and Service Is Needed; Five important decisions you’ll need to make in the role of an Estate Organizer. Observation and Presentation Skills; The Importance of Having a Distinct Niche in Business and The Benefits of Being an Estate Organizer.

Module 2
A View of The Intricacies & Issues of Society & Families Today

We’ll show you a different side of Families & Society; the important issues about precious pets after all they are family. Other topics include the early packing up issues to be aware of and the ways you can help and advise others.

Module 3
Important Information To Know Be Aware Of & Understand

7 Critical keys (including health issues) to increase your value as an Estate Organizer & Advisor. It’s not about just knowing these 7 critical points but fully understanding them, so if your client, or the person you are helping, does not follow or understand them, then it’s vital they are aware of the possible outcomes that may impact on them.

Module 4

STEP 1 & 2 - The Intricacies & Importance of Organization & Pre-Preparation

At the end of this session you will understand the significance of these first two important steps of Organization and Pre-preparation of Setting Up and How To Create an Appropriate Action Plan, along with more Issues To Be Aware Of. You will learn how to Review and Assess Your Clients Situation & Needs. Above all, why this knowledge will add value to your important role.

Module 5

STEP 3 Organization - The Intricate Details of Sorting and Packing Up

Here you will be taken through detailed step-by-step Checklists and Action steps for a humble home or massive mansion. We all may think we know how to pack and move house, but you will learn the wrong way and right way to sort, pack & perform this special role and task. As well you will learn how you can save your client time, stress, angst and unnecessary expense.

Module 6
STEP 4 - Disbursal & The Process of Closing The Final Chapter

Finally the time has come for disbursal and distribution, but what is the best way to do that? Here you will learn the pratical details involved with this step and gain an understanding of the best most sensitive, effective & efficient way, to handle the disbursal process and time.

Module 7
Your New Niche Estate Organizer Service

Understanding the significance of your important role & the services you can offer, fees & charges, understanding the Code of Conduct, ethics, permits, insurance, business needs for this service, even if you currently have a business.

Module 8
Putting all the Pieces Together

Includes an Introduction to Marketing & PR; learning how to identify and find your market; plus how you can promote your service; next steps, support, further programs and the future.

Throughout the PEO Program Modules 1-8 workbooks are included in the private Student Portal area, which each person needs to complete. Following Module 8 is a separate Module called The Future and You – this is a review questionnaire that needs to be completed and forwarded to this office for review, along with the Case Study presented earlier in the program. This will demonstrate some of the knowledge you have gained throughout the program.

Following this review you will receive the 2 media release templates, which you can then use for your new advisory service.

Public Relations & Marketing
Two Optional Modules

These are not included in the 8 Module Professional Estate Organiser Program as some people work for a large organization and may not require the information.

However others, who are in their own business, or who plan to start their own business, will require this practical and important information. As there is a small additional charge for these two optional Modules, they can be taken at any time during the overall program.

When you select to do the 2 optional PR Modules, the knowledge you will gain will enable you to apply in any business endeavour

Certification Assessment

To enhance your credibility in the market place, you can become a Certified Professional Estate Organizer. Completing this assessment will provide you with a number of benefits which are outlined on the estateorganizerpro.com website.

To achieve Certification - additional activities will be required: completion of the two tasks listed above, completing the case study, and packing up five or more times within a one year period, plus some small group speaking.

Once you have achieved these you will need to provide proof. With packing up, the name and date of client meetings, tasks in brief you provided, along with the dates, locations and organisation that you addressed.

Once you have successfully completed the PEO Assessment you will receive your Certification and be able to use the appropriate logo in your business.

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