Finding Money!

Organizing papers is a large proportion of organizing requests I get. In opening up mail that has piled up, I find un-cashed checks all the time — insurance reimbursements, dividend checks, refunds, gifts, etc. Just last week (May, 2019), I found $15,000 in un-cashed checks! While this makes both client and me very happy, it also serves to reinforce to my clients that mail needs to be opened, and for me, to always take a cautious approach to paring down backlogs of unopened mail.