In this heartfelt episode, Jill welcomes Julie Ulrich, founder of Organized Legacy, to explore the importance of preserving family stories and legacies before they're lost. Together, they discuss the challenges and emotional rewards of navigating loss, clearing out a loved one's belongings, and uncovering meaningful treasures—both physical and intangible.

Julie shares her personal journey, including how she found her grandmother’s Pearl Harbor diary while clearing out her father’s home. This discovery sparked an investigation into her family history, revealing unexpected connections. Jill and Julie also emphasize the value of storytelling while loved ones are still here, offering tips on engaging in these conversations now to avoid regret later.

Key takeaways include:

• Strategies for clearing and preserving belongings with meaning
• Tools like Artifcts and Trustworthy for organizing legacy and estate information
• The role of storytelling in passing down family history
• Encouraging open conversations about death and preparation
• Practical advice for balancing emotional and logistical tasks after a loss

Julie also discusses her nonprofit, SilverTree Seniors, which provides gifts and support to isolated and low-income seniors, and how small actions can make a big impact on a forgotten population.

Mentioned in this Episode:

• PALS: afterlosspros.com
• Organized Legacy: organizedlegacy.com
• Trustworthy for digital organization: trustworthy.com
• Artifcts for legacy preservation: artifcts.com
• Carmen Mastroianni Vietnam artifct: https://artifcts.com/a/9e0CkLto/carmen-mastroianni-vietnam-finance-department
• Julie Ulrich Japanese fishing float artifct: https://artifcts.com/a/czylvWEl/grandma-gs-japanese-fishing-float
• Start interviewing your loved ones using tools like Otter AI (https://otter.ai/)
• Visit oversimplyllc.com/podcast to download Julie’s wish list template to begin a SilverTree Seniors-inspired initiative in your area.
• SilverTree Seniors Facebook page: https://www.facebook.com/silvertreesenior

Connect with Julie Ulrich: organizedlegacy.com

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