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TimestampFull name of person in need of services:Is there anyone else involved?Contact information:Address:Initial details of needs:When?What is the status of this client?Follow-up details:Expenses:Touch-point schedule:Referral source:Who is on the job?Who is being invoiced?Dumpster information
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7/30/2021 15:07:18Gail Shriver727.410.2250, pgmhockey@gmail.com97 Brook Crossing Marlborough CT Wants to take items out of home sell and donate. Not downsizing but clearing some items out. FlexibleProspectiveThe 10th or the 24th or the 31st? Run a small auction for her. Two people, 4 hours max to prepare and two people 3 hours at pick up. Donna on this one. LVM 8/6 to schedule.Advertisement
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8/4/2021 12:08:49Margaret LesserTBD860.916.582318 King Edward Rd, West Hartford, CTDownsizing to McAuley Assisted Living by Aug end; needs to sell itemsBy month endProspectiveNeed to schedule an in-person consult and call her back. Called her and she doesn't want to move forward yet.TBDElder's Choice Margaret TBD
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11/8/2021 10:06:27Angela Cavallarono860-388-7515 / angelamcavallaro1@gmail.com215 Old Cart Road, Haddam, CT 06438Consult on tag sale vs auctionNovember as closing on house Dec. 10ProspectiveConsult scheduled with Karen on 11/11 at 12:30Donna sent text update to Karen re status of saleable items.Lisa Zablonski, former client
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1/20/2022 11:34:35Patricia Kelly Mary Pat SchmittMary’s number is 860-966-2881 / MPKSchmitt@snet.net / Mark 860.918.3609138 Merline Road Vernon, CT 06066Home clearoutProspectiveSchedule consult with Donna 3/18/22 Left message for MaryPat requesting updateProposal via email to Mary to share with brothers on 1/28/22Moved Patricia to the Arbors
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2/7/2022 14:25:03Dawn Dallasno860-351-5644 / TBDPacking and movingTBDProspectiveShe is not ready yet. Will call when readyAndrea Webb - Chatfield
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2/22/2022 14:37:50Eleanor Blake no860- 202-2078 / ej.blake@gmail.com194 Kenyon Street, Hartford, CT 06105Looking to sell her 3,300 sqft home in the next year. Likely will move to an Apt.. Needs help with downsizing, Sale\Donate\Discard. Possibly assist with move and final clearout later on.Within the year likelyProspectiveConsult scheduled for 3/3Connected Eleanor to Ellen Ludwig for private sale on 3/13/22Lynn - sells antiques in Collinsville
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2/28/2022 13:51:43Rick & Anne ReibelingHer sisters860-295-1651 / RicardoCT@att.net39 Avalon Lane, Marlborough, CT 06447Anne and her sisters inherited all of brother's possessions.  He was a collector of many types of things (woodworking tools, books, artwork, etc.)    Would like to discuss options regarding  selling items.  Note:  they have used Weiss Auctions out of Lynbrook (Long Island) NY and were very happy with the resultsTBDProspectiveConsult scheduled for 3/4Proposal sent 3/10/22
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3/24/2022 14:14:58Barbara ChiappettaDarren Chiapetta (son)203-808-8988 \ fbchiappetta@gmail.com \ 914-309-0773 Darren \ Sara Bilik 203-218-3806 Ridgefield Crossing226 South Street, Plymouth, CT 06782Consult on downsizing and clearout. Looking to move May 1before May 1Prospective Donna to consult on 4/1 at 2:00 4/7/22 Placeholder put on May 4th. Client to do the packing. Possible 12 lot auction (mostly furniture) 5/18/22 Spoke with Sara Bilik at Ridgefield Crossing. She gave the following rough dimensions for the two apts. Apt H16 - LR 10' x 11', Kitchen 9' x 9', Walk-in closet 5'x5', 1 standard closet in bedroom, BR 8'x8' and entry vestibule 7'x9' very large apt. Apt 259 LR 10'x9', BR 9'x10', kitchenette 3 standard closets 5/23/22 Using a different mover because we couldn't move her on 6/11 when her son could be here. She will call us regarding clearout and sale of items 6/17/22 The real estate agent gave her the name of a cleaning company. They in-turn asked if there was a need for assistance in selling items. Barabara decided to let them try since they were already in house. She will let us know if it doesn't work out or if more assistance is needed. She plans to move herself and husband back home as she is very dissatisfied with their current situation. She will get at home care for her husband.Barbara called week of 4/9 asking for proposal & dates. Sent via email on 4/17/22. 5/18/22 Barbara and her husband will be moving to Benchmark at Ridgefield Crossing now. Move date has been changed to June 15th. They are no longer taking the King bedroom set. They will have 2 apartments. His is in memory care. The full-size bed will go to his apartment for her. They are both getting new beds that will be delivered to the community directly. Her new bed will go in her apartment. The one taken from the house will go to husband's apartment so that she can stay there with him sometimes.Pamela Atwood
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3/31/2022 12:12:00Kim MedfordNoKMidford@yahoo.com 860-214-706460 Old Town Road, Unit 129, Vernon, CT 06066Move select large items (washer, dryer, dresser, folding tables) from basement up one floorApril 13ProspectiveDonna to send quotepast client
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4/13/2022 15:36:13Betty PhillipsBeth (daughter)210-885-3018 Beth in TXThe IVY - 123 West Rd, Ellington, CT 06029Betty is not happy with furniture placement in her new apt. Would like help rearranging for better flow and possibly bringing other pieces from her home. Needs wall art/mirrors to hang. Possibly rearrange furniture sooner than later and then pick up items at the home when Beth is in town in mid-May. Beth will talk with mom and call back to schedule.TBDProspectiveAmanda Slack - The Ivy
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4/15/2022 15:41:00TBDNoTBDTBDRec'd call from LCB regarding resident needing to move from one building to another on compass in RH. Community will pay for the move.Prefers Wed, April 20, 2022PendingCommunity will send detailsTruck flat feeJill Cofrancesco, LCBTeam/2LCB - JillNo
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4/26/2022 11:55:10Judy & Geoff BurnsErica Leonardi860-388-0722 Judy ismej@sbcglobal.net/ 860-759-6010 Erica18 Old South Cove Road, Saybrook Point, Old Saybrook, CT 06475

Will be moving to 319 Tater Hill Road, East Haddam, CT 06423 - daughter Paula's home - she has an in-law apt (Paula and John Parker)		Consult on all services - clearout, sale of items, move to daughter Paula's house (in-law suite). House will go on the market within the next week.late May, early JuneProspectiveProposal sent to Judy on 5/18/22Maria Volle (Judy is Jordan's grandmother)
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5/10/2022 19:05:19Dawn MurphyHusbandDawn143Career@gmail.com3 Kristyn Drive, Vernon, CTMove to East Hampton CondoWhen home sellsProspectProposal sent 5/10/22TBDMother and MIL moving to ArborsTeam of FourDawnN/A
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5/13/2022 11:34:54Marsha MulreadyHusband / Erin Pastuszak (daughter) 860.965.8654 ETPastuszak@gmail.com860-324-9231 no email12 Lindy Lane, West Hartford, CT 06117Interested in discussing decluttering and also possible other services.  They plan to move maybe as early as August to a smaller 1 floor home as husband cannot do stairs.  They are thinking Over 55 not a community.As soon as possible. Thinking of moving as soon as AugustProspective5/20/22 Marsha has poor eyesight and wishes to receive the proposal in the mail. She does not use email. Donna estimates 2 full days and gave an estimate of $3,000 - $3,500 for the clearout plus cost of dumpster (size TBD). Marsha and husband will likely be moving to a smaller place in Salem, CT. She was not aware we move people too. She will likely hire us for that as well. Contents is low end as is furniture. A lot of paper of which 95% is likely discard. She has many books that Donna will bring in her buyer before donating or discarding the rest. They are able to move out of the home first if they find a place they like. Consult scheduled for May 20 at 1:00Erin called on 6/10/22 with move date of July 13th. Would like to know status of proposal. Proposal prepared 6/19/22. To be mailed on 6/20/22 and Erin called to obtain emails.West Hartford Senior Day event - she won one of Donna's books50 labor hours (2 days)ClientTBD 20 or 30-yrd
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4/19/2022 16:50:13Estate of Mary ThompsonDennis Thompson (son)413-262-5403 DThompson4OakRidge@yahoo.com60 Cold Spring Rd, Rocky Hill, CT 06067 - Apt 120Move all belongings to 55 Orchard Street, Rocky Hill, CT (Mary's former home) Mary never got to Residence at Ferry Park. She went into the hospital and never made it there. Everything is the way we left it.possibly May 20ProspectiveJillann CofrancescoThe Residence at Ferry Park, via Teresa at LCB. Sent via email on 4/27/22.
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5/18/2022 12:57:47Jack & Lois Sigman YoungLee Kamrass (neice)860-267-0310 Lois lsigmanyoung@sbcglobal.net \ 503-309-1194 Lee in Oregon5 Collie Brook Road, East Hampton, CT 06424Assistance with downsizing decluttering/sales/donations etc. Have been hesitant to move to a retirement community because they didn't know how to manage all of their stuff.TBDProspectiveLee will email us her Aunt's contact information. Per MLV project on hold at this time (heath issues). Client awaiting proposal which was sent via snail mail by Donna.Proposal sent on 6/13/22Online search for organizers in East Hampton
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5/18/2022 13:08:02Frances RoyElizabeth Ashmore860-289-4681 Frances / 214-862-0325 Elizabeth848 Tolland Street, East Hartford, CT Elizabeth lives in TX, her 91 yr old mom lives alone in her home in East Hartford, CT  Mom's memory is starting to slip and she has a hard time making any type of decision.  She does not want to go out anywhere and doesn't like having anyone come to the house.

Would like to discuss how to create a plan of action for decluttering and possible clearout if and when mom moves to assisted living or passes.  Elizabeth is an only child.  Mom doesn't want to move to TX but Elizabeth is concerned about her age and living alone.  Mom is against getting an aide to come to the house.		TBDProspectiveDonna to have a phone consult with Elizabeth on Saturday, May 21stTown of East Hartford newsletter
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5/19/2022 9:52:07Gwen Salernono860-836-0032 Gwensal71@gmail.com30 Fox Hill Road, South Windsor, CT 06074Needs to downsize from her 4 bedroom home to an apartment.  Would like to discuss how best to rehome furnishings and other items.TBDProspective5/24/22 Very strong odor of cigarette smoke in the house. Target to list the home is early to mid July. She has not yet found new home. Furniture is too big for any downsized apartment/condo and therefore an auction will be held. Schedule clearout mid-June 2 non-consecutive days with a 30 yard dumpster. Order of project: Declutter, List house,, move and finally auction. The auction could happen before her move. Consult scheduled for May 24 Vincent Diana
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5/20/2022 10:53:08Susan Allenno860-301-4269 Sallenflutes@yahoo.com180 Hubbard Street, Glastonbury, CT 06033Susan would like to speak to you regarding selling or donating some furniture and artwork that belonged to her husband's former wife.  She is anxious to get them gone.  Items include: Queen Anne end tables (6 or 7 of them), Dining room table and hutch, colonial sofa.  There are some items her daughter is leaving behind and some artwork.  Additional items such as wooden sleds and skis.ASAPProspectiveConsult scheduled for 5/26Email sent to Susan on 5/31/22 re first available date for auction as week of June 27th. Auction contract received on 6/6/22.Pamela Atwood
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5/20/2022 11:12:30Phil & Marjorie Bellinghamno860-569-6427 no email20 Transit Lane, East Hartford, CT 06118 - off of Forbes StreetThey were at our presentation at the Senior Center.  Would like to discuss decluttering the home and shed.  Husband needs help with determining what paper he should keep and what should be discarded.  TBDProspectiveConsult scheduled on June 2attended our presentation at the E. Htfd Senior Center
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5/23/2022 11:19:57Jill ZadarAnn and John Boris (brother & sister-in-law) who is the POA / Katherine Luby Coldwell BankerAWCBoris@hotmail.com / Katherine 203-631-4504 Katherine.Luby@CBMoves.com422 Pomery Avenue, Meriden, CT 06450Jill is being moved down to VA to be near brother. The home needs to be cleared out in preparation for sale. Jill will be moved out by Thursday.ASAPProspectiveSent proposal to realtor, Kat on 5/28/22.Coldwell Banker
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5/25/2022 10:08:09Ronald SwansonDebra SwansonDeb 860-490-0627 Debswan@yahoo.com126 Atkins Street, Meridan, CT 06450Move a number of large furniture pieces to the garage that is basically next door and behind the home. Other pieces may need to be moved to Deb's home in Middletown. Email being sent to Donna with specifics.TBDProspectiveDeb to send Donna pictures of furniture and possibly visual of distance from home to garage (she thinks appox. 50 yards)Erica Leonardi (Maria's sister-in-law)
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5/27/2022 15:49:22Elida Witthoeft?860.729.7315 / Elida.Witthoeft@gmail.comdon't knowMoving to AZ (needs a place first); needs all services potentiallyLate June / early JulyProspectiveTBDMother's AL CommunityClientTBD
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5/27/2022 15:54:23Forbes WarrenSon, Ty (Trustee) TWarren@YellowBarnFilms.com 860-685-1282 (c)860.633.3982 / FWarren2@cox.net88 Goodrich Road, Glastonbury, CTNeeds all services (wants one point of contact); Assess AAR plus other needsSubmitted app to Covenant Village in CromwellProspectiveSuccessful meeting with client and son. They were happy with our services. Ideal order is to move thee client first, then clear-out, then list empty.Proposal sent on 6/7/22Linda Edelwich, RealtorTeam/2Client, via son TyNo - Private Hauling
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6/1/2022 10:00:00Judy EckhouseTBD860.644.4694 / SAEckhouse@aol.com105 Mohegan Trail, South Windsor, CT 06074Moving to Duncaster in AugustEarly to Mid-August 2022ProspectiveReached out on 6/1/22. Donna responded via email regarding meeting on Friday, 6/3. Called back on 6/2/22 to say Friday consult later in the day would work. Scheduled for 6/3/22 @ 3pmTBDProposal sent on 6/13/22Duncaster in BloomfieldClientTBD
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6/2/2022 15:14:00Arnold CohenTBDTBDSenior Living Moving from one community to anotherNot SureProspectiveL/M for Andrea Webb @ ChatfieldTBDAndrea Webb, Brookdale ChatfieldTeam of TwoTBDTBD
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6/16/2022 15:53:03Ellen SussmanLarry Sussman (husband)860-836-9922 esussman18@gmail.com46 Colton Road, Glastonbury, CT 06033Consultation on the sale of furniture and household items. Closing is August 8th.Before August 8ProspectiveConsult scheduled for June 21 at 10:00 am. The house is currently listing on Realtor.com so you can see the furniture in the photos. 6/21/22 High end home, looking to hold an auction. The contract was signed and copy given to Donna during the consult. Email with Prep date of 7/11, 7/15 Launch, End Date of 7/24 and picup of 7/27 was sent for their approval. The auction will be mostly furniture.Stager used
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6/17/2022 14:49:17Sue Tallerdyadult son lives with her860-951-5887 / SusanTallerdy@comcast.net17 Kohler Drive, East Hartford, CTWould like a consultation on decluttering and organizing her home. She is not going to be selling the homeTBDProspective6/21/22 Donna met with Sue. This will be a challenging job. Older home, cluttered. The entire house needs revamping to become more functional. Clothing is everywhere as closets don't function properly. She has a handyman that can assist. Donna to think about who the right teammembers would be (including herself). Developing project plan by area. Sue and Donna agreed the Bedroom should be first. Ugly job. Budget is $5,000Consult scheduled for 6/21 at 11:30. Proposal sent via email on 6/27/22.attend our presentation at the East Hartford Senior Center
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6/17/2022 14:53:54Geraldine DizioTom and Jill Dizio (son and daughter in law)239-784-0838 Jill Cell / JDizioster@gmail.com1 St Andrews Drive, Farmington, CT (2nd house on left, the 1st is 1A) behind the Farmington Country Club)Consult regarding furniture selection for 2 bedroom at Anthology of Farmington. We moved her husband last year to Anthology. He has since passed.End of July if possibleProspectiveConsult on 6/24 at 3:00 6/24/22 Donna wants Mindy to pack the day before the move (personality match). Want to move her in July $200 pack $1,300 move 2 chairs, small round table, sofa table, little cabinet under TV, couple of lamps, 2 chairs at bar, dresser with mirror, tall chest, new mattresses being ordered. Headboard/footboard for 1 bed Full size, nightstands, 2 wardrobe boxes 3 people for 6 hours 40 years in the house with lots of family. Wants second bedroom to host family who comes to visit. Will need signed agreement but no deposit is needed.past client (Michael Dizio) and Holly Seymour
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6/17/2022 15:23:55Edna ("Pat") RussellVeronica Marshall DIL401-388-8111St. Jude Commons - 3 Myrtle Drive, Norwich, CTMove Pat from St Jude Commons to Elmbrook Village memory care studio apt. Needs to move in within 30 days of last doctors visit. Jennifer or Veronica will call as soon as they find out when last appt was.June/July timeframeProspectiveJennifer or Veronica to call next weekKaren Kwesell (current client) recommended Elmbrook Village who referred usElmbrook Village $1,300 will consider more if necessary but doubts it will be needed.
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6/20/2022 12:36:22April Vail860-978-3143 / AVail59@gmail.com169 Appian Way, Coventry, CT 06238Interested in discussing possible auction in preparation of downsizing.  They will temporarily move to an apartment before moving out of state.  I did tell her we can assist with the move if she'd like to discuss that with you as well.Auction Prep Placeholder on July 28 with Bart and KarenProspective6/23/22 Consult. Very nice younger couple who will rent temporarily in South Windsor before moving South (timeframe not determined yet). The home was very well organized and nicely appointed. Very large and expensive furniture. Donna was truthful with them regarding how their type of furniture has been selling via auction. They are still considering it. Donna told them that their move would be too big for us, however we would be happy to provide referral to a national mover and that we would be happy to assist with moving items to a storage unit as well as provide packing/unpacking and move management assistanct. Husband is definitely considering LT for involvement. Donna provided some resources such as Habitat for Humanity.Real Estate Agent
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6/20/2022 14:13:35Paul Dyer (executor)Tracy Cooley (Realtor)203-265-4429 call between 9:30am and 12:00 pm / TR4PLAY@YAHOO.COM / Tracy Cooley 860-84-552999 Skyline Drive, Salem, CT Consult on sale of items - this is deceased brother's homeasapProspectiveConsult on Wed June 22 at 10:00 am
6/22/22 No real clearout needed. Auction prep with some disposal. Bring the truck. Suggest Steve, Karen and Perry who will bring the truck. Suggested date Thursday July 7 		Tracy Cooley - Berkshire Hathaway
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6/20/2022 14:13:40Richard LygaDaughters Lori and Brenda AntunaContact Brenda first 860-582-1644 h 860-329-1145 c bla622@comcast.net //
818-416-3000 Lori		1 Bridgewater Rd, Farmington, CT 06032, Apt 215Moving dad to Memory Care at Farmington Station. Move the following items to Farmington Station Apt: Mattress/Boxspring/Movable base, Chest of Drawers, Nightstand and lamp, TV (will be mounted on wall), Clothing/Shoes/Coats, Linens and bath items
Items to be sold or donated: sofa, fabric ottoman , long bedroom dresser, one nightstand, side table, light on side table, standing living room light, TV Stand		June 30Activepast client
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6/22/2022 11:36:35Jeri Hepworthno 860-450-6716 Hepworthjeri3@gmail.com305 Tolland Turnpike, Willington, CT 06279 moving to 11 Sycamore Dr., Unit D, Mansfield, CT 06268Consult on move to Mansfield. 6/24/22 Consult on move to Mansfield and moving some items to storage. Plans to move once her house sells (it was just listed this week).  She closed on her condo on 6/15.  Expects to move some items to storage and others to go to the Condo.TBDProspective6/23/22 Consult scheduled for 7/5 at 10:00 amLaurie Heintz
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6/27/2022 11:36:35Pat and Duane Pfistnerno860-875-4094 Patpfist55@gmail.com (does not use it frequently)55 Old Post Road, Tolland, CT2 Family home is on the market. She would like to discuss auction sales and clearout. Currently the 2nd (back) side of the home is holding items she cleared from the main house.TBDProspectiveConsult scheduled for July 5 at 11:30 am with DonnaSomeone provided her our info, did not share the name
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6/28/2022 17:14:05Joseph AdamsDaughter Courtney Adams / Caretaker Stacey212-920-1344 Courtneyleeadamsjr@gmail.com9 Bridalpath Lane, Manchester, CT 06042 (Blue house there are two of the same address one in Vernon and one in Tolland within walking distance of eachother)There is competition.  They are having a consult on Monday with another mover. Promised daughter Courtney Adams a proposal same day or next due to competition.

Joseph has some Dementia and has his caretaker Stacy.  Daughter Courtney lives in NY and can't be here.

Joseph is moving to a studio apartment at Residence at South Windsor Farms from a 2 bedroom condo (approx 1,800 sqft)

Would like to move August 1 (placeholder is set)

Consult on move and also home clearout. Family/friends expected to take multiple items from the home before clearout.		August 1Prospective6/28/22 Caretaker was not present at the beginning of the consult. Joseph was confused. He insists he is going to a 2 bedroom, however he is going to a studio apartment. Donna prepared a proposal which was sent to the daughter Courtney in the afternoon. 6/29/22 Maria spoke with Courtney who said she would be hiring LT for the Move and clearout. She will be sending the check via the mail but will email the signed proposal. She mentioned that the family will be reviewing items in the home and items to be taken by family/friends would either be gone or tagged before we arrive. Doesn't believe there is much, if anything saleable. They will also begin purging before we come.Manchester Senior Center
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6/29/2022 11:57:51Jamie Girardno860-899-9028 MJRochette2022@gmail.com14 Gloucester Lane, North Granby, CT Pick up select furniture pieces and deliver to new home address. Items include a bar, 3 small side tables, freezer, and 3 wooden storage shelves. She will send pictures tomorrow.Placeholder on July 6 in the afternoonProspectJaime is the Executive Director at All American Assisted Living and someone in her office shared our information
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