My Estate Organizer
Happy Organized Family

Will Your Family Know...

  • Where to find your will?
  • Where to find important financial documents like investment policies, insurance documents, mortgage papers, etc?
  • How many different bank accounts you have?
  • Which professionals to call like your lawyer, financial advisor, insurance agent and accountant?

 

  • The important personal contacts to get in touch with?
  • Your detailed funeral wishes?
  • How to deal with personal belongings not described specifically in the will?

My Estate Organizer helps family during tough times.

Reduce Family Conflict
 It's amazing how little it takes for family conflicts to arise, problems to occur and incidences to slow the process of estate settlement after a loved one dies. If all of these problems can be avoided with planning, then why do people spend more time planning their vacations than they do their estate plans? For some, they may not know where to start. For others, it may be an issue of not having the time or the priority to make time. It's time to stop making excuses and take steps to plan our estate for more peace of mind, family harmony, and communication. 
Get Organized
 People spend billions of dollars on tools, ideas and strategies to organizer their lives. Let's face it, we all want to be more organized and better prepared for life. Although we spend a lot of time, money and effort on organizing our lives, we often forget to organize our estates. A little organization, documentation and communication goes a long way to help families in tough times. 
More Communication
 When you pass away, your family will have to make some important and tough decisions during an extremely difficult and emotional time. Those decisions would be much easier with your help but unfortunately you won't be there to help. My Estate Organizer helps bridge the communication gap that occurs within families. Less than 33% of families talk about money and death and yet when it comes to estate planning communication is crucial. My Estate Organizer will be the document that helps your loved ones make better decisions.