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Hi, my name is Jim and I created My Estate Organizer. For the past 15 years, I have been helping people with retirement and estate planning. In fact, I have helped hundreds of families deal with the process of communicating and managing financial affairs before and after the death of a loved one.
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In 2002, my mother died and all of my years of experience took on a completely different
perspective. Everything I learned and everything I taught others in terms of estate
planning became a blur because I spent so much energy dealing with the emotions
of losing my mother. The biggest difference between estate planning as a professional
verses estate planning as a person is pure emotion. How do you instill logic, rationalism,
organization and sound decision-making during such a difficult emotional time?
I created My Estate Organizer based on years of experience in the financial industry.
I've helped many families get through tough times with the help of this organizer
because it creates the foundation for decisions to be made and essential duties
that need to be done when someone passes away.
I hope My Estate Organizer brings you more peace of mind and family harmony.
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