How to use My Estate Organizer
My Estate Organizer is a tool that helps you to organize your estate affairs, diarize and communicate your assets, and document your wishes so that your survivors can make important decisions when you are not here.
When you die, your executor and your beneficiaries will be faced with a lot of tough decisions. Often these decisions have to be made at an emotional and overwhelming time. The main goal of My Estate Organizer is to put essential information into the hands of people who need it when you die so that decisions can be made properly and your wishes are properly reflected in those decisions.
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What information is needed?
My Estate Organizer is mean to gather important information like your personal information, important contacts (including family, friends, and professionals), funeral details, financial and estate data and your personal wish list. My Estate Organizer is not a legal document and in no way is meant to replace a will. My Estate Organizer is meant to complement the will and other important legal documents.
Getting around in My Estate Organizer is very easy. There are six main tabs each of which containing many sub tabs. Each sub tab contains many fields to enter your information. Start by clicking a main tab, then a sub tab and then the field you want to fill. Type your information into as many fields as you see appropriate.
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Helpful Tips for Entering Information
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Data. The purpose of My Estate Organizer is to help you organize, diarize and communicate your wishes. The fields are there because they contain information that is likely to be helpful for your family, beneficiaries and executor(s).
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Flexibility. All the fields are open ended so you can put whatever you want. You can enter any type of information into the fields. The kind of information is not restricted (such as the way you enter a date, phone number or address). We wanted to make the program as flexible to use as possible. We've also made it flexible to complete My Estate Organizer. Do it on the computer; Do it by hand, pen and paper; Or do it with a professional.
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Confidentiality. Entering personal information is all up to you. If you don't want to put something in, leave it blank. On one hand the more detailed the information in My Estate Organizer, the better it will be for the people who use it. However, if you are concerned about privacy of having the information fall into the wrong hands, then make the response more general.
All of the contents in My Estate Organizer are saved on your computer. The data is not held anywhere else. You maintain confidentiality because we do not see or keep your personal information anywhere.
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Notes. One on every page, we have added a notes section where you can put whatever you want. You may think a field is missing. Or you may want to elaborate with more details. Use the Notes field to enter any extra information that does not have its own field.
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Password. The idea of having a password is that we want to give you the option to protect your personal information. That being said, we do not keep a copy of your password anywhere. If you forget or lose your password, we cannot retrieve it. Make sure you use a password you can remember.
The other concern about a password is giving access to executors or beneficiaries. The idea is to print the organizer and keep a copy with the will and give an advanced copy to your executor/beneficiaries.
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Feedback. If you have feedback on how we might improve our organizer we would love to hear from you.
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