The Estate Organizer

What keeps you up at night? Do you worry that your family and friends would struggle to find your information and accounts should something happen to you. The Estate Workbook walks you through all of the important areas of your life and provides a place to document the information. The process of getting from your head onto paper (or an electronic document) will lift a weight from you, and will remove the burden from your friends and family should they need it. 

In the past an Executor could go to someone's physical mailbox and retrieve most of the information that they need with the move to electronic everything their job becomes more challenging.

Having your wishes documented are the best assurance that things will be done as you would have liked.

Give your friends and family a huge gift in completing this workbook. And have them fill one out too!