Download this free Estate Organizer!

This estate organizer will help you keep track of important information about your assets and important legal documents all in one place.

The estate organizer helps organize and keep track of:

  • Important family legal documents.
  • Trust and will information.
  • Your family’s valuable assets.
  • Instructions regarding your estate, and other properties.
  • Insurance policy information.
  • Retirement plan information, power of attorney instructions and more.

I’m giving away a free Estate organizer to help you keep track of important documents about assets you own all in one place.

This Estate Organizer is a tool you can use to organize, track, and deliver any important information to your executor.

Failure to pass on complete and organized information to your executor increases legal costs, delays the transitions, and may have tax consequences as well as opportunity cost.

Fill out the form on the right and you’ll be able to download the organizer,  print it out from your home printer, three-hole punch the pages and include it in a binder to keep all of your assets organized in one place.