After years of watching people juggling stacks of papers, notes and financial forms, I wanted to create something to make it EASIER for people can use to track ALL of the various aspects of their estate planning. 

So what you're considering now was created based upon my years of working side by side with hundreds of estate planning clients and considering what kinds of resources would would be the most helpful.   

Inside you'll find over 60 pages of estate planning information AND pdf fillable forms to help you get started, organized, motivated and focused!  This in easy to use tool in a pdf ebook format yet with fields for entering people, assets and numbers that calculate to your assets page, liabilities page and a simple balance sheet page.  The various topical areas of the organizer address important estate planning focus areas, such as offering guidance with various documents and pointing you in the right direction to determine various roles for appointees.

And, my favorite part, the calculating fields AND questions SIMPLIFY the process of calculating your assets and identifying your appointees, so that you can QUICKLY and EASILY create a vision for your estate assets, your process and your legacy! 

Have a closer look below!