Inspire Your Estate and Legacy Plan with This Special Offer
Thanks for stopping by to check out the Estate Planning Legacy Organizer!  

I'm really excited to be able to offer you this great resource and hope it will get you excited about diving into creating an amazing estate plan and legacy for your loved ones. 

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! 

To your success,

Steve Gibbs, CEO, I&E

This comprehensive estate planning resource includes: 

  • INSTANT ACCESS: Our products are PDF downloads and delivered immediately
  • ​A COMPREHENSIVE PDF fillable GUIDE and MANUAL that includes the following...
  • ​A complete OVERVIEW of estate planning concepts
  • ​An complete SUMMARY of estate planning documents
  • ​An OVERVIEW of using trusts, pros and cons
  • ​An OVERVIEW of estate tax planning concepts
  • ESTATE PLANNING forms (pdf fillable) to record your estate and fiduciary information
  • ​An ASSET CALCULATOR to expedite your estate and financial information gathering process
  • ​A LIFE JOURNAL to record your values and legacy

Sneak Peek of What You'll Get

Key Estate Planning Guidance

Personal Information Organizer

Asset Inventory with Calculator

Balance Sheet 
(linked to Assets and Liabilities)

Important Documents Inventory

Estate Documents Summary

Life Journal for Legacy Planning


Invest in Your Life Legacy and Get Started Today!
Grab Your Copy Of The Estate Planning Legacy Organizer 
Now For Only $17
P.S. We would LOVE to hear from you about how you're doing with the material in The Estate Planner's Tactical Guide. Drop us a line at and let us know :-)
Insurance and Estate Strategies LLC
111 N Orange Ave, 8th Floor, Orlando, FL 32801
Phone: 1-877-787-7558
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