Organizing Your Estate

Our Estate Organizer tool helps you document your important financial and personal information in one place.

Gathering and organizing you records is the first step in developing your own estate plan. Collecting this information prior to seeing your financial advisor or Attorney will save you time and money. Even if you already have an estate plan, you can benefit by using this tool as a quick review.

Ways to use the Estate Organizer:

• Click on the individual topics below. Print those that apply to you.
• Download the entire Estate Organizer as a PDF document.
• Download the entire Estate Organizer as an Excel spreadsheet.
• If you prefer, contact us and we will mail you a copy.

Estate Organizer Topics:

• Cover
• Personal Information
• Children
• Documents
• Real Estate
• Personal Property
• Cash Accounts
• Investment Accounts
• Insurance
• Retirement Accounts
• Other Assets
• Loans to Others
• Credit Cards
• Loans
• Professional Contacts
• Healthcare Providers
• Passwords
• To Do List

Questions? We're here to help. Email us or call toll-free 877-867-1025.

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