Welcome to Estate Organizer

Secure Your Legacy with Estate Organizer

Keep all your estate planning documents in one secure, easy-to-update place—so you, your heirs, and your executor can have peace of mind.

Closing an estate is a frustrating experience. If all the puzzle pieces that comprise an estate are not together it will take more time, which could lead to heirs carrying costs and paying more in taxes. This tool will be helpful in assisting the executor or power of attorney of your estate. Organizing your estate will bring peace of mind to you and to your heirs.

How Estate Organizer Helps You

• Organizer: Securely record vital IDs, accounts, and contacts so your executor can efficiently manage your estate.
• Instructions: Clearly document access details for computers, safes, and other critical assets.

How Estate Organizer Works

• Fill in your details.
• Either save the contents to a USB drive and store with your will. Or print them, seal them in an envelope, and store it with your will.
• Tell your heirs and executor where to find the documents.

Security

• These tools do not transmit the data you enter over the internet.
• Use your home printer if you choose to print them. Do not use a public printer.
• Exporting to CSV can be helpful if you want/need to update the documents. Do not keep the files on your computer. Save them to a USB drive and store that with your will.
• This website is configured to not save cache in your browser for additional privacy. You may also consider using a private brwoser window, typically found in the File menu of your preferred browser (i.e. Firefox, Safari, Brave, Chrome).

Plan Smartly: Additional Considerations

• Will: Review your will every 3–5 years or after major life changes (e.g., marriage, divorce, or the birth of a child).
• Powers of Attorney: Ensure you have trusted individuals designated for both medical and financial decisions.
• Probate Fees: Streamline your estate to potentially reduce or eliminate probate fees.
• Life Insurance: Regularly check your policies and beneficiary designations to keep them up to date.