Welcome to Estate Organizer

Organize your estate and document what you may leave behind.

Fill out the fields on this form. Add or remove sections with the buttons provided. For instance if you have multiple credit cards simply click add more in that section.

When completed click the save to PDF button at the bottom. This will open your computers print dialog where you can print either to paper or to a PDF file.

Everything you type in this form resides exclusively on your computer, and nothing is saved elsewhere. None of the data is transmitted to our servers in order to protect your privacy. The contents should be considered private and protected (like you would with cash, gold, and sensistive documents).


Personal Information

Fill out the information below for an individual. You can add more individuals by pushing the button at the bottom of this section.



Professionals Contact Information

This section is for all of the professionals in your circle. You can add more individuals by pushing the button at the bottom of this section.






Health Care Provider Contact Information

This section is for all of the health care specialists in your circle. You can add more individuals by pushing the button at the bottom of this section.



Medication

This section is for all of the medication you are taking. You can add more medications by pushing the button at the bottom of this section.



Allergies

This section is for all of the allergies people should be aware of under power of attorney.


Banking & Financial Information

This section is for all of the financial accounts you have.








Credit Cards

This section is for all of the credit cards you have. These may be helpful under power of attorney, and should be cancelled soon after death.


Personal Addition

Everything you type in this form resides exclusively on your computer, and nothing is saved elsewhere. None of the data is transmitted to our servers in order to protect your privacy. The contents should be considered private and protected (like you would with cash, gold, and sensistive documents).