One of the best gifts you can give is to leave your loved ones with an organized estate. Our estate plan organizer will help you collect all your relevant estate records so that you and your heirs can keep better track of all the important information in your life. The organizer is divided into sections, providing a clear structure for your record keeping.

The sections in our estate plan organizer include:

  • General Information
  • Financial Information & Recordkeeping
  • Home Information
  • Contacts
  • Medical Information
  • Final Wishes

This whitepaper was updated on April 26, 2022