Organize Your Life

Estate Planning


Life Planning


Estate Planning

Are you the executor to someone’s estate? Do you know all of the responsibilities involved with being an executor? Does the executor of your estate fully understand his role in the event of your passing? It is extremely important that both parties know exactly what is involved in organizing and dispensing the estate. This simple checklist will help you or your executor have peace of mind knowing you have addressed the major concerns involved with the estate planning process. Please do not hesitate to pass this simple, yet important checklist on to the executor of your estate.

Please click here to begin gathering the information you need to formulate your successful estate plan.

Life Planning

Do you know where all of your important documents are? If something were to happen to you today, would your family know where to find them? In today’s Information Age, it is more crucial than ever to have all of your financial documents in order. However, potentially more important is the organization of your personal information. To be consistent with our goal to be your life planner, we want to offer you a simple tool to help get you and your family’s lives in order.

Please click here to begin organizing your life.