Life Comes in Stages…Always Be Ready for the Next Act
Capture the most important details of your life and financial estate in this easy to use digital planning tool. LEO is the secure place to upload and store your last will and testament and other legal documents. Plus, LEO prompts you to document your assets, family history, favorite pictures… even home security codes and more! Everything is stored in ONE PLACE, simple to access and update as life grows and demands change.
It’s peace of mind knowing that everything you care about will be cared for when you’re no longer around to do it.
and Your Loved Ones
We’re happy to answer your questions personally… let’s schedule a call!