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Life Comes in Stages…

Always Be Ready for the Next Act

Organize ALL your life and estate details in one easy-to-use web application

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LEO - Life Estate Organizer

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.

  • Secure
  • Private
  • Easy to use
  • Affordable
  • Fully customizable

It’s peace of mind knowing that everything you care about will be cared for when you’re no longer around to do it.

Check It Out!

Data, docs and images regarding personal, family, estate, insurance, and financial interests.

Private information is cloud-stored, encrypted and monitored 24/7/365.

Affordable, comprehensive, easy to use, customizable, digital planning tool.

How LEO Can Help You

and Your Loved Ones

  • A single, easy-to-use resource to collect all of life’s important details.
  • Address matters over and above your will or estate plan.
  • Organize and communicate life legacy information for future generations.
  • Provide a pathway for your estate to be settled by trusted individuals.
  • Relax knowing that you’ve prepared your family, friends and others for your departure.
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