1. Can I Organize My Own Life and Estate Plan?

    Of course, you can!  Organizing your life and estate plan is like anything else… You can accomplish anything you set your mind to.  Keep working toward your goal and before you know it your goal will be accomplished.  Goals have to be defined.  They have to be specific. For example, consider the goal of building your own house.  What specific issues to do you have to address to accomplish t…Read More

  2. Organizing Your Estate – It’s Important… and Now It’s Easy

    “Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein Estate Planning by the Numbers Statistically, Americans can always do a better job of life and estate planning: 59% of Americans have Life Insurance. 17% of Americans have Financial Advisors. 45% of Americans have a Last Will and Testament. 38% of Americans have a Healthcare Power of Attor…Read More

  3. From Light Bulb Moment to Successful Product Launch – The Story of LEO

    How LEO - Life Estate Organizer Came to Be One of the most frequent question that I’m asked when speaking with people about our life and estate planning tool, LEO is, “How did you come up with it?” Well, here’s our little story… It All Started with Business as Usual My wife, Mary Ann and I consulted with an estate planning service to create our financial estate plan.  We filled out the …Read More

  4. Welcome!

    Welcome to the new website for Life Estate Organizer! Stay tuned for our latest updates!…Read More