1. What’s in An Estate Plan Beyond My Last Will & Testament?

      Only 45% of Americans have a Last Will and Testament or a Living Trust. Only 38% have a Healthcare Power of Attorney. Estate planning is the process of anticipating and arranging for the management and disposal of your possessions in the event of incapacitation or death.  An estate plan typically includes power of attorney, advance directives (living will dictating health-related wishes), trus…Read More

  2. Is Hiring an Attorney a Must for Life & Estate Planning?

    The simple answer is you do not need a lawyer to assist with your life and estate planning documents.  However, like all things in life, it depends on the circumstances. Getting Started In making this decision, you should ask yourself the following questions: Am I capable of creating my life and estate documents? Do I know where to go for help in creating these documents? Online forms, advice and…Read More

  3. Why It’s Important to Organize Your Life… and End of Life Plans

    It is very easy to plan for an event when you know the date… Christmas is always December 25 Independence Day is always on July 4th. Your birthday is on the same date every year. However, it is nearly impossible to plan the timing of an uncertain event: an accident, catastrophic weather or fire, or critical health incident. Catastrophic events interfere with our lives.  These occurrences affect…Read More

  4. Growing Old as Described by Comedian George Carlin

    George Carlin reminds us, the only time in our lives we like to get old is when we’re kids... When asked how old you are? If you are less than 10 years old, you are so excited about aging you think in fractions. I am four and half going on five. You are never thirty-six and a half! When in your teens, you jump to the next number or even a few ahead. I am gonna be 16! You could be 13, but hey, yo…Read More

  5. 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

  6. 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

  7. 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

  8. Welcome!

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