1. 7 Must Have Estate Plan Documents & LEO to Keep It All Secure

    A GOOD PLAN is like a road map. It shows the final destination and usually the best way to get there.  Quote by:  H. Stanley Judd. If you have children, own a home, or are 35 years of age or older, you should initiate actions to have these Must-Have Estate Documents complete and stored in a safe location to be available to loved ones when required. No matter your level of wealth, the documents l…Read More

  2. What Should I Communicate About My Life?

    Everybody has a Life Story. Everybody should document their Life Story. No matter who you are, being a human being and living on earth makes you a one of a kind person. You may be reluctant to document your life, but we can guarantee someone in your family will cherish the information you share. After all, your life story was shaped by your ancestors which has not only shaped your life but also th…Read More

  3. 7 Things to Know Before You (or a Loved One) Pass Away

    Life Estate Organizer (LEO) is about estate planning, but not in the manner you might think --we aren't asking you to invest your money in an investment program. That is not us! Our investment request provides you with Peace of Mind in a much different way. LEO provides a secure, organized, comprehensive digital archive of all that you wish to share with loved ones should you pass away or become i…Read More

  4. What’s an End-of-Life Plan & Do You Need One?

    The Coronavirus has caused many of us to think about how fragile life really is. What would happen if we got sick, incapacitated or experienced the inevitable outcome?  What would happen to our families and loved ones? Those questions beg another question… Do you have an End of Life Plan? An End-of-Life Plan is your way of communicating what you wish to happen as you approach the end of your li…Read More

  5. LEO Secures – Protect Your Life and Estate Information

        Security in our life is a very important issue.  It is crucial to have in our finances and all matters surrounding our personal and social life.  We go to great lengths to protect ourselves from danger and should expect the same level of diligence with regards to our private data. Life Estate Organizer (LEO) is the answer to the question of how do I secure my personal information in the di…Read More

  6. Can You Use This Time at Home More Wisely?

    Do Something Special with Your Time at Home Sheltering in place is a challenge but also an opportunity. We are being given a chance to do something for our families that in normal times might seem too time-consuming. How about getting started on organizing your life and estate information in the event of something happening to you? We can help you with our digital app Life Estate Organizer. Life E…Read More

  7. Do I Need HELP with my Estate Plan Beyond My Last Will and Testament?

    OUR GUESS IS YOU DO! There has been a decrease of nearly 25% in estate plan and will preparation for American adults in just the last 2 years. Studies show that people feel that they don’t have the knowledge and resources to prepare a will or other end-of-life plans. What you may not realize is that YOU actually do have access to a secure, thorough, easy to use tool that will organize all of you…Read More

  8. 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), trusts,…Read More

  9. 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

  10. 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