1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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