Congratulations! You’ve taken the first step to organizing the vast array of valuable information that helps make you, you. Preparing all your life and estate details can be daunting. You’ve accumulated a lifetime of information which makes it hard to know where to begin – LEO and Life Estate Organizer checklist can help.
This checklist is also a great starting point for LEO - our easy-to-use digital planning tool. LEO is a safe and secure “digital lockbox” used to organize and store all of these documents and details; everything from your Last Will & Testament to financial records, life insurance, passwords, and more - stored in one place, simple to access and update at any time.