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Free Getting-Started Checklist

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.

Please accept this free Getting-Started Checklist to help you understand and gather the details of your life that are important to preserve and pass on. 


Keep the checklist handy:

• Download a hard copy
• Save it in your computer documents
• Bookmark it in your search bar

Download Guide

Starting With LEO

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. 

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