Actions in Progress

The act or process of doing something for yourself, someone else, where you work, your church, community, etc.  Whereby, you made a commitment to complete the action, but to date, it is not complete.

Advanced Health Care Directive

Also known as living will, personal directive, advance directive, medical directive or advanced decision, is a legal document which appoints a person to make end of life decisions and specify what actions should be taken for the health of another, if they are no longer able to make decisions for themselves.


Is the science or practice of farming, including cultivation of the soil for the growing of crops and the rearing of animals to provide food, wool and other products.  Agriculture is a subsection in LEO located under investments.  It pertains to the investments a farmer has in the various stages of crops, equipment, animals, etc. and how to account for his success.


A form of insurance or investment entitling the investor to a fixed sum of money to be paid each year typically for the rest of the investor’s life.


An organized group of people banded together for a specific purpose, having the same interest, job, etc.  Examples: Airline Frequent Flyer Programs, Rental Car Programs, Hotel Programs, Golf and Tennis Clubs, etc.

Autobiographical Information

Personal writings related to events in one’s life history, experiences, likes, dislikes, favorite items, issues, people, books, etc.

Biological Parents

A parent who has conceived, gave birth (woman) or sired, related by birth (man) rather than adopted a child and whose genes are therefore transmitted to the child.

Body Donation to Science

A form of non-transplant anatomical donation whereby at the time of death or immediately following a funeral, the deceased’s remains are received by the Anatomy Bequest Program and used for educational and research purposes.

Brokerage Firms

A business firm who charges a fee to act as an intermediary between buyer and seller.  Typical brokerage businesses exist for people to purchase equities, commodities, currencies, etc.

529/College Savings

A tax-advantaged savings plan designed to encourage saving for future educational costs.


A person or company to whom money is owed and expects to be paid at a later date.  Could be a bank, supplier or person who has provided money, goods or services.

Data Storage

Data storage is the recording (storing) of information (data) in a storage medium.  DNA and RNA, handwriting, photographic recording, magnetic tape, and optical discs are all examples of storage media.  Data storage in a digital, machine-readable medium is sometimes called digital data.  Computer data storage is one of the core functions of a general-purpose computer.  Other examples of data storage are external drives and cloud storage.

Digital Equipment

Electronic devices that allow individuals to express themselves, store, play, compute, etc.  Examples are all types of computers, play stations, printers, copiers, storage devices, smartphones, smartwatches, etc.

Digital Services

Refers to the electronic delivery of information including data and content across multiple platforms and devices like web or mobile.  Service providers deliver the network connection that enables a variety of communication services – primarily voice, video, messaging and data.

Download PDF

Download defines copying data from one computer system to another, typically over the internet.  PDF is defined as a file format that provides an electronic image of text or text and graphics that looks like a printed document and can be viewed, printed and electronically transmitted.  Downloading is the defined action to transfer a PDF file from your computer to Life Estate Organizer (LEO).

Durable Power of Attorney

A durable power of attorney for health care is a document that names your health care proxy.  Your proxy is someone you trust to make health decisions for you if you are unable to do so.

End of Life Service Type

End of life is defined as the fact you are dead; the end of life of a person. The service type is a selection of the type of funeral service, memorial, etc. to be made by deceased prior to death or by a trusted individual after death.

Estate Attorney

Is a bar certified attorney who specializes in estate planning and assists clients in drafting and implementing legal documents including wills and trusts.  Estate attorneys often must work with related individuals who are involved with an estate.

Estate Settlement

In LEO, Estate Settlement identifies the legal and other documents relating to your health, death, estate and involved in settling an estate.

Estate Trustee

An individual person or member of a board given control or powers of administration of property in trust with a legal obligation to administer it solely for the purposes specified.

Estate Wealth Plan

A planning document that identifies the goals and actions to be taken in structuring your wealth while building it, preserving it, and transferring it to the next generation tax-optimized.


The representative who is designated by the deceased or by the Court if the person dies without a last will and testament to carry out the terms of a last will and testament and to wind up and execute the affairs of the deceased and distribute the estate to those entitled, acting in the best interests of the beneficiaries of the estate.


A group consisting of parents and children living together in a household.

Family DNA

An analysis of autosomal DNA, Y-DNA and mitochondrial DNA to individuals for genealogical purpose.

Family Tree

A diagram showing the relationships between people in several generations of a family; a genealogical tree.


The study of money, investments and other financial instruments.  The finances or financial situation of an individual.

Financial Advisor

A person who is employed by a client to provide financial services or guidance.

Financial Decision Makers

Person or persons appointed by deceased responsible for making financial decisions regarding finances and investments.

Generic Actions to Take Upon Death or Illness

In LEO, examples of actions one could take in the event of death or illness of a loved one are outlined, not knowing the particular circumstances of the individual, therefore referring to them as generic, defined as characteristic of or related to a class or applied to a large segment of population, not specific to any one individual.

Generic Probate Instructions

Probate instructions vary from state to state in the United States.  LEO has outlined generic (characteristic of or related to a class or applied to a large segment of the population, not specific to any one individual) steps that most states follow in the probate process.

Head of Household

The person responsible for governing a group or family that lives together.

Health Care Representative

A person appointed by another person to be the sole decision-maker, making medical choices and decisions in the event you become incapacitated.


A practice or arrangement by which a company or government agency provides a guarantee of compensation for specific loss, damage, illness or death in return for payment of a premium.

Intellectual Property

Refers to creations of the mind, a work or invention that is the result of creativity such as an invention, manuscript, design, literary and artistic works, symbols, names and images, etc., used in commerce to which one has rights and for which one may apply for a patent, copyright, trademark, etc.


The action or process of investing money for profit or material result.


An item kept or given to be kept as a token of friendship, affection or in remembrance of the person who gave it or originally owned it.

Land Contract

A form of seller financing.  It is similar to a mortgage but rather than borrowing money from a lender or bank to buy real estate the buyer makes payments to the real estate owner or seller until the purchase price is paid in full.

Last Will and Testament

A legal document by which a person, the testator, expresses their final wishes as to how their property and possessions are to be distributed at death and names one or more persons, the executors, to manage the estate until the estate’s final distribution.

Life Estate Organizer

Is a software program designed for you to input relative data regarding your life and estate.

Life Estate Organizer Digital Trustee

A trusted individual appointed by the deceased, prior to departure, to administer, manage, resolve and settle estate issues related to the deceased’s digital footprint.  For example: computers, other digital equipment, digital services, data storage, etc.

Life Estate Organizer PC Trustee

A trusted individual appointed by the deceased, prior to departure to administer, manage, resolve and settle issues related to the deceased’s sensitive personal information.

Life Estate Organizer Trustee

A trusted individual appointed by the deceased, prior to departure, to have access to all or part of deceased’s Life Estate Organizer (LEO) as designated by the deceased.  The Life Estate Organizer Trustee is usually one of deceased’s children, a family member or friend.

Medical Information

Is protected health information, also referred to as personal health information, generally referring to demographic information, medical histories, test, laboratory results, mental health, medical conditions, insurance information and other data that a healthcare professional collects to identify an individual.

Medical Information Release

Is a signed release form (signed by person who is the subject of the medical information) allowing their protected health information to be shared with other individuals or organizations as permitted by HIPAA Privacy Rule.

Net Worth Statement

Is a snapshot of an individual’s financial health at a particular point in time.  It is a summary of what is owned (assets) less what is owed to others (liabilities) equals Net Worth.

Online Banking

A method of banking giving you the ability to manage money online with your mobile device or computer in which transactions are conducted electronically via the internet.

Organ Donor

Is a person who has agreed by signing an organ donor document to donate an organ, organs or tissue, as defined by the organ donor document whereby the organ, organs or tissue are surgically removed from the donor and placed into another person, the recipient, to replace a failed damaged, diseased or injured organ, organs or tissue.

Pending Commitments

Is a commitment made by the deceased while still living by which an agreement was made between the deceased and the client by which the deceased would deliver a product or service to the client by a certain date for an agreed-upon amount of money.

Pending Lawsuits

A lawsuit is said to be pending from its inception until the issuance of a final judgement by a court.

Pension Funds

A fund from which pensions are paid, accumulated from contributions from employers, employees or both.

Permanent Memorialization

A permanent place or item (such as a tree, engraved rock, etc.) where family and friends can go to remember loved ones and find comfort long after the deceased has passed for generations to come.

Personal Information

Is information or an opinion, including information or an opinion forming part of a database, whether true or not, and recorded in material form or not, about an individual whose identity is apparent or can reasonably be ascertained from the information or opinion.

Personal Property

Is anything besides land that may be subject to ownership.  The main characteristic of personal property is that it is movable, unlike real property or real estate, which is not.  There are two types of personal property: tangible and intangible.  Tangible property is personal property that can be physically handled such as clothes, jewelry, furniture, etc.  Intangible personal property is property that can’t be physically handled such as stocks, trust fund accounts, etc.

Private Banker

Is a person at a banking institution who is assigned to provide banking services, investment, and other financial services to high net-worth individuals with high levels of income or sizable assets.

Profile Scope Selection

The second step to be taken in documenting your Life Estate Organizer.  The Profile Scope Selection is a list of sections and subsections to be reviewed by user and for user to select the sections and subsections that apply to their life and estate.


Is a legal process that takes place after someone dies, proving in court that a deceased person’s will is valid; identifying and inventorying the deceased person’s property; having the property appraised; paying debts and taxes and distributing the remaining property as the will (or state law, if there is no will) directs.

Profit-Sharing Plan

Is a type of defined contribution plan that lets companies help employees save for retirement.

Promissory Note

A signed document containing a written promise by one party (the note’s issuer or maker) to pay another party (the note’s payee) a definite sum of money on a specified date or on-demand.


A thing or things belonging to someone consisting of possessions, belongings, worldly goods, personal effects, stuff, chattels, movables, etc.

Property Caretaker

Is a person, group or organization that cares for real estate for trade or financial compensation and sometimes as a barter for rent-free living accommodations.

Residence Expenses

Is the sum of a homeowner’s monthly mortgage principal and interest payments plus other monthly expenses for insurance, utilities, etc.

Residence Maintenance

Is the sum of a homeowner’s monthly and variable expenses for home maintenance for plumbing, electrical, painting, landscaping, etc.

Secondary Executor

Is a representative to be considered in case your primary executor choice is unwilling or unable to take on the responsibilities of an executor.

Sensitive Personal Information

Is information as outlined in the sensitive information section of LEO.  This information is generally been kept secret from other family members, friends and associates, could be harmful to the reputation of the deceased and requires special handling by a trusted individual such as an appointed Life Estate Organizer PC Trustee.


A SARSEP is a simplified employee pension (SEP) plan set up before 1997 that includes a salary reduction arrangement.  Under a SARSEP, employees can choose to have the employer contribute part of their pay to their Individual Retirement Account (IRA).

Serial Number

Sometimes abbreviated as Serial No., SN or S/N.  A serial number is a unique number used for identification and inventory purposes.  A serial number allows a company to identify a product and get additional information about it, for replacement or as a means of finding compatible parts.

Sources of Income

Means the place or places or areas from which a person makes money.

Stock Bonus Plan

Is a type of retirement plan designed to increase an employees’ vested interest in a company’s success.  A stock bonus plan is a type of profit-sharing plan paid in employer stock instead of cash.

Traded equities, commodities, currencies, bonds, etc.

Trading is defined as buying and selling different types of investments on different exchanges where investors work to purchase or trade investments in an attempt to generate a profit from the fluctuation of market prices ; equities are stocks or any other security representing an ownership interest, which might be in a private (private equity) or publicly-traded company on an exchange; commodities are a raw material or primary agricultural product that can be bought and sold; currencies are defined as a system of money in any form in common use especially for people in a nation when in use or circulation as a medium of exchange that can be traded on an exchange; a bond is a fixed income instrument that represents a loan made by an investor to a borrower.

Trusted Individual

Is a person whom another person has confidence and a firm belief in the integrity, ability or character of that individual.

VIN Number

A vehicle information number (VIN) is a unique code, including a serial number, used by the automotive industry to identify individual motor vehicles, towed vehicles, motorcycles, scooters, and mopeds. VIN numbers are inscribed on vehicles in visual locations such as on the windshield, frame, motor, etc.