1. What is a Digital Estate Organizer?

    LEO Life Estate Organizer - Your Secure Digital Lockbox in the Cloud What Does LEO Do? Organizes and secures all the data needed to settle your estate. What Else Does LEO Do? Allows you to upload all your formal documents from estate and financial plans to insurance, personal history, and more. If it’s important to you, LEO secures it. What Doesn’t LEO Do? We do not manage or invest your money…Read More

  2. 5 Reasons Everyone Needs an Estate Plan

    We really like this quote by Alan Lakein “Planning is bringing the future into the present so that you can do something about it now.”  In short, that is what an Estate Plan does for you. As we have discussed before in our 7 Must-Have Estate Plan Documents, no matter what your economic status you should have an estate plan to protect your assets, whatever they may be, for yourself and your fa…Read More

  3. Do I Need to Be Tech-Savvy to Fill Out A Life and Estate Plan?

    If you are the least bit proficient in conducting internet searches, you can secure all the information that you need, and then some, to comprehensively create your life and estate plan. The Search An internet search of keywords such as Estate Plan, Estate Planning, Document My Life, Life and Estate Plan, etc. will bring up an abundance of information for you to review on each subject. Understandi…Read More

  4. How Should I Communicate My After-Death Plan?

    A friend recently contacted us to tearfully explain that her spouse had passed away and while he had a LEO subscription, he’d never input any of the information that would help her understand their finances or his after-death wishes. She was left completely at a loss and had no idea where to begin. We were heartbroken for her because this did not have to happen. All the tools were at our friend…Read More

  5. 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

  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