1. 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

  2. What Should I Communicate About My Life?

    Everybody has a Life Story. Everybody should document their Life Story. No matter who you are, being a human being and living on earth makes you a one of a kind person. You may be reluctant to document your life, but we can guarantee someone in your family will cherish the information you share. After all, your life story was shaped by your ancestors which has not only shaped your life but also th…Read More

  3. 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

  4. 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

  5. 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

  6. Organizing Your Estate – It’s Important… and Now It’s Easy

    “Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein Estate Planning by the Numbers Statistically, Americans can always do a better job of life and estate planning: 59% of Americans have Life Insurance. 17% of Americans have Financial Advisors. 45% of Americans have a Last Will and Testament. 38% of Americans have a Healthcare Power of Attor…Read More

  7. From Light Bulb Moment to Successful Product Launch – The Story of LEO

    How LEO - Life Estate Organizer Came to Be One of the most frequent question that I’m asked when speaking with people about our life and estate planning tool, LEO is, “How did you come up with it?” Well, here’s our little story… It All Started with Business as Usual My wife, Mary Ann and I consulted with an estate planning service to create our financial estate plan.  We filled out the …Read More