Life Organizer & Estate Plan

Life Organizer is an online database used to guide you through the family succession planning process. Simply save and store all of your important information to ensure nothing is missed and everything is well documented. Life Organizer's mission is to make the succession process painless and seamless for all individuals and families. We help make it possible for your loved ones to take action when the unexpected occures. Life Organizer removes the obstacles of locating all of the necessary data when you need it.

The Life Organizer tool removes stress from life transitions. When the unexpected happens, someone in your life must manage your finances and other personal matters. This is a difficult task if you don’t leave information to guide them. Life Organizer was created to help you through the process of gathering your important data. By using Life Organizer, you are setting up your loved ones for success and leaving them a priceless gift.

However you decide to manage this process, by using Life Organizer, you can feel good about putting your trusted family member(s) in a place to be successful, in the event the unexpected happens. Show More