My Estate Sorted's Estate Planning Organizer works alongside Wills, estate plans and professional advice — helping clients organize the Essential Life Information their loved ones and executors may one day need.
A will is essential, but it can't tell them everything
A Will provides important legal instructions. But when someone dies or can no longer manage their own affairs, the people responsible may need considerably more practical information.
What exists? Where is it? Who needs to be contacted? What did they want? And what don't we know about?
My Estate Sorted's EstatePlanning Organizer complements a persons Will.
THE INFORMATION GAP
THE INFORMATION GAP
THE INFORMATION GAP
A Will can't contain everything.
Important practical information often sits outside formal estate-planning documents.
THE VISIBILITY GAP
THE INFORMATION GAP
THE INFORMATION GAP
Loved Ones can't find what they don't know exists.
Assets, accounts, policies and relationships can be overlooked if nobody knows to look for them.
THE DIGITAL GAP
THE INFORMATION GAP
THE DIGITAL GAP
Important information increasingly lives behind digital screens.
Statements, bills, accounts, contacts and documents may exist only electronically. Digital information isn't always accessible.
A practical complement to the work you already do
For your clients
A practical way to organise important information beyond the Will.
For loved ones & executors
A clearer starting point for identifying what exists, where to look and who to contact.
For your practice
A practical resource that can complement your existing advice and client service.
HOW PREPARED ARE YOU, REALLY?
Take the FREE My Estate Planning Roadmap and discover what you've got sorted, what may be missing and what you can do next.
In just a few minutes, the Roadmap takes you through the practical areas of your life and estate that someone else may one day need to navigate.
FREE - PERSONALIZED RESULTS - NO OBLIGATION