The Estate Planning Organizer



There are many different types of estate planning organizers available with a quick search of the internet. However, if you really want to get organized and understand what you have you need an organizer that covers all your personal and financial paperwork.

Most organizers are not ordered in any particular way. They leave you confused and muddled about your finances. To properly organize and start your estate planning you need an organizer that helps you do that.

This organizer classifies all your paperwork into 4 easy categories. All you need to do is fill in the blanks.

If you want to read about an easy way to get organized read home filing systems.

You can download the organizer here.

This is a PDF document and you will need Adobe to use it. You can fill in the document on your computer and store it that way, or you can print it out and fill it in by hand.

Either way, make sure someone knows that document exists and give the access to it in case they need your documents.


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