A complete, fill-in-the-blanks workbook for your accounts, passwords, wishes and final instructions, so the people you love aren't left guessing during the hardest week of their lives.
The bank accounts. The passwords. The life insurance policy nobody knew about. Your wishes for the funeral. If something happened tomorrow, they'd be searching through drawers and old mail while they're grieving, guessing at what you would have wanted. It doesn't have to be that way.
Worth it for the legal documents, but they still won't write down where your accounts are, your passwords, or what you actually want. That part is on you.
The place to put everything your attorney's documents don't capture, so your executor isn't left playing detective. Start tonight, finish over a few weeks.
Banking, retirement (401(k), IRA, pensions), insurance, investments, property, debts, gathered so nothing sits unclaimed.
Email, phone, computer, online banking, cloud storage, social media, the logins your family would otherwise be locked out of forever.
Funeral preferences, organ donation, pets, personal items, messages to loved ones, decisions they shouldn't have to make while grieving.
No legal terminology, no assumed knowledge. Written for real people who want to protect their families, not attorneys drafting contracts.
Designed around US accounts, 401(k)s and IRAs, Social Security, and how estates actually work here, not adapted from a foreign template.
It's a document you fill in on your own computer or print at home. Nothing lives in the cloud for anyone to breach. You're in control.
Every category is already laid out for you. You just fill in what applies, ten quiet minutes at a time.
It's not a template. It's not a checklist. It's the complete fill-in document, built so nothing gets missed, no matter how simple or complex your life is.
Thorough enough to cover a whole life, and simple enough that you'll actually finish it. Do it once, update it once a year, and the hardest week of your family's life gets a lot easier.
Type straight into it on your computer, save, and update any time. Thousands of fillable fields.
An ink-light version designed to print at home and fill in by hand, if that's more your style.
Each section as its own file, so you can print only the parts that apply to you.
You've seen how hard it is to sort out an estate when nothing's written down, and you don't want that for the people you love.
You know you should get your affairs in order. You just haven't had a document that makes it feel doable. This one does.
You've been named to handle someone's estate and you want to know what a well-organized one actually looks like.
"This is the document I wish my family had had. Now it's yours."
, Will, Founder, The Estate Organizer
Get the Organizer, work through it, and if it isn't right for you, email us within 30 days for a full refund. No questions asked. The only risk is leaving your family to guess.
Most people work through it over a few weeks, not a weekend, one section at a time, when you've got the energy. There's no rush, and you can save and come back any time.
Yes. It's a file you fill in on your own computer, or print and fill in by hand. Nothing is stored online or in anyone's cloud, so there's nothing to be breached. Where you keep it is entirely up to you.
No, and that's by design. The Estate Organizer is a place to record your information and wishes. It isn't a Will, and it doesn't replace your attorney or accountant. It simply makes sure that when your family needs those professionals, they can find everything fast. Rules vary by state, so confirm the specifics with your own advisors.
Yes. It's about gathering your accounts, passwords, documents and wishes in one place, which matters everywhere. Where state-specific steps come up, it points you to the right professional rather than guessing for you.
Three files, delivered instantly: the digital fillable PDF, a printable edition, and the individual chapters so you can print just what you need. Updates are yours to keep.
It has started a conversation amongst family regarding estate planning and funeral wishes.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
So thoughtfully written. I believe it could really help a lot of people.
A comprehensive, thorough, and professional book. I am looking forward to filling it out.
It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.
I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.
One document. Done once, updated yearly. Quietly, it might be the kindest thing you ever leave behind.
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