ATTORNEY-CREATED FAMILY ORGANIZATION
Know what exists.
Know where it is.
Know who to call.
Practical tools to help you organize the important information your family may need someday. Created by an estate planning and probate attorney.
One-time purchase • Instant digital access • Use at your own pace
THE PROBLEM
Your family shouldn’t have to search for the important things.
Even when important documents exist, the information your family may need is often scattered across files, accounts, drawers, and different people.
Documents
Where are the will, trust, insurance policies, and other important records?
Accounts & property
Which financial institutions, accounts, and property records should the family know about?
People & instructions
Who should be contacted, and where are practical instructions kept?
The problem isn’t always missing information. It’s knowing where to find it.
That’s what the Family Estate Organizer helps you solve.
BUILT ON EXPERIENCE
Professional insight. Practical organization.
Created by an estate planning and probate attorney, the Family Estate Organizer is informed by firsthand experience with the information families often need—and the challenges they can face when that information is difficult to locate.
It brings that perspective into a practical, easy-to-follow system designed to help you organize important details before they’re needed.
Attorney-created perspective
Informed by estate planning and probate experience, with an emphasis on the practical information families may need to locate.
Practical, not overwhelming
Clear steps and approachable worksheets help you make progress without having to organize everything at once.
Designed for real families
Built to make important information easier to find, share, and review as circumstances change.
THE COMPLETE SYSTEM
Everything you need to get the important things organized.
The Family Estate Organizer brings together five practical guides to help you locate important information, organize what matters, have meaningful family conversations, and keep everything current.
01
Family Estate Organizer
The central workbook for organizing important documents, financial information, property details, contacts, and practical instructions.
02
Parent & Family Conversation Guide
Thoughtful prompts for starting conversations about important information, wishes, and responsibilities.
03
Family Meeting Guide
A structured guide for discussing where information is kept, who to contact, and what family members should know.
04
Annual Estate Review Checklist
A simple checklist to help you revisit and update important information as circumstances change.
05
Emergency Information Sheet
A concise reference for essential emergency contacts, important information, and where key records can be found when someone needs to act quickly.
$49
One-time purchase · Instant digital access
HOW IT WORKS
Five simple steps to get organized.
You don’t have to organize everything in one day. Start where you are and work through the process at your own pace.
01
Find
Locate important documents, accounts, records, and details your family may need.
02
Organize
Record essential information and where important items can be found.
03
Talk
Use guided questions to begin meaningful family conversations.
04
Align
Help family members understand key contacts, information, and responsibilities.
05
Review
Revisit your information periodically and update it as circumstances change.
A FREE PLACE TO START
Could your family find these 25 important things?
Download the free checklist to help identify important documents, records, and information your family may need someday.
Find These 25 Things
A free printable checklist to help you locate important information before your family needs it.
FREE RESOURCES
Helpful guidance for getting organized.
Explore practical articles to help you prepare, have important family conversations, and make essential information easier to find.
GETTING STARTED
Where to Start With Family Estate Organization
Not sure where to begin? Learn how to identify essential information, gather important records, and take the first steps toward getting organized.
FAMILY CONVERSATIONS
How to Talk With Your Parents About Important Information
Starting a conversation about important documents, contacts, and family wishes can feel uncomfortable. Learn how to approach the discussion respectfully and without unnecessary pressure.
EMERGENCY PREPAREDNESS
What Your Family Should Know in an Emergency
When something unexpected happens, knowing where to find essential information can make a difficult situation easier. Discover what your family should be able to locate and who they may need to contact.
THE IMPORTANT THINGS
Give your family a clearer place to start.
You don’t have to organize everything at once. Start with a practical system that helps you gather important information, prepare for family conversations, and make essential details easier to find when they’re needed.
Get the Family Estate Organizer — $49One-time purchase • Instant digital access • Use at your own pace