The best way to get something done is to begin.
• The final Locate the Estate organizer will consist of a custom designed three-ring binder divided into ten-tabbed sections. Document storage pockets are included to store copies of important papers. The information will also be available on an electronic flash drive to aide in information updates and to facilitate content sharing with family members.
It is the best of both worlds: a hardcopy binder to reference page by page and to write notes in and an electronic version to store for family sharing.
• The detailed sections consist of topics such as locating important life documents, personal/family information, employment/business ownership, real estate, pets, vehicles, money, bills, passwords, medical, insurance, running your home responsibilities and final wishes. The details in the binder are continuously being updated to reflect ongoing expertise and feedback from trusted professionals and the families we work with.
• An in-depth review of your computers and digital devices, what is stored on them and how to access your important documents, photos and videos is included and is a very important part of the discussion.
• If your estate requires any custom documentation, it will be included. This is not a “one size fits all” information system – it is thoughtfully designed specifically for your family.
“It is amazing how Ellen took so many complex parts of our life and organized them into one simple book. We have two homes and now we have this wonderful resource to travel with us when we go back and forth. Our children are so grateful that we took the time to do this for them. Ellen asked the right questions and included everything extra that we asked for in the binder. Now our kids will know where the signed baseball card and wedding dress can be found.”
Sharon D., EAEO client