The Organizer is a personal management tool that is useful in a multitude of ways. It is a central repository for important personal and family records.  It can serve as the basis for financial planning and estate planning, saving you time and money when meeting with your advisors. If you ever lose your wallet or purse, or have your identity stolen, you have a handy reference for all of your accounts. It can be helpful to your executor or personal representative in settling your estate, enabling them to more easily locate important documents and assets.

Based on an Excel spreadsheet, The Organizer makes it easy for most people to use and customize. It is broken into a number of sections (listed across the bottom of the spreadsheet) making it easier to navigate and update. For further ease of use, data will be automatically transferred when appropriate to other sections. Plus, the Net Worth section contains imbedded formulas to do the math for you.

We hope you find The Organizer to be a useful tool as you plan your future. We would also be happy to act as a sounding board as you consider the distribution of your estate. Charitable strategies offer many surprising personal, financial, and tax benefits and we would be happy to answer your questions.

Click here to download your free copy of The Organizer.

(To return to the planned giving pages, simply close or minimize The Organizer)