Organizing 

Trust-Estate

Assets
Is your 'Road Map' out of date?

Trusts and wills can be great 'road maps' to handling personal and legal details.

As relationships, accounts, passwords and assets change... don't forget to update your records. 

Trust ME: Estate Organizers helps ease the burden of Estate Asset management

  • locate assets & documents

  • create home - asset inventories

  • appraise / value personal items & assets 

  • gather banking information 

  • life insurance

  • health insurance

  • update contact information (Dr's, friends, relatives)

  • mortgages / deeds

  • ock box information

  • car insurance, payments

  • any and all loans and documents 

  • digital passwords (accounts, social media, email, computer)

  • 'pet plans' 

  • work with family, attorneys, financial planner..