The Smart Legacy Plan Organizer ˢᵐ

Improve or organize your current estate plan or create a new one.



Will help you to design a will, trust, and an advanced health care directive.


Will help you to prepare your heirs through ongoing family meetings, which can help to prepare them to make better choices and decisions with their inheritance when that time comes.


Will help you to implement a generational plan that provides all participants with the information they need, the location of important documents, advisor contacts, etc., to facilitate an easier implementation of your estate plan strategies.

Why it’s important to have an estate plan

If you don’t have an individual estate plan, the government has one for you, and you probably won’t like it. 

Government imposed estate plans can be costly, incurring both legal fees and court costs, and they can delay the transfer of assets to one’s estate. 

Decisions about who gets what and when are best made when not under stress or during times of high emotion and/or anxiety; as would likely occur when one passes or has experienced a serious health incident leaving them unable to make decisions of their own. 

Decisions made as to who gets what, if made by the “giver”, can help to mitigate often serious and detrimental family disputes over those assets. 

Get Started

Enroll now to get started with The Smart Legacy Plan Organizer ˢᵐ.  Discover a better, smarter, safer way to improve and organize your current estate plan or create a new one.

Featured Newsletters

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and...

2021 Key Financial Data

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new...

7 Estate Planning Things You Must Do In the Time of Coronavirus

Estate PlanningIf you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So the time to finish up any unresolved advance planning and organization is...

Last Will & Testament: Add A Letter Covering These 14 Wishes

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical...

Home Equity Conversion

If you own your home, and you have at least 50% equity to market value, watch this video to learn how you can (and why you should) convert that home equity into a contract that will allow you to...

A Widow’s Worst Nightmare

The Smart Estate Planning NewsletterWhat can be worse than losing a spouse—especially with young children to raise? How about being forced to go through probate and losing needed assets to...

Estate Tax Liquidity

If you have a current net worth of at least $5,000,000 growing faster than inflation, and want to minimize the estate tax your family will need to pay when you pass on, watch this short video to...

The Benefits of a Living Trust

Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video...

6 Tips for Organizing Your Records

Estate Planning If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about...

Potential Estate Tax Threat?

The Smart Estate Planning Newsletter Over the past few decades, federal taxes have generally trended lower.  That era may be coming to an end, especially for well-off individuals. The major factor...