My Own Estate

My Own Estate Product Information

Estate + Financial Organizer & Planner + Free ID Theft Book

 

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Organize Your Information:

Document Locations

Contacts
Will Location

Financials
Employment Details
Bank Accounts
Savings Accounts
Insurance Details
Health Care Info
401 K - IRA Details
Pension Information
Investments
Stocks
Bonds
Social Security Info
Credit Cards Info
Home Info
Mortgage Info
Autos
Special Information
 

E-Books Include

Estate Information

Home Information

Company Information

Document Locations

Financial Information

On-Line Banking Info

Living Trust Checklist

Identity Theft Booklet

Dispute Letters

 

 

Financial and Estate Organizer + Planner - Living Trust Checklist Included

 Easily Document your Estate / Financial Information into one Booklet

 Our Financial + Estate Organizer and Planner E-Book is comprehensive, user friendly, plus economical.  The 2024 My Own Estate E-Books now include a free Living Trust Checklist plus a must have On-Line Banking Information form.  

  It has never been easier or more economical to totally organize and document your estate information into one Electronic Booklet!  Versions are available for Windows, MAC, and all Tablet systems - each includes these beneficial features:

  1. Easily Organize your Estate, Financial, and Document information

  2. Your personal data gets entered - not overlooked or missed

  3. Booklets documents all your important Estate + Financial information

  4. Organizes Personal, Business, and Home Information

  5. Provides locations of required documentation and paperwork

  6. Simply Fill In The Information Data Fields That Apply To Your Situation

  7. Sticky notes may be Added and Printed with Adobe Reader 10.0

  8. All Financial Information is Documented and Included

  9. Information can be easily  updated as your status changes

  10. On-Line Banking / Credit Card site Log-Ins organized into one form

  11. Organizing your information reduces your estate legal fees

  12. Becomes a much needed financial Survivor's Guide for your loved ones

Just Enter Your Information:  User Friendly - Comprehensive - Economical

  1. Personal Estate + Company + Home Booklets Are Included

  2. Preformatted information fields for ease of use

  3. Bank Log-In information pages now included - a must have!

  4. Pre-Formatted for ease of use - Enter your applicable information

  5. Now Includes Free Living Trust Checklist + On-Line Banking Form

  6. Electronic PDF Format - Enter and Save Data Using free Acrobat Reader or inexpensive Tablet app

  7. Password Protected for your security

  8. Economical: Electronic versions are only $1.95 - Uses Free Acrobat Reader or inexpensive apps on Tablets

   By organizing and documenting your necessary information, it reduces the stress associated with disposing of your estate when the time comes.  Give your loved ones peace of mind this year - now is the perfect time to fill in your copy.

  Why spend days trying to write all this out or possibly missing important items?  With one of our inexpensive E-Books, simply fill in the applicable data fields, saving you countless time.  This gives you the security in knowing all your information is included and easily accessible, in one secure location, when needed.

  My Own Estate E-Books are simple to use - just click the pre-formatted information fields that apply to your particular situation.  Whether you prefer to enter your information Electronically on your Tablet or on your computer, both types are available for immediate download through our secure server. 

Our Organizer and Planner E-Books are very economical and are only available here.  Your loved ones need this information - get your Copy today - fill it in ASAP.

My Own Estate Tablet Version

For All Tablets, Windows and MAC Versions

Requires Adobe Acrobat Reader or Inexpensive App

My Own Estate PDF - Fill In With Tablet or Computer.  

[Item: MOE_01]

Three complete multi page E-Booklets,  only $1.95

  1. My Estate - 20 Pages

  2. My Company - 20 Pages

  3. My Home - 10 Pages

  4. On-Line Banking / Credit Card Log In Worksheet

  5. Living Will Checklist Included

*(Requires free Adobe Acrobat Reader® for Windows or MAC) (Tablet users require free or inexpensive app - help file lists appropriate apps for IPad, Android, & MS Surface) 

   

 

 

 

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