"Thanks for the Organizer; it is my Information Insurance policy."
"These records were used in planning my Legacy gifts. My financial planner was impressed."
"This book was great preparation in creating my trust and will."
"You are an angel who has sent me this link."
"This is very timely as my father now has only a short time to live."
"Looks fantastic; a great idea to downsize and organize my files."
© 2010 Julie Jones, Consulting Services.
Listen to Julie Jones on the Radio!
Recently, Julie was interviewed by Frank Samson on Sonoma's KSVY radio program about Aging Boomers. The 20 minute discussion gives an overview of what documents are necessary, how to organize them in a meaningful way, why the process is so important now to save time and stress later.
Publications about Estate Docs Organizer: