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What is EOMO?
EOMO is the best estate planning workbook and organizational system for all ages. Getting organized has never been easier. Keeping good personal and financial records protects us and our loved ones from expected and unimaginable life events.

Includes:
Easy to use Checklists and Worksheets

PRICING OPTIONS
Buy It Once. Keep It for a Lifetime.
$59.99
Tier One
Worksheets and Checklists
- Digital Download Access
- Fillable Forms
Online Resources
Save It Your Way
Secure It Your Way
Print It Your Way
$249.99
Tier Two
Worksheets and Checklists
- Digital Access and Paper Copy
- Secure It Your Way
- Fillable Forms
Executive Binder
Index Tabs
File Folders and Labels
Zip Envelope
Flash Drive (Loaded with Worksheets)
Online Resources
Free Shipping
Concierge
Tier Three
Worksheets and Checklists
- Digital Access - Paper Copy
- Fillable Forms
- Secure It Your Way
- Customized service with EOMO Coach
- Pricing based on hours, type of service and locations
Executive Binder
Index Tabs
File Folders and Labels
Zip Envelope
Flash Drive (Loaded with Worksheets)
Online Resources
Free Shipping
Customized service with EOMO Coach
Pricing based on hours, type of service and location
What Our Customers Are Saying
The Six Life Themes
Getting organized is not limited to our financial life. It is much more. EOMO spans the six areas of life. We refer to them as "Life Themes."