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.

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Includes:

Easy to use Checklists and Worksheets

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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."

Personal Life

KEEP TRACK OF personal information. Worksheets record passwords, personal contacts, digital goods, and personal identification.

 

Financial Life

KEEP TRACK OF financial information. Worksheets record assets, liabilities, credit card numbers, bill payments, bank accounts, insurance policies, financial advisor/contacts, home safe box and safe deposit contents and codes; and business ownerships.

Healthful Life

KEEP TRACK OF health information. Worksheets record medical, dental and prescription plans; medication inventory; end of life orders (e.g., Do not Resuscitate Order), health care designations, powers of attorney, health care professionals and health history.

Social Life

KEEP TRACK OF social living. Worksheets record membership and subscriptions to sporting, recreation, cultural, educational events and programs; and religious affiliations.

 

Home Life

KEEP TRACK OF residences, investment and commercial property. Worksheets record personal possessions, service providers, warranties, property and deed locations, alarm code(s), and trusted neighbor contacts.

End of Life

KEEP TRACK OF end-of-life wishes. Worksheets record memorial service, burial and funeral arrangements, burial deeds and contact information.

 

Here's Why You Need the Estate of Mine Organizational System

Know what you have

Are your decisions based on knowing the details of your personal estate? Who knows your decisions and where to find your vital documents if you were not here tomorrow?

Know Where it Is

Your information is useless if it's not easily found - make sure you can find what you need, when you need it.

Know What You Need

After using our Organizer, you'll know where the missing pieces are.

Identify and Locate your "Must Have” Information

  • Financial accounts
  • Passwords
  • Wills, trusts, and insurance policies
  • Advisor and emergency contacts
  • Home Possessions and warranties
  • Utilities and service providers
  • Philanthropic interests
  • Health care needs
  • Medications
  • Physician contacts
  • Advance Directives and DNRs
  • End of life wishes

Our Commitment & Security

You're in Control

You choose how to secure your documents. The information is for you and your trusted delegates, only.

We Respect Privacy

Client information is not shared, sold or rented to third parties.

We're here to Help

We know taking the first step is challenging, and we're here to support you along the way.

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