![]() Is the 'electronic estate planning organizer' a specific product/software, or have you organized your own electronic system? I use an electronic estate planning organizer. All these records already exist in various website files that are accessible from my 1Password password vault, which is also stored and continuously updated in my computer's organizer and in the cloud. ![]() Regarding passwords, I don't have to keep actual copies of our home and auto insurance policies in the organizer, or copies of our Social Security, Medicare, and Medicare supplemental insurance records, or copies of my pension provisions for my wife to receive half of my pension if I die. ![]() Every time I add a new document, or make changes to existing documents, like our financial information, the changes are instantly reflected in the cloud version of my estate planning organizer that resides in the cloud.Īlthough a paper version of my organizer could be stolen from our house, or burned in a fire, and would have to be physically accessed by our children who live in distant states, my wife and our children can access my electronic organizer on my computer, or in the cloud, immediately, as long as they know the right passwords to log-in to my computer or my account. It resides in my computer and in a securely encrypted cloud storage and backup site called. It has at least 28 sections, all clearly labelled. I use an electronic estate planning organizer to assure all of our important estate and financial documents, plus my own lucid advisory comments, will be available to my wife and our adult children if I should die or become mentally incapacitated. ![]()
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