Estate Plan Organizer welcome image
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Wills, Trusts and Stewardship Made Easy
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Welcome to the Estate Plan Organizer

The Estate Plan Organizer will take you through the estate planning process quickly and easily in about 30 minutes. You can save your work at any time, and come back at your convenience.

  • First time users - click next to get started.
  • Returning users - click log in to access your saved information.

For technical assistance call 866-626-4630, or Email
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