Organizing Your Affairs

Over the past 25 years, we've helped hundreds of people with their estate planning. We've never charged a dime for it. Now, with our unlimited subscription through our partnership with Trust & Will, you can create a complete package of estate planning documents — valid in all 50 states — at absolutely no cost.. This online option fits about 95% of people we meet. If you're in the other 5% with a more complex situation, we can explain an option using a local attorney for a very reasonable Flat Fee.

You don't have to be a client… attend a workshop… or even visit our office. You DO need to have a brief chat with Jerry Goodman or Jared Hubbard to confirm you're in the 95% group. If so, we’ll email you a link to get started—and we’re available for any questions along the way. Your options are…

Do It Yourself — Start by entering your information, and you can either request the printed documents be sent to you, or you can print them. At that point, you can execute them yourself. We're available if you need us, but you don't have to involve us at all. This is completely Free of Charge.
Do It With a Little Help — Again, with the link we can send, enter your information online, then come to our office. We'll review everything together, answer your questions, print your documents, and serve as witness and notary on the spot. We can also help with some housekeeping duties such as beneficiary designations and account titling. About 1–2 hours. This is still completely Free of Charge.

Let Us Do the Heavy Lifting — By providing us the completed Step-2 Profile form on this page of our website… we'll enter everything for you. Come in, we review it together, answer questions, print it, sign it, witness it, notarize it — done. This can also include the housekeeping steps to help organize and simplify things for your family. Also 1–2 hours, and this is also Free of Charge. To save time, you can submit your information on the profile form in advance… either on paper or through the secure Step-2 Profile form on this, the Affairs Page, at TheOrganizedInvestor.com.

The first step is to have a brief chat with either Jerry Goodman (865-415-2070) or Jared Hubbard (865-415-2067). This is to determine if the Trust & Will option is appropriate (usually the case), or should you consider working with a Flat-Fee attorney because you may have a more complicated family situation (small percentage of people).

Workbook

The Organized Investor Workbook is a tool containing 30 pages of information regarding estate planning and organizing your affairs, as well as a large section to document your information regarding your estate that loved ones would need to know when you pass away. Click the button below to fill out, download and print your workbook.

Organized Investor Workbook

Checklist

Click on the Organized Investor Checklist button below to share your interests and concerns regarding organizing your affairs and what you'd like to discuss further with us in our first face to face meeting. Once you've submitted this form, your information will be sent to us using our secure Citrix Sharefile program.

Organized Investor Checklist

Step 2 Profile Form

In preparation for our first face to face meeting, we would ask that you fill out the "Step 2 Proile Form" by clicking on the button below. We will use this form to assist with creating a letter of engagement between you and a local attorney who will work with you to provide you with the documents you need to get your affairs in order .

Organized Investor Step 2 Profile Form

Organized Investor Workbook Preview

This is a digital preview of the content you will receive at our Organized Investor Workshop. The workbook covers 50 estate, retirement and tax planning topics providing details that will assist you with this process. Click the below link to preview the first section of the workbook and attend the workshop to receive your own complete copy.

Organized Investor Workbook Preview

Widow's Digest Book

This is a digital version of our book The Widow's Digest that provides useful information to widows who are working through the loss of a spouse/partner, and left to handle their affairs. This book covers 35 counties in Tennessee and provides information on how to navigate these often difficult circumstances. You can download this book after entering your information and clicking the submit button in the bottom right hand corner of the page.

The Widow's Digest Digital Book

Additional Resources for Organizing your Affairs

Charitable Giving: Smart from the Heart

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4 Elements of an Estate Strategy

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When Do You Need A Will?

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When Special Care is Needed: The Special Needs Trust

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Podcast Resources

For your convenience, we have compiled a list of resources that we have mentioned throughout our podcast, The Organized Investor. The following links will direct you to them.

The Organized Investor Reference Guide as of Nov. 2023

Organizing Your Affairs Summary

TN Asset Protection Trust

Avoiding Probate in TN

TN Creditor Claims Period

5 Step Process for Organizing Your Affairs