Organizing Your Affairs

To view the portion of our video workshop that focuses on Organizing Your Affairs, begin at 16 minutes and 40 seconds.

Do you need to get your affairs in order to ensure your loved ones are taken care of upon your passing? We are here to help you with your Estate Planning needs by utilizing our 5 step process that facilitates you working with a local estate planning attorney (not an out of state document preparation company), for a flat fee, to prepare a package of documents for your personal situation.

When preparing a simple Will, most attorneys will include a financial and healthcare power of attorney along with a Living Will, and it may be unnecessary to pay more than $595 for this package. In addition a Revocable Living Trust can be included with the goals of simplification and avoiding probate, and it may be unnecessary to pay more than $795 for this entire package of documents.

In addition to document preparation, a local attorney can also provide the service of reviewing existing estate documents without cost or obligation.

We are here to hold your hand through this often overwhelming task and have provided resources and tools below that will assist with jumpstarting the process. We would welcome sitting down with you and discussing your personal situation and what the next best steps are to ensuring your affairs are in order.

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