Designed for those who prefer a self-guided experience, the tangible kit includes all the tools and resources needed to complete your estate and financial organization independently. This kit, printed on quality paper and organized within a zippered document protector, is delivered straight to your door.
The Docu Edit Kit Collection includes:
Family emergency preparedness forms
Checklist for critical life documents
Administrative steps following a death
Organizational tools for personal identification and vital records
The Docu Edit Master Excel Workbook (digital and hard copy), including five spreadsheets
72-page Estate Planning and Home Organization System
*Shipping Included
Designed for those who prefer a self-guided experience, the tangible kit includes all the tools and resources needed to complete your estate and financial organization independently. This kit, printed on quality paper and organized within a zippered document protector, is delivered straight to your door.
The Docu Edit Kit Collection includes:
Family emergency preparedness forms
Checklist for critical life documents
Administrative steps following a death
Organizational tools for personal identification and vital records
The Docu Edit Master Excel Workbook (digital and hard copy), including five spreadsheets
72-page Estate Planning and Home Organization System
*Shipping Included
The Ideal Gift for:
Weddings
Family Celebrations
Professional Recognition
Valued Staff Members
Consulting
$100 per hour
If you find the task of organizing your affairs difficult and overwhelming, The Docu Edit provides one-on-one consulting services to make the task easier. We guide you through the process of organizing your estate and financial documents so that your wishes are clear and your loved ones are supported.
Please fill out the form, and we will be in touch.