The Docu Edit is a tangible, guided kit designed to help you organize and document your estate and financial information in one clear place.
It includes the tools, forms, and structure you need to gather your information, document important details, and create a complete, accessible resource for yourself and the people in your life.
Each kit is hand packed for your family and tailored to the number of immediate family members.
Printed on quality paper and organized within a zippered document protector, your kit is delivered straight to your door.
The Docu Edit Kit Collection includes:
Comprehensive emergency preparedness and key information forms designed to capture your essential details in one place
Critical life documents checklist
Guidance after a loss
Organizational tools for personal identification and vital records for each family member
The Docu Edit Master Excel Workbook (digital and hard copy), including five spreadsheets
72-page Estate Planning and Home Organization System, included as part of The Docu Edit
*Shipping Included
Perfect for:
• Weddings and newly married couples
A meaningful way to start life together organized, aligned, and informed.
• Family celebrations
A thoughtful, lasting gift that supports both everyday life and future planning.
• Client gifts
A unique and practical way to show appreciation beyond the expected.
• Team recognition
A high value, useful gift that stands out and will be used long after it is received.
*Shipping Included
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.