Customize your Personal Organizer

You can add as many subcategories in the Financial Information, Personal Property and Personal Affairs categories as needed to organize your information exactly as you would like. Have a completely unique category you’d like to add beyond our three categories? Create them in the custom info section.

Category Information

Financial Information

Create a comprehensive inventory of your income, assets and debt.

Personal Property

Design a library to map information about and the location of your key valuables, including property, vehicles, collections and valuables, furry friends and documents important to understanding your life and estate.

Personal Affairs

Capture as much information as you like about the people in your life, those who will support you in emergency situations, and your wishes for arrangements to celebrate your life after you are gone.

Custom Info

Create your own custom category for anything that doesn’t “fit” in Financial, Personal Property and Personal Affairs.  Add as many sub-categories as needed.  You are able to organize this category as you prefer and to upload photos for further description. You can even use this section to tell your own family story or upload photos of family items or whatever else you would like to share with loved ones.

Planning Tips

Use this Dashboard section to chart your next course. Take a look at the At-A-Glance section. Are there subcategories that look less up-to-date or less populated than others? Those may be areas to visit today. Remember that this tool is most useful when it is up-to-date and complete.