With its flexibility and features, EstateLogic makes it simple, smart and secure to capture and transfer all that is important to you:

• Simple, anyone-can-use-it, web-based organizational tool.
• Easy, 24/7 access to work at your own pace.
• Store important estate and financial records, passwords, personal and family photos, stories, and videos.
• Discussion guides and real-life suggestions for communicating and collaborating with your executor, as well as the financial and legal professionals you work with.
• Timely guidance and actionable educational content on estate, financial and legacy topics.
• Seamless transition of all your information to your executor at the time it’s most needed.
• Friendly and helpful Customer Service is available you by phone or e-mail.
• Security is our highest priority, with an online banking style environment designed to protect your privacy. Learn More.

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