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With its flexibility and features, EstateLogic can be the solution you count on over the years to record, update and preserve all that is important to you and needed by your executor:

  • 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, digital documents, 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.

Be smart about how you organize. Select a service level that’s right for you.