Estate Organizer for Seniors in Florida
Your digital death book, written with people over 60 in mind — kept in the same Vault as your will.
What people over 60 should know
- The longer the life, the longer the paper trail: decades of accounts, pensions and policies are hard for an executor to piece together from a filing cabinet.
- Record pensions, registered accounts and investments under Investments & Retirement, with the institution and a contact person for each.
- List every insurance policy, so the people you leave behind know what to claim.
- Decide, record by record, what your executor sees after death and what the people you share with can see now.
- After your death, whoever has your will must deposit it with the clerk of the circuit court for the county where your estate has venue within 10 days after learning of your death. Florida law does not provide a general lifetime court-deposit procedure for ordinary wills. Source: Fla. Stat. § 732.901.
Frequently asked questions
Why do people over 60 need an estate organizer?
The longer the life, the longer the paper trail: decades of accounts, pensions and policies are hard for an executor to piece together from a filing cabinet.
How will my family find my will in Florida?
After your death, whoever has your will must deposit it with the clerk of the circuit court for the county where your estate has venue within 10 days after learning of your death. Florida law does not provide a general lifetime court-deposit procedure for ordinary wills. Source: Fla. Stat. § 732.901.
Does an estate organizer replace my will?
No. It is a record for your executor and family. It does not decide who inherits — your will does that.
What does the Estate Organizer cost?
It is included in your Vault. Your will is free.
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