FAQ

Inside every Estate Crate workbook is over 120 fillable pages designed to help you keep track of the key details regarding you residences, finances, vehicles, personal details including friends, family members, social clubs, health records, legal and tax details, and much more!

We have created 40+ unique topics, with multiple sections within each topic to help keep you organized and on track.

The Quick List, is designed to be a supplementary package to our larger Estate Crate packages which all include the full workbooks.

Everyone, of every age.

It is never too early to start keeping records, and organizing and simplifying your life or the life of a loved one! Read our article about getting your affairs in order.

The Estate Crate helps keep you organized and makes a great gift for the people you care most about. Everyone should have their own unique Estate Crate to help simplify their life.

Absolutely!

The Estate Crate is exactly what you are looking for. The Estate Crate workbook allows you to fill out, in great detail, information regarding your banking, finances, ongoing expenses and to keep track of all your most important assets.

It will help you stay more organized and confident about everything going on in your life.

No. Absolutely not. The Estate Crate is not a legal document.

The Estate Crate is designed to supplement your Will, and other legal documents upon your passing.

We always recommend you seek the advice of legal professionals with respect to estate planning.

Both!

The Estate Crate workbook is designed to help you keep track of everything!

And we have also designed it to help your Executors, caregivers and/or family members track, log and easily find all the important details they are required to manage on your behalf if you become incapacitated or upon your passing.

We recommend 1 Estate Crate per person.

We suggest starting with 1 Estate Crate, and adding a second Estate Crate for a family of 2, to supplement the information for the second owner with your own individualized Estate Crate workbook.

You may also want to consider and Estate Crate for your children.

You should review, revisit and potentially complete an entire new Estate Crate workbook at least every 5 years, so the data is current.

Also, any time there is a major material change in your life; moving, major job change, etc. we would recommend you update your Estate Crate workbook.

We make changes in our lives, and you should make those changes to your Estate Crate. We suggest ordering and completing a new Estate Crate LW - Lightweight during each update.

Yes! We highly recommend you buy one for the individual for who you are the Executor to their estate, and provide them with an Estate Crate. This will make your future role a lot easier!

An Estate Crate is designed to be put together by the owner of the assets.

It is suitable to help an Executor once the owner has completed their Estate Crate, upon the owners passing.

An Estate Crate workbook may help you in your role, as our packages do provide a great level of detail and tracking with respect to the assets people own, however you may not see the full benefit of the product unless the owner had completed their Estate Crate prior to passing.

You may want to consider an Estate Crate for yourself or others that you care for.

Unfortunately we do not.

If there is an issue with your Estate Crate purchase, please contact us at estatecrateinfo@gmail.com and we would be happy to help you.

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