Estate Info Keeper  
wmgreeley@estateinfokeeper.com                                                              805-300-0163 
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About Estate Info Keeper
The Estate Info Keeper was designed to make gathering and organizing your important documents easy. While some people attempt to pull together their essential papers, they often miss key items that it never occurred to them they might need. This system walks you step by step through everything your trustee or family might require should there be an emergency, or should you pass away. Very little writing is needed on your part. You simply drop copies or originals of vital paperwork in the appropriate slot and slide in your doctors' and lawyers' business cards. It's as simple as that!
Estate Planning, Made Easy


The People Behind Estate Info Keeper

Estate Info Keeper is a woman-owned company with one simple goal: Help others deal with a difficult time by planning and being organized.  After tragedy struck our family, it was only through this planning process that we were quickly able to put our estate in order and move on knowing everything was well taken care of.  We hope you are able to do the same with your family by utilizing our system.

(Important note: Estate Info Keeper does not replace your will or trust or other important documents. It is an organizational system. It is also not intended to replace legal and financial advice.)