Safeguard account numbers, photos, videos, family treasures, pet care instructions, and more! Everything is organized and digitally secured with the LEO app. It's peace of mind knowing that everything you care about will be cared for when you're no longer around to do it. Get started today and take advantage of our 30-Day Free Trial Offer!
Estate Planners, Financial Advisors, CPAs & Attorneys-now you can supplement your expertise by offering your clients a private, secure digital lockbox they can use to organize, store & share all the important details of their life. LEO-PRO, the comprehensive digital platform for you and your clients.
Estate Planners, Financial Advisors, CPAs & Attorneys-now you can supplement your expertise by offering your clients a private, secure digital lockbox they can use to organize, store & share all the important details of their life. LEO-PRO, the comprehensive digital platform for you and your clients.
Services
About
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Life Estate Organizer (LEO) is wholly owned by Quiet Sunset, LLC, a privately held Ohio company, located in North Bend, Ohio, a suburb of Cincinnati, Ohio. Owner and founder, Lawrence D. Frey, developed LEO after experiencing first-hand the difficulties of settling a family estate after serving as an executor and helping a family member prepare a last will and testament.
How It Works
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LEO is designed to complement an official last will and testament and estate plan. It's a means of organizing and storing your full-range of personal and estate information in one secure, easy-to-access location. LEO starts with a comprehensive questionnaire and provides you with the ability to customize your profile, upload relevant documents, attach images, edit content and make changes as your life grows and changes.
Security
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Your data remains safe and secure every step along the way from trial to purchase to storage and retrieval. The latest in security technology is deployed and upgraded with technology advancements. Life Estate Organizer has both an application and database server system. Both server systems are hosted in a secure data center operated by REPERIO.
Pricing
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Purchase LEO now, update as often as you need. You control the content and can provide access to the users that you trust. LEO communicates your practical life details as well as personal wisdom and expressions of your love to those you leave behind. With everything in one place, LEO saves you time compiling everything your family will need after your passing.
Leo-pro
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LEO-PRO pairs your valuable services with our digital organizing and storage tool to secure peace of mind for your customers. Clients can upload and store all prepared life & estate documents as well as capture personal details to make the settlement of their estate as easy and painless as possible.
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