Yesterday we were cc'd on an email sent by one of our customers and we would like to share it with you. Thanks Ev.
"Hello Mr Smith,
I just heard your column on The Early Shift concerning estate planning. I am a regular CBC listener and a Professional Organizer.
There is a terrific Canadian-developed tool for exactly this purpose. dovetailorganizer.com
Developed by Londoner Gayle White-Malloy, this inexpensive piece of software allows you to record everything needed for an executor to easily deal with your estate. You can attach scanned documents in a read-only file. It's not only good for 'end of life' issues. Dovetail is an excellent tool to keep your life secure. Having it backed up on a memory stick allows you to carry your travel documents electronically, password protected, encrypted and readable on any PC computer.
As a personal story... my husband and I recently purchased dovetail and spent a couple of days rooting through our personal and financial papers. It was a good exercise for us as a couple who have been married for over 30 years. We shredded half a file cabinet drawer of outdated papers. We scanned in every important document and card in our wallets suggested in the software. dovetail helps you know what is important. When our financial advisor came to visit last week, we were able to show him and clarify our investments. We now have a backup off site and available for our children, our executors. Speaking as a woman, it was very empowering.
I urge you to check out the website. dovetailorganizer.com
I laughed when you said that pets are always a concern when closing an estate. dovetail even covers that one!
Evelyn Ward de Roo
Interior ReDesigner/Professional Organizer
(division of SoftTouch Solutions Inc)"
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