Organizing Tools
How to use this page
As seniors, we have the chance to organize our important papers to promote a clear guide for our family and those people closing our estate. Getting familiar with resources and the technology available for this task, might make this a more attainable goal.
We welcome our club members to contribute ideas that may be helpful, and any websites that have educational instructions or resources to further the learning curve.
Request the Database Templates
Estate Organizing Homework To Do Now
Computer, Tablet, Smartphone
ANDROID
••• Medical ID - How to set up your medical record on your mobile phone
••• Scan - Scan documents with Google Drive
••• Watch - Best Smartwatch For Fall Detection That Calls 911 (2026)
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APPLE
••• Medical ID - Set up your Medical ID in the Health app on your iPhone
••• Notes - iPhone Notes: Everything You Need to Know
••• Notes - Live: How To Use Apple Notes Effectively (MacMost video tutorial)
••• Notes - Use Notes on your iPhone, iPad, and iPod touch
••• Numbers - Numbers User Guide for Mac
••• Numbers - Numbers on the Mac for Beginners 2024 How-To Video
••• Numbers - Numbers User Guide for iPad
••• Numbers - Numbers User Guide for iPhone
••• Numbers - Numbers Support
••• Scan - How to scan documents on your iPhone or iPad
••• Watch - Best Smartwatch For Fall Detection That Calls 911 (2026)
••• Watch - Apple Watch Information
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WINDOWS
••• Excel - Basic tasks in Excel
••• Excel - New to Excel? Here's Super Easy Tricks to Get You Started
••• PDF - 3 Ways to Embed a PDF Document in Microsoft Excel
••• Scan - Scan documents with Google Drive
Apps, Tools and How To's
••• Apps - The 12 Best Organization Apps for Personal & Professional Use: Set Recurring Tasks, Create a To-Do List & More for Free
••• Credit - Freeze or Unfreeze Your Credit File for Free
••• Email - How to Declutter Your Email Inbox and Take Control of Your Time
••• Email - How to Change Your Email Address (and the Best Way to Do It)
••• Emails 9-23 - How to Transfer Emails to a Flash Drive • Save All Your Emails with Attachments to a Pen Drive
••• File Transfer 10-23 - How to send large files with Gmail
••• File Transfer - WeTransfer - Send Large Files Fast
••• Google - Create a Gmail account - access to email, calendar, tasks, database, docs, etc.
••• Google - Share your Google calendar
Resources
••• Estate Planning - Estate Settlement Guide
••• Estate Planning - Five Wishes
••• Estate Planning - Florida Advance Directive
••• Estate Planning - Electronic Wills
••• Legal Articles - Explore Nolo's library of thousands of free and professionally written and edited legal articles
••• Medical 1-24 - Health Care Advance Directives Reference & Downloadable Forms
••• Recovery - Set up a recovery phone number or email address
••• Security - Have I Been Pwned: Check if your email has been compromised in a data breach
••• Subscriptions 11-25 - Stop the sneaky subscriptions: how to actually cancel the stuff you don’t use
After A Loss
••• Credit - How to protect your deceased loved one’s credit after death
••• Checklist - What to Do When a Loved One Dies - Practical steps you need to take in the early days
••• Checklist - What To Do When Someone Dies Checklist (includes Funeral arrangements)
••• Checklist - When Someone Dies: Timeline and Interactive Checklist of Tasks (Hospice)
••• Checklist - What to Do When a Loved One Dies (AARP)
••• Facebook 2-26 - How to manage a deceased loved one’s Facebook account