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About Us
 
Estate Review
Personal Estate Management Software
  & Adobe PDF Form
 
Estate Review is produced by Blue Duma, LLC, a privately owned software company dedicated to assisting individuals in gathering important information on the status of their personal estate, or the estate of a loved one.  Estate Review helps you gather information on assets and liabilities, contacts, document locations, insurance policies, personal property inventory and important personal information.  This information is automatically calculated and formatted into clear financial and personal reports which can be used for financial and estate planning and are invaluable to caretakers in the event of sudden illness, and to heirs after the death of a family member.
 
The founders of Estate Review first developed the basic content of the program many years ago to identify estate holdings for a young family when planning travel to some very remote locations in Africa. What would happen to our children if something happened to us? How could someone figure out what we had in investments and where they were located, find our insurance policies, locate our wills, safe deposit box, identify our debt obligations and contact our family and friends?
 
It became clear that a software program addressing all of this important information in one place would not only help gather the data, but aid in keeping it current as things inevitably change over time. During the software development, we sat down with our parents and helped them gather their information. In the process, a significant life insurance policy was discovered that had been forgotten, and may have been missed entirely when my father passed away. It had a large cash value, and my parents were able to pay off some high interest credit card debt with some of the policy’s cash. Later, when our parents went to assisted living, some jewelry disappeared. Because we knew what there was and where to find the appraisals, their home insurance policy covered the losses. When it came time to settle their estates, the Estate Review reports really helped to simplify the process.
 
Blue Duma, LLC
 
"Duma" is Swahili for "Cheetah". We have great respect for the remarkably beautiful and endangered Cheetah.  In addition to its software development goals, Blue Duma, LLC is committed to providing a percentage of the company profits to the Blue Duma Foundation for charitable contributions. These include, among others, women’s rights, education and animal protection.
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