Bank accounts. Passwords. Wishes. Retirement accounts you forgot you had. One place, before it is needed.
Take the free 2-minute Estate CheckStart free, or go straight to the tool you need.
A Day 1 to Month 12 roadmap, the common mistakes to avoid, notification letters and a tracker.
Get the free toolkitThe 7 conversations to have with the people you love, before you need them.
Start the conversationsThe complete place to record what your executor needs. Accounts, wishes, contacts and final instructions.
Get the organizerThe Estate Organizer plus the Conversation Kit. Normally $106 USD bought separately, yours for $98: just check the Conversation Kit box at checkout.
I am not a lawyer or a financial planner. I watched two families try to sort out an estate and saw how hard it is when nothing is written down. So I built what I wished they had: one place, plain language, no jargon, done quietly before it is needed.
A Day 1 to Month 12 roadmap, the common costly mistakes, notification letters and an expense tracker. Free and instant.
Send me the toolkitEducational content only. Not legal, financial or tax advice. Estate laws vary from state to state. Always consult a qualified professional.
It has started a conversation amongst family regarding estate planning and funeral wishes.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
So thoughtfully written. I believe it could really help a lot of people.
A comprehensive, thorough, and professional book. I am looking forward to filling it out.
It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.
I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.
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