Guide
How it works
We've broken down the process of estate planning into simple, guided steps to help you prepare your affairs. Currently in pre-launch preview.
1
Inventory your life
Log your assets, properties, bank accounts, and digital presence in your private planner. You can add or edit these anytime.
2
Identify your people
Add family members, friends, and trusted advisors. Record roles like executor, guardian, or beneficiary.
3
Answer guided questions
Go through our modules step by step. We ask plain-English questions about your wishes and translate them into a structured foundation.
4
Prepare for legal review
Once your information is complete, you'll be ready for the next steps. Lawyer review and document preparation aren't available yet.