Estate & legacy
An estate-readiness checklist, a beneficiary registry, and a document vault — so the plan holds together for the people who depend on you.
How it works
- 1Check off the documents every household needs — will, trust, POA, directive.
- 2Record the beneficiaries on each account (they override a will).
- 3Keep an index of where everything lives for the people who'll need it.
What you get
- Estate-readiness checklist (will, trust, POA, healthcare directive)
- Beneficiary registry — the designations that override a will
- Generate draft will, living trust, financial POA & healthcare directive — for your attorney to finalize
- Document vault — estate, tax, insurance & property documents, with upload, indexed by where everything lives
- Organizational awareness, not legal advice
Common questions
What is Estate & legacy?
An estate-readiness checklist, a beneficiary registry, and a document vault — so the plan holds together for the people who depend on you.
How does Estate & legacy work?
Check off the documents every household needs — will, trust, POA, directive. Record the beneficiaries on each account (they override a will). Keep an index of where everything lives for the people who'll need it.
What do I get with Estate & legacy?
Estate-readiness checklist (will, trust, POA, healthcare directive); Beneficiary registry — the designations that override a will; Generate draft will, living trust, financial POA & healthcare directive — for your attorney to finalize; Document vault — estate, tax, insurance & property documents, with upload, indexed by where everything lives.