Organize your legacy with clarity and confidence
A comprehensive tool to manage your assets, contacts, and important documents. Plan for the future and give your loved ones peace of mind.
Asset Management
Track properties, investments, vehicles, and valuables in one organized place.
Contact Directory
Keep family, attorneys, advisors, and beneficiaries organized and accessible.
Document Tracking
Know where your wills, trusts, deeds, and policies are located at all times.
Estate Overview
A snapshot of your complete estate plan
Across all assets
1 properties
Investments & accounts
Family & professionals
Tracked documents
Assets
Track and manage all your valuable assets
📍 123 Oak Street, Portland, OR
Mortgage with First National Bank
Managed by Vanguard
Beneficiary: Sarah Johnson
Fully paid off
📍 Primary residence and storage unit
Appraised in 2024
Contacts
Important people involved in your estate plan
Documents
Keep track of important estate documents and where they're stored