Protecting your legacy — will, trust, POA, beneficiaries, final wishes
0/5
Core Docs
0
Beneficiaries
0
Key Contacts
📊 Overview
📄 Documents
👥 Beneficiaries
💰 Assets
💻 Digital
🕊 Final Wishes
📜 Estate planning is the most important financial step most people never take. Every adult needs a will, POA, and healthcare directive — regardless of wealth level.
Estate Readiness Checklist
Key Contacts
Attorney
—
Executor / Trustee
—
Financial POA Agent
—
Healthcare POA Agent
—
Guardian (minor children)
—
Key Contacts
📄 Track the status of your core estate documents. Work with a licensed attorney to execute them properly.
Last Will and Testament
Trust
Power of Attorney
Healthcare Directive / Living Will
👥 Track primary and contingent beneficiaries on all accounts. Beneficiary designations override your will — keep them updated.
No beneficiary designations added yet.
💰 Map your assets to the estate — how each account or property will pass at death.
Estate Value Summary
Estimated Net Worth
From Wealth Portal
Life Insurance Death Benefit
$0.00
Retirement Account Balances
$0.00
Estimated Estate Value
$0.00
Life Insurance
Asset Distribution Plan
No asset distributions added yet.
💻 Digital assets need a plan too — email accounts, social media, crypto wallets, domain names, online businesses. Store access info securely — never passwords here.
Digital Asset Plan
Digital Asset Registry
No digital assets added yet.
🕊 Document your final wishes — funeral arrangements, memorial preferences, messages to loved ones.
Funeral / Memorial Preferences
Organ Donation
Pet Care Plan
Message to Loved Ones
👥 Add Beneficiary Designation
Account, policy, or asset with a named beneficiary
💰 Asset Distribution
How will this asset pass at your death?
💻 Add Digital Asset
Email, social media, crypto, domains, subscriptions, online businesses