Estate Planning and Family Legacy Tools
Choose one task and organize things step by step. Each tool explains how it processes and stores information. Please read the Privacy Policy and never enter passwords, account numbers, or confidential documents on this website.
6 Focused Checklists
1. Estate Handoff Checklist
A central checklist for organizing assets, documents, contacts, and important family stories.
Open checklist →2. Will Preparation Checklist
Prepare questions and key information before speaking with a professional or drafting a will.
Open checklist →3. Asset and Debt Inventory
Organize assets, financial institutions, and liabilities without listing account numbers.
Open checklist →4. Important Document Index
Record where deeds, insurance policies, household registration, and ownership documents are kept so someone you trust can find them.
Open checklist →5. Digital Legacy and Passwords
List social media, cloud, email, and digital-file accounts without disclosing passwords.
Open checklist →6. Family Story Handoff
Plan the stories, memories, photos, and wishes you want to pass on to the next generation.
Open checklist →