Important Things for Your Family
Tap any area that comes to mind and note only: “What exists and where it is” — no balances or numbers are needed yet.
Why it is used: To help you find important information.
Who can see it: Only you, unless you choose to share it.
How to remove it: Delete an item or start over at any time.
If you were not here today,
could your familyfind your assets?
Deposits, insurance policies, funds, land, crypto —
Record key details one at a time so your family can find them when needed.
No sign-up or balances needed
Why use Estate Handoff?
Know where assets are held
Select banks, brokers, insurers, and more to create an asset map your family can use.
Review life insurance
Bring policies together and estimate whether coverage may meet your family’s needs.
Make the handoff easier
List heirs and create an estate folder with contacts and documents to look for.
Did you know?
Many deposits and insurance policies in Thailand go unclaimed because families do not know where to look.
Welcome 👋
Choose one goal to start; you can do the others later.
I want to map where my assets are held
Recommended first step · 2 minutes
I want to review my life insurance
List your policies and estimate whether coverage may be enough
I want to plan with my family or group
Add household members and list heirs
Where are your assets held?
Select all places where you hold assets; you do not need to enter figures yet.
Selected 0 items
Today
Asset map
Add details one item at a time. More detail can make it easier for your family to find records (levels 1–4).
Life Insurance Review
Review all policies and estimate whether total coverage may meet your family’s needs.
My policies 0 policies
🎓 Check your benefits
Review existing benefits and policy features that are easy to overlook in the Knowledge Center.
Is your life insurance coverage enough? (Gap estimate)
Enter rough estimates; you can change them later.
Household
Household members 0 people
Folders in progress
A private space to organize next steps before talking with family or a professional.
Loading your folders…
Benefits and Planning Library 📚
Review benefits you already have before deciding whether additional coverage may be needed.
🎓 Common benefits in Thailand
Select benefits you already have. This may help you spot areas of overlapping coverage.
💡 Features in your existing policies
The app uses the policy types you list to show features that may be easy to overlook.
📖 Estate and Finance Library
Common questions — select one to read
ℹ️ For planning purposes only; not legal or investment advice. Always check current laws and policy terms.