Trust: My Estate Plan

Whether you want to organize your asset portfolio, decide who gets what, or review your will and trusts, this app has got you covered. Catalog all your important documents, find guidance around confusing legal terminology, and keep track of actions required to turn your estate plan from how it is designated by default to how you actually intend it to be distributed when the time comes. Once you are happy with how it looks, generate a comprehensive professional PDF that you can save on your device or email to your attorney or financial advisor. Estate planning usually means several sit-down meetings with professionals, going through every asset, document, and person in your life, often with the clock running and a bill attached. My Estate Plan lets you do that groundwork yourself, calmly, from home. Add what you own and who matters to you, then keep adjusting until the pie chart shows…