Wealth transfer fails on paperwork —
not tax law.
Five essential documents, a beneficiary audit, a probate exposure estimate and a legacy readiness score you can actually move.
The number
0–100
legacy readiness score, graded and updated as you finish documents
Everything you need for estate planning & legacy.
Straight answer on timing: everything below ships with the app on September 1, 2026, except the items marked Coming soon — those land in a later release, and we'd rather tell you now than surprise you inside the app.
Beneficiary assignment audit
At launchEvery retirement account, life policy and payable-on-death account — flagged when a beneficiary is missing, stale, or contradicts your will.
Probate exposure estimator
At launchSee which assets would pass directly and which would get stuck in probate, with an estimate of the time and cost that creates.
Five essential documents checklist
At launchWill, revocable trust, financial power of attorney, healthcare proxy and living will — status tracked for each, with what each one actually does.
Digital asset access directive
At launchPassword manager access, 2FA recovery, crypto keys, cloud photo archives — documented so your family isn't locked out.
Estate document vault
At launchUpload, preview, rename and re-file signed documents in private storage, so the paperwork is findable when it matters.
Three steps. No fluff.
Step 01
Map what you own and who's named
Accounts, property, policies, and the beneficiary on each one.
Step 02
Fix the paperwork friction
Missing beneficiaries, unsigned documents, no digital access plan.
Step 03
Watch the readiness score climb
Every completed item is saved, so the score holds between sessions.
Specifics, not slogans.
Is this legal advice?
I'm young with few assets — does this matter?
Next pillar →
Pillar 09 · Tax
Remove the friction. Leave a plan, not a puzzle.
Estate Planning & Legacy is pillar eight of nine — where the paperwork finally gets done.