estate-guard

What problem does it solve?

Estate planning is the critical safeguard that prevents a lack of legal and financial structure from overwhelming Lindsey and Tory's family when death or incapacity occurs. It ensures executor designations, guardianship, and asset distribution are clear and accessible, reducing court involvement and confusion during a time of distress.

Core Features & Use Cases

• Comprehensive estate data capture and tracking of wills, trusts, powers of attorney, and beneficiary designations.
• Audits for life insurance coverage, survivor benefits, and designations across accounts to identify gaps.
• Actionable recommendations and a ready-to-fill Letter of Instruction to guide executors.

Quick Start

Run the Estate Guard audit to verify wills, trusts, power of attorney, and beneficiary designations and generate an action plan.