Set up your estate plan
Complete these steps to build a comprehensive plan for your family. It takes about 15 minutes.
Complete your profile
Add your name and contact details
Enter your trust information
Trust name, type, and date
Add your assets
Bank accounts, real estate, retirement
Upload core documents
Trust, Will, Power of Attorney
Name your beneficiaries
Primary and contingent heirs
Set up your successor trustee
Invite and brief your trustee
Estate Value
Your Estate · As of March 2026
Real Estate
$1.25M
44.0%
4.2%
Retirement Accounts
$820K
28.9%
7.1%
Bank & Brokerage
$490K
17.3%
1.3%
Life Insurance
$200K
7.0%
—
Business Interests
$75K
2.6%
12.4%
Digital Assets
$5K
0.2%
18.2%
Value Trend
Values are self-reported estimates. Real estate and business interests are not marked to market automatically. Connect accounts via Plaid for live brokerage and bank balances. Life insurance reflects death benefit, not cash value.