Export packets

Generate preparation packets from your workspace. These are not legal documents — review with your attorney.

Packet readiness

0 asset(s) in inventory
Trustee or successor trustee named
Beneficiary added
Funding tasks reviewed
Pour-over will confirmed

Family Estate Readiness Packet

$49 one-time

Your complete attorney intake brief — asset inventory, people map, property details, funding checklist, review flags, and suggested attorney questions.

Trustee Emergency Packet

$99/yr · Annual

A stripped-down reference sheet for your trustee or executor — key contacts, document locations, POA agents, account list, beneficiary designations, and flags. Designed to be handed directly to the person who will act on your behalf.

Annual membership unlocks the Trustee Emergency Packet

Plus unlimited re-exports of the full packet, year-over-year review tracking, and annual review reminders.