Track the estate basics that protect your family.
Open the Estate & Beneficiary Checklist tool →Estate planning isn't only for the wealthy: it's how you spare your family confusion and delay at the hardest time. This is a plain checklist of the basics: a will, current beneficiaries on every account, powers of attorney for money and health, guardianship for young children, transfer-on-death designations, and a letter saying where everything is. Beneficiary designations on retirement and insurance accounts actually override your will, so keeping them current matters as much as the will itself.
This is a checklist, not legal advice, and it doesn't draft anything. Use it to see what's missing, then have the documents prepared and reviewed by a qualified attorney. The sibling product vaulytica can help you organize and review the documents themselves.
Computed entirely on your device for U.S. taxes and benefits. Nothing is ever sent anywhere, and it is free forever. Educational information, not financial, tax, investment, or legal advice.