Manage Your Plan
Keep your estate plan current with unlimited updates.
Vault Document Storage
Securely store important documents, such as tax returns, house deed and more in our digital Vault.
Emergency Access
Choose to grant emergency access to trusted individuals only when the time comes.
Asset Aggregation
Inventory your assets to inform your estate plan. Assets are kept up-to-date through live integrations.
Education Center
Explore and learn about financial management and estate planning from experts.