Your parents built it.
You protect it.
Estate planning shouldn't require a law degree. Get clarity on your family's finances—assets, projections, and transfer plans—all in one modern tool.
Free to get started · No credit card required
Everything you need
Finally, a financial plan that makes sense
No more digging through filing cabinets or decoding cryptic spreadsheets. See the full picture in minutes.
Asset Inventory
Catalog every account, property, and investment in one place. Brokerage, IRAs, real estate—all organized and accessible.
Scenario Modeling
See 20- and 30-year projections. Model what happens under different market conditions and spending plans.
Beneficiary Planning
Map out who gets what. Set gift strategies, model estate tax implications, and ensure fair distribution.
Budget Phases
Life changes. Your plan should too. Model pre-retirement, retirement, and late-life spending separately.
Bank Connections
Connect accounts directly through Plaid. Real balances, real transactions, real clarity.
Tax-Smart Transfers
Understand gift exclusions, estate thresholds, and tax-efficient transfer strategies for your family.
Simple process
From overwhelmed to organized in three steps
Add Your Family’s Assets
Enter accounts, properties, and investments. Or connect your bank directly—we’ll import everything automatically.
Model the Future
Set assumptions for returns, inflation, and spending. See projections that show exactly where things are headed.
Plan the Transfer
Assign beneficiaries, set gifting strategies, and understand estate tax exposure. Share the plan with your family.
Built for real families, real numbers
We use the same data points and projections that financial advisors rely on—packaged in a tool you can actually understand.
Your family's legacy deserves a plan
Start organizing your family's financial picture today. Free to get started, no credit card required.
Set up in under 5 minutes