Material Legacy
Answer simple yes/no questions. Download personalized forms. Fill them in on your own time.
67%
of Americans have no estate plan at all
60%
of families lose wealth by the 2nd generation
$68T
will transfer between generations by 2030
How it works
Each step generates a Word document with blank forms tailored to your situation. Fill them in on your computer or print and complete by hand. Zero digital footprint — the document is generated entirely in your browser and saved only to your device. No account, no cloud, no data collection.
Create a comprehensive inventory of everything you own, owe, and need to protect.

Map your family, assign roles, plan distributions, and prevent conflict.

Step-by-step guide for your trusted person: what to do first, who to call, where things are.
