Material Legacy
Two steps
to organize
your estate
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
Select what applies to you. Download. Fill in.
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. Browser-first privacy — downloads are generated in your browser. If you are signed in, your answers can also be saved to your encrypted vault so you can continue later.
Assets & People
A single Excel workbook covering everything you own, owe, and (optionally) who gets what. Live preview while you toggle categories — Summary tab adds it all up automatically.
Instructions for Trusted Person
Step-by-step guide for your trusted person: what to do first, who to call, where things are.
Browser-first, encrypted when saved
- ✓Download and complete privately
- ✓Signed-in saved work is encrypted before storage
- ✓Documents generated in your browser
- ✓Downloaded directly to your device
- ✓Public use can stay tab-only
Learn more
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Frequently Asked Questions
What is material legacy planning?
Organizing your assets, assigning people, and creating practical instructions so your family knows exactly what to do.
Do I need a lawyer to use this?
No. This is an organizational tool that helps you prepare. We recommend consulting a professional for legal documents.
What documents do I get?
Personalized Word documents with blank forms tailored to your situation — asset inventory, people map, and instruction kit.
Is this a legal will?
No. This is a planning and organization tool. It helps you prepare everything a lawyer needs to draft proper legal documents.
How is my financial information protected?
Documents are generated in your browser. If you sign in, saved workbook data is encrypted before it reaches our servers; our team cannot read it.