Material Legacy
Three 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. Zero digital footprint — the document is generated entirely in your browser and saved only to your device. No account, no cloud, no data collection.
Asset & Obligation Map
Create a comprehensive inventory of everything you own, owe, and need to protect.
People & Intention Map
Map your family, assign roles, plan distributions, and prevent conflict.
Instructions
Step-by-step guide for your trusted person: what to do first, who to call, where things are.
Zero digital footprint
- ✓No account required
- ✓No data saved on our servers
- ✓Documents generated in your browser
- ✓Downloaded directly to your device
- ✓Close the tab and everything is gone
