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. Zero digital footprint — the document is generated entirely in your browser and saved only to your device. No account, no cloud, no data collection.
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.
Zero digital footprint
- ✓Download and complete privately
- ✓No data saved on our servers
- ✓Documents generated in your browser
- ✓Downloaded directly to your device
- ✓Close the tab and everything is gone
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?
Zero digital footprint. All documents are generated in your browser. Nothing is stored on our servers.