17 asset categories
From bank accounts to vehicles to digital collectibles. If it has value or needs handling, Mylo has a section.
Estate organization
Estate organization app that your family can actually use
Map assets, name beneficiaries, write the instructions your trustee will need on day one. Excel + DOCX output. Encrypted vault.
Most estate apps stop at producing a will. The harder problem is everything the will doesn't cover: which accounts at which banks, who the beneficiaries actually are (not who you remember naming 12 years ago), where the safe-deposit key lives, what to do with the holiday cabin. Mylo's Material Legacy workbook covers 17 categories of assets and 8 sections of trustee instructions — exports as one Excel workbook and one DOCX your family can follow.
What you get
- 17 asset categories: bank, investment, retirement, real estate, vehicles, business, collectibles, life insurance, debts, and more
- Beneficiary audit — most plans break because a 401(k) beneficiary form is out of date, not because the will is wrong
- 8-section trustee instruction document: first 24 hours, week 1, month 1, ongoing
- Excel output your accountant / lawyer / executor can read
- Encrypted vault — your asset list isn't a Word doc in a Dropbox folder anyone with access can read
- Update as life changes — the workbook is a living document, not a one-time export
How it works
1. List your asset categories
Yes/no answers — do you own a home, have a 401(k), have a small business? Mylo skips sections that don't apply.
2. Fill in only what's relevant
Account numbers, beneficiaries, locations of documents. Auto-saves to your encrypted vault.
3. Write the trustee instructions
8 sections covering what your family needs to do — first 24 hours, week 1, month 1, ongoing.
4. Download Excel + DOCX, hand to trustee
Print, store in a safe place, or share digitally with your designated executor.
Features
Beneficiary tracker
Flags when you said "all my children" but only named one. Most contested estates lose at this exact crack.
Trustee instruction generator
Plain-English DOCX your family follows step-by-step. Day 1, week 1, month 1, then ongoing maintenance.
Excel asset workbook
Lawyer-friendly format your accountant can ingest directly. No more "can you put this in a spreadsheet" emails.
Annual review reminder
Once a year Mylo nudges you to update the workbook against current account balances and beneficiary forms.
One subscription, every legacy tool
€9.99 / month. All four wings + AI Legal Consultant + 200+ article library. Cancel anytime; your data exports as DOCX / PDF / Excel and stays with you.
See pricing detailsHow Mylo compares
Where common alternatives fall short.
A spreadsheet you keep in Drive
The problem: Anyone with the link can read it. Out of date within months. Family won't know it exists.
With Mylo: Encrypted vault, autosaves, exports a clean copy for the trustee when you choose.
Filing cabinet with statements
The problem: Family has to sort 200+ pages. Beneficiaries on old 401(k) forms still trump your will.
With Mylo: Surfaces beneficiary-form mismatches; outputs a one-page summary on top of the full workbook.
Trust & Will or similar
The problem: Optimised for producing the will document. Less developed on the surrounding asset map.
With Mylo: Mylo focuses on the surrounding workbook; bring the output to T&W or your lawyer for the legal will.
Frequently asked
Is the workbook a substitute for a will?
No. The workbook organises the information your will references. You still want a proper signed will. The workbook makes drafting it (and executing it) dramatically easier.
Can my accountant or lawyer import the Excel?
Yes — the Excel is structured so a professional can read each asset category as a separate sheet. Most ingest directly into their software.
How do I update the workbook?
It's a living document in your encrypted vault. Open it any time, edit, re-export. The annual review reminder helps you catch stale beneficiary forms.
What about state-specific forms?
Mylo organises the information. Forms that vary by jurisdiction (e.g. small-estate affidavit) we link out to your state's official source, with explanations.
Can I share it with my executor in advance?
Many users do. Either print and store in a fire-safe, or share digitally on the condition the executor agrees not to open it until the day comes.
Other tools
Start building your plan today
€9.99 / month. Encrypted vault. Cancel anytime.
Start your estate workbook