Estate Organizing
Documents for after.
Trustworthy
- $10/month.
- Family-friendly UI.
- Lists all accounts.
- Passwords for executor.
- Senior peace of mind.
- Recommended.
Everplans
- $80/year.
- Comprehensive estate.
- Wishes + accounts.
- Send to executor.
- Senior thorough.
- Free trial.
Free option
- Spreadsheet.
- List accounts.
- Where docs are.
- Print + safe.
- Free.
- Senior simple.
What to include
- Bank accounts.
- Investment accounts.
- Insurance.
- Property deeds.
- Login passwords.
- Senior comprehensive.
Update yearly
- Birthdays good time.
- Tax time too.
- New accounts added.
- Old removed.
- Senior current data.
- Family will thank.
Tell executor
- Where to find.
- Master password.
- Trustworthy person.
- Don't hide.
- Senior burden lifted.
- Family gift.
Estate doc gift to family
When senior passes, family scrambles for accounts, passwords, deeds. Estate organizing app ($80/year Everplans) or simple spreadsheet = gift to family. Saves months of grief detective work. Senior most loving final gift. Don't skip.