Free Tool
The single document that saves your family the most time.
Most families have nothing organized when someone dies. Banks they did not know about. Insurance policies in the back of a drawer. A safe deposit box without a key. This tool produces the one document that prevents most of that. Fill in what you know, leave the rest blank, print, store, update annually.
Your information
Real Estate
Primary residence, investment property, vacation home. Include rough current market value.
Bank and Brokerage Accounts
Checking, savings, CDs, brokerage. Include institution name and account purpose.
Retirement Accounts
401k, IRA, Roth, pension. Named beneficiaries pass outside the will.
Life Insurance
Term and whole life. Death benefit goes directly to named beneficiary.
Vehicles
Cars, trucks, RVs, boats. Include rough trade-in value.
Personal Property of Value
Jewelry, art, collectibles, firearms, instruments worth tracking.
Digital Accounts
Online services, crypto, paid subscriptions, social media accounts to manage.
Named beneficiaries
Account-by-account check that named beneficiaries are current and correct.
Debts and liabilities
Mortgages, loans, credit cards, medical bills.
Where the documents are
The single most useful piece of information for your executor.
Founding 10,000 Members
The full Family Estate Vault is free for founding members.
Live updating inventory, document upload, executor sharing, version history. Email is all we need.
Plan Your Passing is not a law firm. The information on this site is for general educational purposes only and does not constitute legal, financial, tax, medical, or professional advice. No attorney-client relationship is created by reading this site or using any tool on it. Estate, probate, tax, and inheritance laws differ by country, state, province, county, and individual circumstance, and they change over time. You are solely responsible for confirming the laws that apply to you. Always consult a licensed attorney in your jurisdiction before making any legal, financial, or tax decision regarding wills, trusts, beneficiaries, probate, real estate transfers, gifts, or end-of-life directives. The author, operators, and affiliates of this site disclaim all liability for actions taken or not taken based on its contents.