Step 1 of 17 — You're doing great!

Let's start with the basics

We'll capture your details so everything is tailored exactly to you and your life.

Step 1

Do you have assets in any other names?

Sometimes people hold things under different names – this helps us protect everything properly.

Step 2

Who would you trust to carry out your wishes?

Let's choose the people you trust most to handle your estate if needed.

+ Add another executor
Step 3

Protecting the next generation

We want to make sure any gifts to younger family members are handled at the right time.

years old
Step 4

Would you like to leave any specific gifts?

These are meaningful items or amounts you want to go to specific people.
(Recommended: No for simplicity.)

Step 5

Who should receive the rest of your estate?

This is the main part of your legacy – let's make sure it goes exactly where you want.

Beneficiary Share (%)
+ Add another beneficiary
Total 100%
Step 6

Just in case the unthinkable happens

This clause ensures your wishes are still followed even in the worst-case scenario.

Step 7

Planning for life's changes

Life can change – let's future-proof your plan for marriage.

Step 8

Planning for life's changes

Life can change – let's future-proof your plan for divorce.

Step 9

Protecting your children

If you have children under 18, who would you trust to look after them?

Step 10

Protecting against challenges

Sometimes people may disagree with your wishes – this helps reduce that risk.

Step 11

Who do you trust to speak for you?

If you ever can't make decisions, who would you want in control?

+ Add another attorney
Step 12

Would you like substitute enduring attorneys?

Extra protection if your first choice can't act.

Step 13

Who do you trust with your health decisions?

For medical choices if you're unable to make them yourself.

+ Add another guardian
Step 14

Would you like substitute medical attorneys?

Extra protection if your first choice can't act.

Step 15

Now for your spouse

Let's set up the same protections for your partner.

Step 16

When should these powers begin?

We can set this exactly as you prefer.

Step 17

Your EstatePilot Legacy Plan Summary – Ready for Review

Here’s everything we’ve captured. Edit anything before we prepare your draft.

Our team will prepare your professional draft documents within 48 hours.

Summary