Estate planning made simple and secure.

“Estate Kit is the first product I've seen that is designed by experts to understand your tax structure while also being extremely simple to use. If the worst happens, my loved ones will be much better equipped to make sense of my affairs.”

“I didn't realize there was so much to think about. Estate Kit gets you to organize and plan for all the important decisions you need to make. It's so much more than a checklist; it creates a full roadmap that leaves you feeling like you've been responsible, for yourself and your family.”

“As someone who relies on checklists and processes, Estate Kit is exactly the product for assembling and building an estate portfolio for my parents and myself. During an emotional time, having everything compiled in one location is worth its weight in gold. As my good friend Jimmy used to tell me, I'd rather be looking at it than looking for it. Estate Kit ensures I'm looking at it and not for it.”