Estate Kit keeps getting better

Estate readiness can feel easier to start than to finish. Estate Kit now provides more helpful reminders at key moments, including when a new member is getting started, when progress has paused, or when a gifted Estate Kit still needs to be activated.

It is easier to make progress when you know what matters next. We improved My Path, dashboard guidance, and progress moments so Estate Kit gives clearer direction as you build your plan.

Saving a section should never feel like a dead end. We improved form feedback so Estate Kit shows what needs attention and helps you get back on track when a field is missing or needs to be corrected.