Estate Kit keeps getting better

Some information is easier to show than describe. Wherever you can attach a file in your Estate Kit, you can now choose "Scan with your phone" to add paper documents, ID cards, receipts, photos of heirlooms, or even a photo of where you keep important things, so your loved ones can find them later.

Take one photo or many, whether it's a single card or a whole document, or choose pictures already on your phone. Zoom in to make sure everything is readable, reorder or remove pages, then tap save. Estate Kit combines them into a single PDF attached right where you started.

Working on a computer? Choose "Scan with your phone" and a QR code appears on your screen. Point your phone's camera at it and the camera opens. There is nothing to install, and your phone is never signed in to your account. When you're done, your photos appear back on your computer automatically. Can't scan the code? There's a link right below it you can send to your phone instead.

On a phone or tablet, just tap the button and snap away.

Naming someone as your executor, power of attorney or substitute decision maker is an act of trust. Knowing what to actually do is the part that weighs on them. Each person you name to a role in Estate Kit now receives their own dashboard: a plain-language, step-by-step guide organized around what matters first, from the first 48 hours through the months that follow.

Clarity on who can see what, and when.

Trust is easier when nothing is vague. Every role's access in Estate Kit follows your life state, so the people you name see only the sections their role needs, only when their role is active. Each dashboard explains what is visible and why, so there are no surprises for you or for them.

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.