Estate Kit keeps getting better

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.