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How EstateLogic Works

Whether you have a will or not, EstateLogic makes organizing a lifetime of information simple, smart and secure. With step-by-step instructions, tips and educational support, EstateLogic helps you capture, store and transfer your information across four categories of estate and legacy preparation.

Estate Documents: Wills, powers of attorney, trusts, passwords, marriage licenses, pet ownership papers, and other important details
Financial Catalog: Financial assets, liabilities, property, contracts, collectibles, heirlooms and other valuables 
Family Legacy: Stories, pictures, videos, ancestry information, key family contacts, blogs, social media accounts and other important aspects about you
My Instructions: Your preferences for continued dependent care, pet instructions, funeral plans, along with personal wishes and messages to be passed on to your family

As you prepare, we’ll guide you on how to talk with your family about what matters most to you. The result? An on-demand catalog of your legal, financial, digital and personal details in one convenient, accessible location.

Explore EstateLogic Features.

 
 

 

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