How EstateLogic works

EstateLogic helps you organize and archive critical information in the right way, across the Four Categories of Estate and Legacy Preparation:

	Estate Documents: Wills, powers of attorney, trusts, medical directives, birth certificates, marriage licenses and other important papers
	Financial Catalog: Financial assets, liabilities, properties, collectibles, contracts, preferences on planned giving, etc.
	Family Legacy: Stories, pictures, videos, heirlooms, ancestry information, key family contact information, and other important aspects about your heritage
	My Instructions: Your preferences for continued dependent care, pet care, funeral instructions, along with personal values, and messages to be passed on to your family

As you prepare, we’ll guide you on having powerful conversations with your executor about what matters most to you. You’ll update EstateLogic regularly as events change in your life, so you can feel confident that most current information is available to carry out your intentions.

The result? An on-demand catalog of key estate, financial, and biographical details in an easy to access online location that will be made available to your executor when it’s most needed.

Explore EstateLogic Features.