Estate Planning Made Simple
A Comprehensive Estate Planning Software Companion for Peace of Mind
Easily organize your assets, ensure your wishes are honored, and protect your loved ones with Estate.Studio.
Estate Planning Made Simple
A Comprehensive Estate Planning Companion Software for Peace of Mind
Easily organize your assets, ensure your wishes are honored, and protect your loved ones with Estate.Studio.
Your Digital Estate Dashboard:
Simplifying Your Legacy Management
Welcome to your Digital Estate Dashboard, where managing your estate is made simple and secure. Here, you have everything you need to ensure your legacy is well-organized and protected. Track your assets, update your essential documents, and connect with your trusted advisors—all in one place. This dashboard is designed to give you peace of mind, knowing that your loved ones will be cared for, and your wishes honored. Whether you’re reviewing your estate’s health or collaborating with professionals, our intuitive platform ensures that you stay in control, every step of the way. Your future, simplified.
Your Digital Estate Dashboard:
Simplifying Your Legacy Management
Welcome to your Digital Estate Dashboard, where managing your estate is made simple and secure. Here, you have everything you need to ensure your legacy is well-organized and protected. Track your assets, update your essential documents, and connect with your trusted advisors—all in one place. This dashboard is designed to give you peace of mind, knowing that your loved ones will be cared for, and your wishes honored. Whether you’re reviewing your estate’s health or collaborating with professionals, our intuitive platform ensures that you stay in control, every step of the way. Your future, simplified.
Your Trusted Circle:
Keeping Your Key People Connected
Easily manage and access your most important relationships within the Trusted Contacts section. Here, you can securely store and update the details of those who will play key roles in managing your estate. Whether it’s your attorney, financial advisor, or family members, this section ensures that all necessary parties are informed and connected. With everything centralized, you can rest assured that the right people have the right information, exactly when they need it. Simplify communication, streamline collaboration, and ensure that your estate is in good hands with our user-friendly platform. Your connections, organized.
Your Trusted Circle:
Keeping Your Key People Connected
Easily manage and access your most important relationships within the Trusted Contacts section. Here, you can securely store and update the details of those who will play key roles in managing your estate. Whether it’s your attorney, financial advisor, or family members, this section ensures that all necessary parties are informed and connected. With everything centralized, you can rest assured that the right people have the right information, exactly when they need it. Simplify communication, streamline collaboration, and ensure that your estate is in good hands with our user-friendly platform. Your connections, organized.
Your Estate Planning Records:
Everything in One Place
Keep all your essential estate planning documents secure and organized in one convenient place. From wills and trusts to powers of attorney, our platform makes it easy to store, update, and retrieve your vital records whenever needed. With secure access, you can be confident that your important documents are protected and ready for your loved ones and advisors. Simplify your planning process and ensure that your wishes are clearly documented and easily accessible. Your estate, organized and protected.
Your Estate Planning Records:
Everything in One Place
Keep all your essential estate planning documents secure and organized in one convenient place. From wills and trusts to powers of attorney, our platform makes it easy to store, update, and retrieve your vital records whenever needed. With secure access, you can be confident that your important documents are protected and ready for your loved ones and advisors. Simplify your planning process and ensure that your wishes are clearly documented and easily accessible. Your estate, organized and protected.
Your Assets & Debts:
Organize and Assign with Confidence
Take full control of your financial landscape with the Assets & Debts section. Here, you can easily track everything you own and owe, all in one convenient location. Beyond just organization, our platform allows you to assign assets to your chosen beneficiaries, ensuring your estate is distributed exactly as you intend. Whether you’re managing real estate, investments, or debts, this tool simplifies your planning and provides peace of mind that your loved ones will receive what you’ve planned for them. Your finances, organized and securely assigned.
Your Assets & Debts:
Organize and Assign with Confidence
Take full control of your financial landscape with the Assets & Debts section. Here, you can easily track everything you own and owe, all in one convenient location. Beyond just organization, our platform allows you to assign assets to your chosen beneficiaries, ensuring your estate is distributed exactly as you intend. Whether you’re managing real estate, investments, or debts, this tool simplifies your planning and provides peace of mind that your loved ones will receive what you’ve planned for them. Your finances, organized and securely assigned.
Your Personal & Insurance Documents:
Secure and Organized
Keep your most valuable personal and insurance documents safe, organized, and ready when you need them. From birth certificates and marriage licenses to life insurance policies and health coverage details, our platform ensures that all your important records are securely stored and easily accessible. Share access with trusted individuals, so your loved ones have everything they need when it matters most. With everything in one place, you can have peace of mind knowing that your personal history and essential protections are well taken care of. Your important documents are protected and at your fingertips.
Your Personal & Insurance Documents:
Secure and Organized
Keep your most valuable personal and insurance documents safe, organized, and ready when you need them. From birth certificates and marriage licenses to life insurance policies and health coverage details, our platform ensures that all your important records are securely stored and easily accessible. Share access with trusted individuals, so your loved ones have everything they need when it matters most. With everything in one place, you can have peace of mind knowing that your personal history and essential protections are well taken care of. Your important documents are protected and at your fingertips.
Cherished Legacy Creation:
Preserve Your Story for Generations
We’re excited to announce the upcoming Cherished Legacy Creation tools, designed to help you leave a lasting impact on your loved ones. Soon, you’ll be able to create heartfelt video and text messages, as well as beautiful memory collages, allowing you to share your wisdom, love, and stories in a deeply personal way. These features will enable you to craft a legacy that will inspire and comfort your family for generations. Stay tuned for these powerful tools to preserve your story.
Cherished Legacy Creation:
Preserve Your Story for Generations
We’re excited to announce the upcoming Cherished Legacy Creation tools, designed to help you leave a lasting impact on your loved ones. Soon, you’ll be able to create heartfelt video and text messages, as well as beautiful memory collages, allowing you to share your wisdom, love, and stories in a deeply personal way. These features will enable you to craft a legacy that will inspire and comfort your family for generations. Stay tuned for these powerful tools to preserve your story.
Final Wishes:
Ensure Your Legacy Is Honored
We’re currently developing new features to help you document your final wishes with ease. Soon, you’ll be able to plan every detail, from funeral arrangements to animal care and digital legacy instructions, all in one secure place. These tools will ensure that your loved ones have clear guidance on how to honor your requests, giving you peace of mind that your final wishes will be respected and fulfilled. Keep an eye out for these important updates to our platform.
Final Wishes:
Ensure Your Legacy Is Honored
We’re currently developing new features to help you document your final wishes with ease. Soon, you’ll be able to plan every detail, from funeral arrangements to animal care and digital legacy instructions, all in one secure place. These tools will ensure that your loved ones have clear guidance on how to honor your requests, giving you peace of mind that your final wishes will be respected and fulfilled. Keep an eye out for these important updates to our platform.
How does Estate.Studio work?
Your all-in-one estate planning software
Simplifying Your
Estate Planning Journey
Estate.Studio takes care of the details
Complete Your Profile
Provide us with basic information about your assets, beneficiaries, and wishes. Our intuitive system makes it quick and pain-free.
Get Your RateMyEstate® Report
Receive a comprehensive analysis of your estate. Your report highlights strengths and areas that need attention, ensuring you know exactly what to do next.
Securely Share and Collaborate
Invite family members, legal advisors, and other trusted contacts to view and contribute to your estate plan. Our secure portal keeps everyone on the same page.
Got A Question?
Estate.Studio is an estate planning software that simplifies estate planning by helping you organize and securely store your estate documents. It guides you through collecting essential information and allows for easy sharing with trusted contacts and professionals.
No, Estate.Studio is not a law firm and does not provide legal advice. It facilitates estate planning by providing tools and resources to organize your information. For legal advice, it is recommended to consult with a qualified attorney.
You can store various legal and vital documents, including wills, trusts, powers of attorney, insurance policies, and other important estate planning documents.
Estate.Studio uses advanced security measures, including end-to-end encryption, to ensure your documents are securely stored and protected from unauthorized access.
Yes, Estate.Studio offers free access to its platform, allowing you to manage and store your estate planning documents without any cost.
To begin, you simply need to complete the RateMyEstate Assessment on the platform, which provides an objective view of your estate and recommended steps to protect your loved ones.