Make sure your loved ones have access to your most important information when you’re not around to tell them where to look. In just minutes, Estate Map helps you create a comprehensive map of your assets, advisors, information, plans, and wishes.
Print it. Save it. Share it. It’s the best gift you can leave your loved ones.
Designed as a simple intake interview questionnaire, Estate Map quickly and easily gathers those pieces of information that are most important for loved ones to have, but most easily forgotten in the estate planning process. In just a matter of minutes, you’ll have prepared a comprehensive map of your most important estate information, which you can then download to your own computer. Keep a copy with your most important documents. Send a copy to an advisor or loved ones. Or leave instructions on how to access it once you’re gone.