Start with the essentials

Build a useful estate plan one decision at a time.

You do not need every answer on day one. The guided setup remembers your progress, shows what is already ready and takes you to the next unfinished task.

Read the planning guide
Start with 15–20 minutes. Add the largest assets and the most important people first, then return whenever you have more information.
1
Confirm personal and marital details

Identity, spouse and matrimonial-property information affect ownership, reporting and estate calculations.

2
Capture assets and debts

Start with property, accounts, investments, policies, vehicles, business interests, bonds and loans.

3
Plan for people

Add dependants, guardians, beneficiaries, specific gifts, substitutes and residue percentages.

4
Check documents

See what your family or executor could find and keep important signed originals safely.

5
Review and prepare

Refresh estimates, resolve warnings, create a family briefing and ask a qualified professional to review the plan.

What you will need: basic personal and marital details, rough current values for major assets and debts, the names of important family members or beneficiaries, and knowledge of where key original documents are kept.