How It Works

EstatePlot makes legacy planning simple, guided, and secure. Create your plan in minutes and protect what matters most.

Create Your Account

Sign up securely and create
your EstatePlot account in
minutes.

1

Answer Simple Questions

We'll guide you step-by-step
to collect your details, assets,
wishes, and preferences.

2

Build Your Legacy Plan

We organize your information
into a clear, legally sound
plan.

3

Add Executors & Beneficiaries

Choose trusted people and
assign roles to protect your
legacy.

6

Review & Finalize

Review your plan,
make changes, and complete with
confidence.

5

Store & Share Securely

We securely store your plan
and help you share it with
the right people.

4

Review & Finalize

Review your plan,
make changes, and complete with
confidence.

5

Add Executors & Beneficiaries

Choose trusted people and
assign roles to protect your
legacy.

6

Secure & Private

Your data is encrypted and never shared without consent.

Legally Aware

Our templates follow best practices and legal standards.

Quick & Easy

Most users complete their plan in under 30 minutes.

Here to Help

Our support team is here whenever you need us.