The estate map and family tree
See who owns what across trusts, entities and accounts, built from your signed documents.
Estate Planning in the sidebar holds the family tree, wills, trusts and powers of attorney, entities and trusts, and the people and advisors around them.
The estate map fills itself in from your documents. Upload trusts, wills, entity papers and other estate documents in Documents; your chief of staff reads them and draws who owns what. Signed documents are picked out from drafts, and older versions superseded by a newer copy are not used.
Click a person, trust, entity or account on the map to see terms, amounts, the documents behind them and what's still missing, including when a person can receive money.
If the map is empty, none of your current documents is a trust, will, entity or estate document yet.
Where to find it: Family tree · Estate map
Still stuck? Ask your chief of staff in the Help chat, or send us a message.