Estate
Paperwork desk — legal, property, and tax lanes
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Estate
In preview
Estate is in preview. You can see how it works.
The health of your plan, at a glance
Overview shows the funding line of your trust and points you to Legal, Fund or Tax.
Every asset titled into the plan
Fund tracks each asset class into the trust. Tax gets the packet ready for your preparer.
What it never does
It isn't legal advice and it isn't a password manager. It doesn't file with a court or e-file. Reminders you save "Nothing was filed, and nothing went out."