Assets spread everywhere
Three brokerages, two old 401(k)s, a policy from 1998. The full list is in no one's head.
An inventory your attorney and your family can use.
A personal financial statement for estate planning is a complete list of what you own and what you owe, with where each item is held. Your attorney drafts around it, and your executor will one day work from it. After decades of accounts opened and forgotten, building it is the first real step in the plan.
7 days free. No credit card.
Why the plan
starts with a list.
Beneficiary designations, trusts, and wills all depend on knowing what exists.
Heirs cannot find what they do not know about
Unclaimed accounts are the ones no one wrote down. The list is what your family will search from.
Your attorney bills by the hour
Arriving with a complete inventory shortens the drafting and the invoice.
Everything you own,
with where it lives.
Sync what can be synced, add the rest by hand, and note where each item is held.
Accounts that sync
Bank, brokerage, and retirement balances pull read-only through Plaid. Old accounts you cannot connect get entered once.
Every asset type
Real estate, life insurance with cash value, business interests, notes receivable, collectibles, precious metals, memberships. Each has its own line.
Share with your attorney
Send a link to the PDF for drafting. Revoke it when the work is done.
Reminders to review
On Pro, set a review date and get an email before it. Roll the statement forward each year and the inventory stays current.
What's
included.
Items marked Pro or Pro Plus need that plan. The free trial covers one connected bank, one statement, and one watermarked export.
- Each account with institution and balance
- Life insurance with cash value and notes
- Real estate with value, mortgage, and title holder
- Business interests and notes receivable
- Notes on individual items for location and instructions
- PDF export and expiring share links
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Common questions.
Still have a question?
Get in touch
Do I need a financial statement to make a will?
No law requires it. An attorney drafting from a complete inventory writes a better will and trust, and an executor working from one finds everything. It is the document the rest of the plan rests on.
How do I list life insurance?
For estate purposes, note the death benefit in the item's notes and list the policy at its cash surrender value on the statement, which is what a net worth figure uses. Your attorney will want both numbers.
Should I include my business?
Yes, at your estimated share value, with the method noted. Succession planning depends on it.
How often should I update it?
Once a year, and after any large event: a sale, an inheritance, a marriage or divorce. Set the annual date as a deadline and the app will remind you.
Can my financial advisor see it?
Send them a link to the PDF. The link expires when you choose, and you can see when it was opened.
Start your statement.
Free for 7 days. No credit card.