Texas Family Estate Planner

Calm, saved progress for a private family plan

Estate dashboard

The next useful step is small.

This dashboard updates from the saved draft in this browser. Backend accounts and shared workspaces come after the first flow feels right.

Overall progress

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Emergency clarity

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Important people

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Decision-makers

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Assets

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Gifts

0%

Medical choices

0%

Execution

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Browser draft

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Account sync

Ready

Plan owner

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Emergency clarity, important people, and decision-makers now save as real draft data. The remaining MVP modules are document generation, secure vault, and attorney handoff.

Owner confirmation: still needed before treating these as the owner's wishes