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 account draft. Use the workspace area to track helpers, attorneys, and trusted contacts without making plan contents public by default.
Overall progress
0%
Emergency clarity
0%
Important people
0%
Decision-makers
0%
Assets
0%
Gifts
0%
Medical choices
0%
Execution
0%
Browser draft
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Account sync
Ready
Plan owner
Name not entered yet
Drafts, generated document versions, vault metadata, and workspace roles now save to the account. The remaining hardening work is deeper permissions, attorney workflow, and production security review.
Owner confirmation: your role can help gather facts, but cannot record private owner confirmation