Estate Organizer: Your Digital Death Book
A will says who gets what. The Estate Organizer records what there actually is — so the people you leave behind can find it. It is included in your Vault, beside your will.
Nine plain categories
Bank & cash, investments & retirement, property, vehicles & valuables, business interests, insurance, digital assets, subscriptions, and debts & liabilities.
You choose who sees what
Set each record to your executor after death, the people you share with now, or only you.
The people who matter
Name executors, beneficiaries, guardians, professionals and trusted contacts, and link them to the records they will need.
Notes for your executor
Add the institution, the account or reference number, a contact person and a note — and mark what is jointly held, has a named beneficiary or passes outside your will.
Your net worth, from the same records
The planning tools in your Vault build your net worth from what you record here, so nothing is entered twice.
What the Estate Organizer holds
- Bank & Cash — chequing, savings, term deposits.
- Investments & Retirement — brokerage, RRSP/401k, pensions.
- Property — homes, land, rentals.
- Vehicles & Valuables — vehicles, jewellery, collections.
- Business Interests — companies, partnerships, shares.
- Insurance — life, home, auto policies.
- Digital Assets — email, crypto, domains, photos.
- Subscriptions — services your executor should cancel.
- Debts & Liabilities — mortgages, loans, cards.
- In your Vault it is called the Estate Admin Hub. Where your family will find your will depends on where you live — see your province or state below.
Frequently asked questions
What is an estate organizer?
A digital death book: one organized record of your accounts, property, insurance, digital assets, subscriptions and debts, with notes for your executor. In your Vault it is called the Estate Admin Hub.
Does an estate organizer replace my will?
No. It is a record for your executor and family. It does not decide who inherits — your will does that.
Who can see what I record?
You choose for each record: your executor after death, the people you share with now, or only you.
What does the Estate Organizer cost?
It is included in your Vault. Your will is free.
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Your will is free, and your Vault keeps the Estate Organizer and the planning tools beside it.
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