Your legacy,
thoughtfully organized
Document your estate in minutes with our quick-add tool, download a PDF to keep with you, and give your loved ones peace of mind. Completely free.
Get notified when we launch
See how it works
Whether you're planning ahead or helping settle an estate, everything stays organized and accessible.
Estate Overview
12 items documented
Estate Documentation
Track your progress documenting your estate
Categories
Financial Accounts
Debts & Loans
Recurring Expenses
Digital Assets
Important Documents
Valuables & Property
Document your accounts, debts, expenses, and important papers in one place
Free to document. Free to download.
Get your estate documented in minutes with quick-add, then download a PDF to keep with you
Quick-add your estate
Use our quick-add tool to rapidly document accounts, debts, and important info. Start with one item and build over time.
Download your PDF
Export a complete PDF of your estate for free. Print it, store it in your safe, or give a copy to someone you trust.
Rest easy
Your loved ones will know exactly what exists and where to find it. No searching, no guessing.
The reality
Without a plan, your family is left searching
When a loved one passes, families spend an average of 500+ hours searching for accounts, tracking down paperwork, and figuring out what bills need to be paid.
Bank accounts go unclaimed. Subscriptions keep charging. Insurance policies are never found. Digital accounts with precious photos are locked forever.
It doesn't have to be this way.
With EstateBase
Everything documented, everyone prepared
- All accounts in one secure place
- Your family knows where to look
- Progress tracking for settling estates
- Export anytime for offline backup
Better than a spreadsheet
Sure, you could use a spreadsheet. But will your family find it?
- ✗Buried in your files - hard to find
- ✗No way to share securely
- ✗Easy to forget to update
- ✗No progress tracking for executors
- ✗Password-protected = locked out
EstateBase- ✓Dedicated app - your family knows where to look
- ✓Invite family members with controlled access
- ✓Activity tracking shows when you last updated
- ✓Settlement progress for each item
- ✓Family members have their own secure login
Everything you need, all free
Document every category of your estate and download a PDF - no credit card, no catches
Financial Accounts
Bank accounts, investments, retirement funds, crypto. Know exactly where every dollar lives.
Important Documents
Wills, insurance, deeds, titles. Record where they're stored so nothing gets lost.
Digital Life
Email, social media, subscriptions. The accounts your family wouldn't think to look for.
Family Access
Invite family members or your executor. They see only what you share, when they need it.
Export Anytime
Download a PDF summary to keep in your safe. Works even if you cancel your account.
Private & Secure
Your data is encrypted. We can't see it. Two-factor authentication keeps it safe.
A gift to those you love
You buy insurance hoping you'll never need it. Estate planning is the same - it's not about you, it's about making the hardest time in your family's life just a little bit easier.
Start with one account. Quick-add makes it easy. Download your PDF and you're covered - all for free.
Common questions
Is my information secure?
Yes. Your data is encrypted and we use industry-standard security practices. We support two-factor authentication, and your family members have their own separate logins - you never have to share your password.
What if I stop using EstateBase?
You can export all your data as a PDF anytime. We recommend keeping a printed copy in your safe as a backup. Your data belongs to you.
How do I share access with family?
Invite family members by email. They create their own account and can view (and optionally edit) your estate information. You control their permission level and can revoke access anytime.
Do I need to add everything at once?
No. Start with one account - your primary bank, for example. Add more over time as you think of them. The progress tracker helps you see what categories still need attention.
Is EstateBase free?
EstateBase will always have a free plan. Sign up above to be notified when we launch.
Be the first to know
We're launching soon. Sign up to get early access.