EZ Estate

La planification successorale simplifiée. Documents, factures, informations financières et plans funéraires.

Estate planning, wills & trusts, funeral planning, and bill organization in one place. EZ Estate is the simplest way to prepare your final affairs. Record complete information and instructions for your family after your death.

Someday, the sun is going to set for all of us.

Does anyone know where you keep all your important documents? Your life insurance, your will, your payment booklets, your passwords, your retirement papers. What happens to your money and everything you own after you pass? Who knows what bill to pay?

In over 80% of all families, one person is responsible for managing all the finances and paying all the bills. What happens when this person passes? Again, who knows what bills are due, how much, when to pay?

Estate planning can be stressful with juggling all your documents: your retirement benefits, your bills, and payments, both on paper and by computer. Using EZ Estate, you can easily log and share your financial information, and make sure your family knows how to find every important document.

What plan do you want followed for your funeral? Do you have any special requests? EZ Estate lets you plan every detail you desire.

Every person has specific assets they want to leave to specific people. Your will is usually very general, saying things like ‘leave everything to my family’. EZ Estate allows you to designate certain family members and friends to leave personal bequests. This prevents family arguments about who gets various personal assets.

EZ Estate Features:

Financial Records

● Document all financial records of your family

● Print all documentation quickly from the app

Important Legal Documents

● Will, living will, Power of Attorney

● Life, medical, and automobile insurance policies

● Retirement funds with names and addresses of all manager contacts

● Document every debt owed and debts owed to you

● All business finances, including accounts receivables, contracts, partnership, and corporate documents

● All rental properties

Location of Documents

● Record where important family documents are kept. This includes military papers, retirement financial information, and birth, marriage, and divorce papers

● Save your family from searching through cabinets, files, and boxes to find missing documents. Location of all Passwords.

Bequest Assets

● Who gets your jewelry?

● Stop family from fighting over assets

● Bequest specific assets to certain heirs

Funeral & Burial Planning

● Preplan all or any segment of your funeral and burial

● Record your specific requests about your funeral and funeral services

Security Protection

● Secure your data with your unique passcode

● Time sensitive passcode entry is required for access to any financial information to ensure your information is safe

Take some time today to prepare your family for your passing. EZ Estate gives you peace of mind to know that everything will be taken care of and nothing will be left to chance.