Outside-the-will awareness
Retirement, insurance, payable-on-death, transfer-on-death, and joint-title records may require separate review.
Metadata-only alignment
Compare beneficiary designations and ownership records with the intended estate plan.
Organize user-entered asset type, title, beneficiary, transfer-term, and governing-record metadata for professional review.
Source documents matter
Use current statements, policies, deeds, and beneficiary confirmations—not memory alone.
No ownership determination
The organizer never establishes ownership, beneficiary rights, probate treatment, or tax results.