Free browser-local organizer

Check names and roles across estate-plan documents

Paste one entry per line using Name | Role. The checker flags text differences and shows exact source lines so you can prepare questions—not legal conclusions.

Privacy: Pasted source text stays in this page and is not uploaded or saved. Saving keeps only the compact result. Avoid Social Security numbers, account numbers, passwords, or other unnecessary sensitive data.

How to use the flags

  • Confirm whether spelling differences refer to the same person.
  • Ask whether different people are intentionally assigned the same type of role in different documents.
  • Review names appearing in only one document and unresolved placeholders.
  • Bring the downloaded result and source documents to a qualified professional when legal review is appropriate.

Limits: This tool does not determine whether documents are complete, valid, current, coordinated, funded, signed, witnessed, notarized, revoked, or legally effective.

Professional preparation

Combine your saved work into one handoff packet

Bring compact results, goals, questions, and service preferences together before contacting a professional. Nothing is submitted automatically.

Prepare a Handoff Packet