Free browser-local organizer

Build a practical packet for your next estate or probate conversation.

Turn scattered notes into one organized, editable packet covering goals, people, property categories, available documents, stated dates, and questions.

Use copies and limited details: do not enter full Social Security numbers, complete account numbers, passwords, medical records, or original documents. Nothing is sent from this tool.

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Your preparation packet

Status: organizational self-help only. The packet is not filed, submitted, reviewed, or shared. Confirm legal conclusions, deadlines, forms, signatures, fees, and next steps independently.

Free preparation tools

Compare text, check consistency, and build one organized packet.

Compare two versions

See added and removed lines with exact source-line references and changed date or amount signals.

Compare documents
Check names and roles

Review name and role labels across a will, trust, powers of attorney, health-care directive, and beneficiary-designation notes.

Check consistency
Build a preparation packet

Organize goals, people, assets, documents, stated dates, professional questions, and comparison notes.

Build packet
Keep control of your data

These tools work in this browser. Nothing is uploaded, filed, legally evaluated, or sent.

Review device data

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