Free browser-local preparation

Map fiduciaries, responsibilities, sources and open questions.

Organize executors, administrators, trustees, agents, health-care agents, guardians, conservators, beneficiaries, successors and other user-labeled roles without deciding authority or legal effect.

Inventory DocumentsPrepare Handoff

Enter one role per line

Use: role | person or organization | source/document | user-entered status | successor/backup | question/follow-up.

Nothing has been uploaded, appointed, verified or sent.

User-reviewed continuity

Review exported JSON before merging

Paste or choose a JSON export from this tool. Estate Law Aid classifies safe additions, exact duplicates, and possible conflicts. Nothing changes until you choose Append Safe Additions.

No automatic overwrite. Potential conflicts remain for your review and are not merged.

Important limits

  • All roles, people, sources and status labels are user-entered organizational facts.
  • The map does not determine appointment, authority, acceptance, capacity, priority, conflict, removal, succession or legal effect.
  • Multiple people under one role may be intentional co-fiduciaries; the signal is a review prompt, not a conflict finding.
  • Compact saving retains counts only. Names, source labels and questions stay in the page unless you download them.