Free browser-local preparation

Organize asset ownership, trust and beneficiary questions.

Record ownership or title as you understand it, the document or institution source, a user-entered status and follow-ups. The organizer does not tell you to transfer, retitle or change a beneficiary.

Inventory DocumentsReview Life ChangesPrepare Handoff

Enter one asset per line

Use: asset | ownership/title as entered | trust or beneficiary question | source | user-entered status | follow-up.

Nothing has been transferred, submitted 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

  • Ownership, title, status and beneficiary notes are user-entered and not verified.
  • The organizer does not instruct a transfer, trust funding, retitling or beneficiary change.
  • It does not determine tax consequences, legal sufficiency, probate treatment or whether an institution will accept a request.
  • Compact saving retains counts only; asset and source details stay in the page unless you download them.