estate planning circle

You just hit a milestone — a baby, a house, a wedding, a shift in your finances, a new job. You know you should probably get things organized, but you need somewhere to start.

You and your spouse have a kid (or a few). You know you need to figure out a plan for if something were to happen to you. Maybe you’ve asked a friend or relative to be a guardian, maybe you’ve been delaying the conversation. Maybe you have a will, but maybe it’s been on your neverending to do list, along with figuring out if you need a trust. It feels complicated and like a lot of work, so you keep kicking the can down the road.

You know that if something happened to you tomorrow, your partner wouldn't even know where to find the mortgage, let know which bank account should be paying it out. And if they were to go first? You wouldn’t know where their 401k’s are, or how to transfer all the utilities over to you.

Your parents' health is starting to shift, and you’re looking down the road realizing you’re going to have to navigate a huge mess unless you help them get things in order now. And all of this is making you realize you should probably get your own affairs organized, because you wouldn’t want someone else to be put in this same position.

You and your partner aren't married, which means that without documentation, the law doesn't necessarily recognize them. They could be locked out of accounts, left out of decisions, and have zero legal standing when it matters most.

Your pets are family. But without a pet trust, there's no legal guarantee they're taken care of the way you'd want. You didn’t even know a pet trust was a thing, let alone how to set one up. You’ve just been assuming that your friend who always pet-sits for you would get to keep your pup should something happen.

You're doing life on your own terms, without family support. The person the courts would consider “next-of-kin” might not be the person you’d want making health, financial, or other important decisions in your name if things were to go sideways. But without documentation, the power would default to family members who might not know you, get you, or respect what you'd actually want.

You wouldn’t consider yourself as someone with a lot of assets, or an ‘estate.’ But you do have some bank accounts, a car, a sprawling digital life, objects, words you’ve written, things you’ve created that you care about — all of which matter to you, and have value. And, you wouldn’t want the person you love, who’s been left behind, to get buried under an avalanche of admin were you to pass away.

Most people don't complete their estate plan because they haven't figured out what they want. We help you clarify your values and make the decisions behind the documents — before you ever talk to a lawyer.

We help you organize the full picture — accounts, passwords, subscriptions, household systems — so that whoever is left behind has a map and a plan — an understanding of what exists, where it lives, and what they need to do.

An attorney covers the legal layer. We cover everything underneath it: the decisions behind the documents, and a life admin map your executor can actually follow when the time comes.

Every person in your cohort is staring down the same list: guardians, end-of-life wishes, a digital life spread across dozens of accounts. You're not doing it alone — not because you can't, but because hard things are even more difficult in isolation.

You can't plan what you don't know you have. We start with what estate planning actually is — and why it matters right now, at this stage of your life. Then you'll build a complete picture of your financial accounts, property, insurance, and digital life using the Aftermap Tracker. By Week 2, you'll know exactly what you have and where it all lives.

Most people have vague ideas about what they'd want. Few have actually sat with the hard questions long enough to know. You'll do the real values work here — what quality of life means to you, what you'd want if you couldn't speak for yourself, what happens to your body, and how you want to be remembered. By Week 4, the people who love you won't have to guess.

Who do you trust to show up when everything falls apart? Most people have someone in mind — but that person often has no idea what they'd actually be walking into. You'll work through each critical role — executor, healthcare proxy, financial power of attorney, trustee, guardian — and think through the real choice, not just fill in a name. Then you'll make beneficiary decisions for every account — and learn how to actually loop in the people you're counting on.

A plan that lives in a drawer helps no one. These final weeks are about making sure everything you've built is complete, organized, and ready — a living digital system you'll actually use to manage your life, and that the people who need it can access when it matters. You'll leave knowing exactly where everything lives. So will they.

With every decision already made and every detail already organized, executing your legal documents takes hours — not months. Use our referral to Trust & Will, or bring your completed Aftermap Tracker to an attorney of your choice — either way, you're not paying anyone to walk you through decisions you've already made. The part people pay thousands for is easy when you've already done the real work.