Estate Planner & Organizer by Milestone Planning Co., shown on a laptop and phone

Estate Planner & Organizer | Digital Estate Planning App

$34.95 $44.95
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Estate Planner & Organizer by Milestone Planning Co., shown on a laptop and phone
  • Estate Planner & Organizer by Milestone Planning Co., shown on a laptop and phone
  • Demo video of the Estate Planner & Organizer app on a laptop
  • Estimated taxes at death page showing where the tax comes from, in the Estate Planner app
  • Insurance check page showing whether money available at death covers taxes and costs
  • First and second death comparison for couples in the Estate Planner app
  • What you own page listing homes, investments and retirement accounts with their values
  • Property abroad page estimating taxes and costs in other countries
  • Probate and estate costs estimate in the Estate Planner app
  • Will, funeral wishes and letters pages in the Estate Planner app
  • Executor checklist with step-by-step tasks for the first days and weeks
  • Estate Planner works on phone, tablet and computer
  • What's included in the Estate Planner & Organizer: estate, taxes, documents, wishes and executor pages
  • How the Estate Planner works: buy, get your access code by email, start planning
  • Estate Planner & Organizer by Milestone Planning Co., shown on a laptop and phone
  • Demo video of the Estate Planner & Organizer app on a laptop
  • Estimated taxes at death page showing where the tax comes from, in the Estate Planner app
  • Insurance check page showing whether money available at death covers taxes and costs
  • First and second death comparison for couples in the Estate Planner app
  • What you own page listing homes, investments and retirement accounts with their values
  • Property abroad page estimating taxes and costs in other countries
  • Probate and estate costs estimate in the Estate Planner app
  • Will, funeral wishes and letters pages in the Estate Planner app
  • Executor checklist with step-by-step tasks for the first days and weeks
  • Estate Planner works on phone, tablet and computer
  • What's included in the Estate Planner & Organizer: estate, taxes, documents, wishes and executor pages
  • How the Estate Planner works: buy, get your access code by email, start planning
Estate Planner & Organizer | Digital Estate Planning App

Estate Planner & Organizer | Digital Estate Planning App

$34.95 $44.95

Your estate, organized for the people you love.

The Milestone Estate Planner & Organizer brings together what you own, who it goes to and where everything is kept, so your executor isn’t left hunting for papers and your family isn’t surprised by the bill.

From your home, accounts and property abroad to your will, beneficiaries, life insurance and final wishes, your planner gives you a clear picture of your estate and an estimate of the taxes and costs your family would face.

Designed to make things easier for your executor and your family.

✓ List what you own and owe, including property in other countries
✓ See an estimate of the taxes, probate and costs at death, item by item, in plain language
✓ Covers Canada (by province), the U.S. (federal and state), the U.K., Ireland, France, Spain, Italy, Portugal, Greece, Germany, Jamaica, Trinidad and Tobago, Guyana, Barbados and the Bahamas
✓ For couples, see what happens at the first death and at the second
✓ Use the insurance check to see whether the money on hand would cover the bill, or whether something might have to be sold
✓ Check the beneficiaries on every account and policy, with common problems flagged
✓ Learn ways to reduce taxes and probate, with questions to take to your lawyer or accountant
✓ Keep track of your will, powers of attorney, trusts and guardians
✓ Record your executor, key contacts, family, funeral wishes and letters to loved ones
✓ Organize your digital life, household bills and where every document is kept
✓ Give your executor a checklist and a summary to print or share
✓ Follow a step-by-step roadmap and a simple yearly review
✓ Plan on your own or as a couple, with a sample plan and larger-text option
✓ Works on your phone, tablet or computer — no app download required

Private by design. Your information stays on your own device.

Plan ahead with greater clarity and peace of mind.

Planning for retirement too? Get the Next Chapter Bundle (Retirement + Budget & Financial + Estate Planner) and save 29%.

This planner is an organizational tool and does not provide legal, tax or financial advice. Tax and cost estimates are based on the information you enter and the rules in place when it was last updated.

Pay once. No subscription to cancel.

This is a digital product. Nothing will be shipped.

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