Help clients leave organized information, not just documents.
A will answers important legal questions. Families also need practical answers: what exists, where records are kept, which providers to contact, how digital assets should be handled and what needs attention first.
Useful alongside professional advice
AstruLegacy is intentionally an organizer—not a legal service, will, executor or password manager. That makes its role easy to explain alongside the professional services clients already use.
A practical conversation starter for clients
Use the free assessment or checklist to expose gaps, then let the client organize the underlying information privately in AstruLegacy.
Assess
Give clients a quick way to see which practical continuity areas are incomplete.
Organize
Clients record their own references, locations and instructions in a structured place.
Review
Scheduled review reminderss help keep the practical information aligned with changing circumstances.
Interested in future adviser features?
Join the AstruLegacy update list. The current product remains an individual organizer; this does not promise an adviser dashboard that does not yet exist.