Peace of mind for your family.

Estate Pilot allows you to organize and share your estate, either in its entirety or in part, with your loved ones and trusted advisors. Anyone who has lived through a family tragedy knows the stress and confusion that comes with trying to figure out someone else’s financial and personal affairs once they are gone. Estate Pilot’s intuitive, safe, and customizable portal ensures that your family is ready if anything happens. Your account is free to set up, will permit you to work seamlessly with a lawyer and financial advisor for any future planning, and gives you the flexibility to share as much or as little as you wish with those you trust.

  • Every document, questionnaire, and account number added to Estate Pilot is end-to-end encrypted, so that your most sensitive data remains completely secure. This means that neither Estate Pilot nor Amazon AWS (our database provider) is able to access this content. We also put in place a variety of safeguards, like 2-factor login authentication, to minimize the risk of hacking or phishing.

  • While some wealthy families have a team of lawyers to organize and oversee their estates, most people don’t have this luxury. Estate Pilot makes it easy to manage on your own. In the event that you do consult an attorney or financial advisor, use Estate Pilot in coordination with a professional to get the best advice for you and your family.

  • While Estate Pilot makes it easy to organize your estate, and share it with loved ones as well as advisors, many of our users use their accounts to organize and create a record of belongings that don’t qualify as “assets” but have importance within their families and to their legacy. Maximize the utility of Estate Pilot by creating a complete picture for family, friends, and those who matter to you.