Your Estate Plan Is Only the Beginning.
SafeEstate helps you do three important things after your estate plan is signed:
Get organized. Keep your plan current. Prepare your family.
For $43/month, you get a simple system to help you take care of the plan you already created.
What Is SafeEstate?
Watch this short video for a simple overview of how SafeEstate works and why it matters after your estate plan is signed.
Organized. Current. Prepared.
Organized
Keep your estate documents and important family information together so the right people can find what they need.
Current
Review your estate plan every three years and check that your assets and access still match your wishes.
Prepared
Give your family instructions, tools, and a clear place to start when they eventually need your plan.
Get Organized in Small, Simple Steps.
You do not have to organize your entire life at once. We guide you through one topic each week for about 10 weeks.
We tell you what to work on next.
Simple email prompts help turn “I need to get organized someday” into a finished Life Organizer your family can actually use.
Ten weeks. One clear next step each week.
See the Full MembershipFour Parts. One Membership.
Everything in SafeEstate is designed to help you care for your estate plan after it is signed.
Organization
Secure document storage plus the 10-week SafeEstate Life Organizer.
Education & Tools
Videos, trainings, Boot Camps, forms, and practical planning resources.
3-Year Estate Plan Review
Review your plan, who has access, and whether your assets are still aligned.
Family & Estate Administration
Communication tools, accounting resources, general instructions, and 20 steps to take after someone dies.
Make a Hard Day Easier for Your Family.
Your family may still be grieving. SafeEstate helps make sure they are not also starting from zero.
Family #1
- They do not know where everything is.
- They are searching through files and accounts.
- They are unsure what to do first.
- Everyone has a different idea of what comes next.
Family #2
- They know where to start.
- Important information is organized.
- They have instructions and practical tools.
- They can focus on family instead of searching for answers.
SafeEstate Is $43 a Month.
No levels to compare. The core SafeEstate system is included in one membership.
- Document storage + Life Organizer
- Videos, trainings, forms & tools
- Estate Plan Review every 3 years
- Family & estate administration resources
Your estate plan is done. SafeEstate helps you take care of what comes next.
Need More for Your Family?
These packages are available separately when they apply to your family.
Special Needs Package
Extra tools and education for families caring for a loved one with special needs.
Minor Child Package
Extra tools and resources for parents of minor children.
Money-Back
Guarantee
30-Day Money-Back Guarantee
If you join SafeEstate and decide within your first 30 days that it is not right for you, let us know and we will refund your first month’s membership fee.
No pressure. We want you to stay because SafeEstate is useful to your family.
Frequently Asked Questions
I already have an estate plan. Why do I need SafeEstate?
Your estate plan is the legal foundation. SafeEstate helps you organize the information around it, review it over time, and prepare your family to use it.
What happens during the 3-year Estate Plan Review?
We look at whether your plan still fits your life, whether the right people have access, and whether your assets are still aligned with your plan. If additional legal work is needed, we will discuss that separately.
What happens after the 10-week Life Organizer?
You keep your SafeEstate membership and continue to have access to your storage, education, tools, family resources, and future 3-year reviews. You can update your organizer as life changes.
Are the Special Needs and Minor Child Packages included?
No. They are optional add-ons for families who need those extra resources.
Keep It Organized.
Keep It Current.
Prepare Your Family.
SafeEstate gives you a simple way to take care of what comes next.
SafeEstate provides organizational tools, educational resources, and the services specifically described in the membership. Educational materials are general information and are not a substitute for individualized legal advice.