Why Estate Planning Matters
Planning your legacy is a wise choice, regardless of wealth or health. It’s about bringing peace of mind to you and your loved ones.
“Only put off until tomorrow what you are willing to die having left undone.”
Simplify Your Estate Planning
Create your estate plan with ease, even if it’s your first time. PortfolioPilot can guide you through the basics:
Chosen Executor
Appoint a reliable person to execute your will.
Designated Beneficiaries
Update beneficiary designations on accounts like life insurance, retirement plans, and bank accounts.
Last will and Testament
Ensure you have a legally binding will in place.
Advance Healthcare Directive
Document your wishes for medical treatment in case you become incapacitated.
Digital Assets Plan
Make provisions for your digital assets, such as online accounts and digital files.
Selected Guardian for Minor Children
Name a guardian for your minor children in case of your untimely death.
Monitor Your Financial Future
You need more than a checklist. PortfolioPilot offers retirement simulations and analysis, including historical and projected performance and downturn scenarios, to keep you informed about what to expect and how to protect and grow your finances.
Why Is Our Estate Planning Completely Free?
Our company makes money from our personal AI financial advisor. You can use our tool for free, with no credit card required, and we hope that at some point you’ll try our premium tiers and take advantage of our personalized financial advice. It’s a business model that works for us, and allows us to offer high-quality portfolio assessments, estate planning guide tools, and more, empowering users to build a legacy that endures.
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Explore More of PortfolioPilot’s Features
One platform, so much to offer – explore everything we offer to make your financial journey simpler and more effective:
Frequently asked questions
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