Disclosure: PortfolioPilot is a technology product of Global Predictions Inc, a Registered Investment Advisor. You must subscribe to receive personalized investment advice.
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Can I document my executor and key contacts in PortfolioPilot?

Yes, the Estate Planning checklist prompts you to pick an executor and track it alongside core items like your will and beneficiary updates, so the essentials live in one place. You can pair this with a digital assets plan to leave clear access instructions for online accounts and files.

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PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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1: As of February 20, 2025