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Which documents and tasks does it help me track?

We highlight core items most people need: a last will and testament, a living will (advance health care directive), beneficiary designations, and a digital assets plan, each with a checkbox so you can mark them done.

How optimized is your portfolio?

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