Estate Flow · Single Source of Truth

Beneficiary Coverage Map

The clearest possible picture of who actually inherits what. We map every account, policy, will, and trust — then automatically flag conflicts so nothing slips through probate or pays the wrong person.

Auto conflict detection Statement-verified Shared with your team

Accounts mapped

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With primary beneficiary

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Add your first asset

Conflicts flagged

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All clear

Statement-verified

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Cross-checked against your Vault

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Connected across your Hub

Updates here flow into the rest of your plan

Every change you make on this page automatically updates your Strategy Maps, alerts your linked professionals, and gets cross-checked against documents in The Vault.

The Vault

Upload statements & policies — we verify designations match what you've mapped here.

Discovery

Conflicts surface as recommendations your advisor can resolve in the next review.

Your Team

Your estate attorney sees flagged gaps the moment you save them — no email needed.