Member / Dashboard

Good afternoon, Amelia.

Here's what's in your account — wills, powers of attorney and legal documents in the making.

New document
0 Completed Documents 12.4% vs last year
0 Drafts in Progress 1 new this month
0 Awaiting Review needs action review your draft
0 People Protected 3 beneficiaries
0 Days to Annual Review on track review due Dec 14
Estate plan coverage 86%
  • Core documents 4 Done
  • Healthcare directives 1 Draft
  • Letter to executor 1 Pending
  • Guardian nomination 0 Next
Your estate bundle recommends 10 documents — 8 are ready for signing.
Documents this year
Documents
8
Documents created
2 new this year
JanFebMarAprMayJunJulAugSepOctNovDec
Your beneficiaries View all
Colin OkaforSpouse · Executor
Will
Sarah JamesDaughter · 50% share
Will
MW
Marcus WebbSon · 50% share
Will
ER
Elena RuizHealth care agent
POA
LM
Linda MerrickContingent beneficiary
Will
Review reminders Manage alerts
Annual review dueLast Will & Testament · review every 12 months
Dec 14, 2026
Finish your Living WillInterview paused at step 4 of 6
62% done
Add a letter to your executorRecommended in your estate bundle
Optional
Name a guardianMissing from your plan · protects minor children
Not started
We'll email you before any of your documents are due for a review.
Recent documents
View all
Document Type Plan Status Updated
Last Will & TestamentFormal estate will
Will Estate bundle Completed Sep 21
Financial Power of AttorneySpringing agent
POA Estate bundle Completed Sep 20
Living WillHealthcare directives
Living Will Estate bundle Draft · 62% Sep 19
Letter to ExecutorPersonal instructions
Letter Estate bundle Pending Sep 18
Household Wills ×2Mirrored spousal wills
Household Household Completed Mar 12
Last Will & TestamentFormal estate will
Will Single Draft · 18% Feb 11
Every PDF includes your state signing checklist and notary instructions.

My Documents

Every will, power of attorney and legal document in your account.

New document
All 6 Documents in account
Wills 3 Last Will & Testament
POA 1 Power of Attorney
Medical 1 Living Will
Letters 1 Letter to Executor
Document State Type Status Updated
Last Will & Testament#WV-W-1042
 Texas Will Completed Sep 21
Financial Power of Attorney#WV-P-887
 Texas POA Completed Sep 20
Living Will#WV-L-331
 Texas Living Will Draft · 62% Sep 19
Letter to Executor#WV-E-118
 Texas Letter Pending Sep 18
Household Wills ×2#WV-H-204
 Texas Household Completed Mar 12
Last Will & Testament#WV-W-1031
 Texas Will Draft · 18% Feb 11
Documents use signing rules for the state on file — update your state in Settings if you move.

Drafts

Interviews in progress — pause and resume at any step.

Living Will Healthcare directives · Texas
Interview progress 62%
Updated Sep 194 of 6 steps
Continue
Last Will & Testament Formal estate will · Texas
Interview progress 18%
Updated Feb 111 of 6 steps
Continue

Drafts are encrypted at rest and only visible to you.

Completed Documents

Signed-ready PDFs you can download and share with your advisors.

Document Completed Pages Size
Last Will & TestamentPDF · ready to sign
 Sep 21, 2026 14 pp 1.2 MB
Financial Power of AttorneyPDF · ready to sign
 Sep 20, 2026 9 pp 780 KB
Household Wills ×2PDF · mirrored wills
 Mar 12, 2026 28 pp 2.4 MB
Last Will & TestamentPDF · ready to sign
 Mar 12, 2025 14 pp 1.1 MB
Every PDF includes your state's signing checklist and notary instructions.

Beneficiaries

The people you've named in your wishes and legal documents.

Add beneficiary
4 Named in documents
3 Beneficiaries
1 Executor
1 Health care agent
1 Contingent
Person Relationship Role Share Status
Colin Okaforcolin.okafor@example.com
 Spouse Executor Primary Active
Sarah Jamessarah.james@example.com
 Daughter Beneficiary 50% Active
MWMarcus Webbmarcus.webb@example.com
 Son Beneficiary 50% Active
ERElena Ruizelena.ruiz@example.com
 Caregiver Health agent — Active
LMLinda Merricklinda.merrick@example.com
 Mother Contingent 100% Active

Payments

Your invoices, plan charges and receipts.

Download receipts
$247 Spent to date
3 Invoices paid
$99 Pending payment
$99 Next renewal · Dec 14
Annual Billing cycle
Invoice Plan Method Amount Status Date
#WV-04821 Estate bundle Visa ••••4523 $99 Paid Sep 21
#WV-03840 Estate bundle Visa ••••4523 $99 Pending Sep 18
#WV-02711 Household Visa ••••4523 $149 Paid Mar 12
#WV-01602 Single PayPal $49 Refunded Feb 11
Receipts are mailed to amelia.lopez@example.com. Cancel anytime in Settings.

Settings

Manage your profile, dashboard preferences and security.

Profile
Amelia Lopez
Amelia Lopez Estate bundle member · amelia.lopez@example.com

Your documents use this state's signing rules.

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