Get your life AllSet.
Your important stuff shouldn’t live in twelve different places. Answer once, and everything that follows fills itself in.
You’ve already handled a lot. Let’s finish the rest.
- No Health Care Surrogate document yet
You've identified Daniel Bennett as the person you'd want making medical decisions, but we don't have a completed document establishing that preference.
- Your care preferences aren't written down
A short set of answers spares your family from guessing.
- Trust created, funding not confirmed
Creating a trust is only part of the process. Some assets may need additional action to align with your estate plan.
- No guardian preference recorded for minor children
Carly and Teagan — a short plan tells everyone what you'd want.
- Retirement beneficiary review is due
Beneficiary names sit outside your will — they're worth a yearly look.
- No one is named to handle money matters
- No pet care plan found
Who takes care of Boomer if you can't?
- No letter of instruction yet
- Digital accounts aren't covered
- Your wishes section is mostly empty
- Revocable Living Trust
- Insurance Inventory
- Homeowners Insurance
- Life Insurance
- Emergency Contacts
Relay is not a law firm and does not provide legal, tax or investment advice. Guided preparation and generated drafts are information tools: witnessing, notarization, statutory language, attorney involvement, filing, recording and asset retitling are separate steps that happen outside this app. Completed documents are only complete once those steps are finished and the executed copy is stored.