Estate and Legacy Planning
Your wishes deserve more than good intentions.
Estate planning involves more decisions than most people expect, and each one carries real weight. It touches family relationships, finances, healthcare, and who gets to act when you cannot. Starting this process at all says a lot about how much you care. There is no reason to figure it all out alone.
Your plan includes
8 guides. 27 concrete actions.
Each guide focuses on one area of this life event. Inside each guide, the AI walks you through specific actions with deliverables, deadlines, and resources.
Readiness and Planning Scope
Name why this matters now, what risks cannot wait, and how large the planning effort actually is. This guide turns vague awareness into a concrete sense of scope and urgency.
Core Decision-Makers and Incapacity Planning
Choose who can act if the person becomes unable to make their own decisions. This guide covers healthcare agents, powers of attorney, and backup decision-makers.
Wills, Trusts, and Beneficiary Alignment
Match legal tools to the person's actual assets, family situation, and goals. This guide helps distinguish what a will covers, when a trust is warranted, and why beneficiary designations must align with the overall plan.
Dependents, Guardianship, and Special Situations
Cover the extra complexity that standard planning templates miss. This guide addresses guardianship for minor children, special needs trusts, pet provisions, business succession, and blended family protections.
Document Execution and State-Valid Completion
Turn drafted documents into legally enforceable instruments. This guide covers signing, witnessing, notarization, and jurisdiction-specific requirements so nothing is left in draft status.
Storage, Access, and Backups
Make sure the right people can find and use what exists when it matters. This guide covers where to store originals, how to ensure emergency access, and how to maintain secure backups.
Family Communication and Expectation Management
Reduce surprise and avoidable conflict by deciding what to communicate, to whom, and when. This guide helps navigate difficult conversations around unequal choices, estrangement, blended families, and unconventional directives.
Review and Update Cadence
Keep the plan current by building a review cycle tied to specific life triggers. This guide covers when updates are needed, what to check, and how to avoid quiet drift between the plan and reality.
Ready to navigate estate and legacy planning?
Answer a few questions about your situation. Gaite builds a personalized plan with the guides and actions most relevant to you.
Personal plans start at $10/month. Family plans $25/month for up to 5 members. Cancel anytime.