Guides

How each Sort My Legacy tool works

Short, practical guides for every major tool. Read what you need, then jump back to the app.

The 3-Minute Quiz

See where your family stands and what to do first, in about three minutes. No signup required.

Document all your assets in one place. Your family gets clarity, not scattered papers.

For people living in India: create a will draft you can print, sign and have witnessed, with guided templates built on Indian succession law.

16 steps in four phases, built from your quiz answers. Know what to do first and what comes next. No deadline: go at your own pace.

Choose who sees your plan, and when: your Executor, Trusted Contacts, Helpers, and emergency access.

Upload wills, property papers and insurance policies, and link each file to the asset it belongs to. Encrypted and private.

Passwords, social media, crypto, subscriptions. A zero-knowledge vault only your master password opens.

Life support, organ donation, DNR, medical POA. Printable wallet card for emergencies.

Printable wallet card. Blood type, allergies, medical contacts. Keep it with you.

Scripts, objection handling, and templates to start the death planning conversation.

Join the waitlist and we will email you when vetted estate lawyers, CAs and financial planners for your kind of need are onboarded.

30+ items to track your family's preparedness. Know what's done and what's left.

Life changes. Asset values change. Nominees change. Keep your plan current.