How It Works

How Sort My Legacy works: 4 steps

From a 3-minute quiz to a family that knows what to do. Go at your own pace. There is no fixed timeline.

What happens at each step

A clear path from "I should do this" to "My family is ready." No rigid timeline. Your pace, your schedule.

  1. Take the free quiz: Get the plan that fits you and a personalized action plan. Free, no signup required.
  2. Document your assets: Bank accounts, investments, insurance, property, loans. All 12 categories with guided input and duplicate detection.
  3. Create your will draft: In India, a step-by-step will builder under the Hindu Succession Act. Elsewhere, add the will you already have to your vault. Lawyer review recommended for complex estates.
  4. Brief your family: Conversation scripts, what to say if they push back, and templates. Your family learns where things are and what to do first.
Start the free quizSee pricing

A look at the app

Short previews of three core screens. The live app may look slightly different.

Financial inventory · 12 categories

Bank Accounts
Fixed Deposits
Investments
Insurance
Real Estate
Loans
Retirement
Business Interests
Cryptocurrency
Physical Assets
Digital Accounts
Lockers & Safes
12 / 12 categories ready to document
All 12 categories appear as you complete them. Animated preview.

Hindu Succession Act 1956 draft · 8 steps

  1. 1Your Personal Details
  2. 2Cancel Previous Wills
  3. 3Executor Selection
  4. 4Asset Distribution
  5. 5Guardianship
  6. 6Special Instructions
  7. 7Witnesses
  8. 8Legal Review
Draft ready · lawyer review recommended
Eight guided steps; lawyer review recommended before signing. Animated preview.

Who can see your plan, and when

RoleWhat they can see
HelperFor an adult child or relative who helps you keep things in order. Sees your whole plan as soon as they join. Read-only, the same as a Co-Manager.
ExecutorFor the person who will carry out your will. Sees nothing now. Can report your death; once it is confirmed, sees your whole plan, read-only.
Family MemberFor other relatives. Sees nothing now. Can ask you for emergency access, and only you can say yes. After your death they can't see your plan, unless you made them a Trusted Contact.

Anyone on your family list can ask for emergency access. You have 72 hours to say yes or no.

Each role sees your plan at a different time. Access is always read-only. Animated preview.