How It Works
Your implementation flow
One clear path from awareness to family readiness. Complete at your own pace. No fixed timeline.
4 steps to family readiness
A clear path from "I should do this" to "My family is ready." No rigid timeline. Your pace, your schedule.
- Take the free quiz: Get the plan that fits you and a personalized action plan. Free, no signup required.
- Document your assets: Bank accounts, investments, insurance, property, loans. All 12 categories with guided input and duplicate detection.
- Create your will draft: Step-by-step builder with India-specific templates. Lawyer review recommended for complex estates.
- Brief your family: Conversation scripts, objection handling, and templates. Help your family know where things are and what to do first.
See the product in motion
Three animated previews of the core flows. These are illustrative mockups, not hard-baked screenshots β what you build in the live product will look slightly different as we iterate.
sortmylegacy.com / inventory
Financial inventory Β· 12 categories
Bank Accounts
Fixed Deposits
Investments
Insurance
Real Estate
Loans
Retirement
Business
Crypto
Physical Assets
Digital
Lockers
12 / 12 categories ready to document
sortmylegacy.com / will-builder
Hindu Succession Act 1956 draft Β· 8 steps
- 1Personal details
- 2Revocation
- 3Executor
- 4Distribution
- 5Guardianship
- 6Special instructions
- 7Witnesses
- 8Legal review
Draft ready Β· lawyer review recommended
sortmylegacy.com / family
Who sees what, when
| Role | Inventory | Will | Documents | Vault | Medical | Messages |
|---|---|---|---|---|---|---|
| You | β | β | β | β | β | β |
| Spouse | β | after | β | after | β | after |
| Executor | after | after | after | β | after | after |
| Trusted Contact | SOS | after | SOS | β | SOS | after |
β immediateafter after death-verificationSOS emergency request, 72-hr responseβ never