Your estate plan goes stale the moment life changes.
We flag what needs attention.
A business sale, a new grandchild, an inherited account — each can quietly outdate your plan. My Wealth Maps flags what changed and what your plan may be missing. We're opening in stages. Join the waitlist and we'll invite you, with a 7-day full-access trial when your turn comes.
You own your financial picture. Advisors and attorneys collaborate on your terms — they don't own your data, and neither do we.
Built for $2M–$50M households
12 states plus DC impose their own estate tax — completely separate from federal. Washington's kicks in at $3M. Oregon's at $1M. Our state-by-state guides explain what's at stake and how planning changes the outcome.
See all state guides →- We calculate federal and state estate tax from the facts you enter, using each jurisdiction's published forms and tables where we have built them in.
- For states we have closed this way — including New York, Connecticut, Illinois, Maryland, and the Maine / Minnesota / Vermont gift lookbacks — we work example estates by hand from that state's return and check that our figures match. For other states, we calculate from each state's published rates, and we say which rules we haven't checked this way yet.
- When a fact is missing and the law requires a choice, we state the assumption on the figure (often the reading that does not understate tax) and ask you to confirm — we do not silently pick a lower tax.
Create and manage your financial, retirement, and estate plans in one place.
- ✓Financial planning dashboard
- ✓Retirement projections
- ✓Estate document organizer
- ✓Beneficiary tracker
Explore planning concepts in plain English before making any decisions.
- ✓20+ learning modules
- ✓Interactive decision tree
- ✓Strategy library with pros & cons
- ✓Advisor prep tools
Answer guided questions to understand where your planning stands today.
- ✓Planning gap analysis
- ✓Personalized priority report
- ✓Document readiness check
- ✓Professional referral guide
Browse listed financial advisors who specialize in estate, retirement, and wealth planning.
- ✓Fiduciary and fee-only options
- ✓Filter by state and specialty
- ✓Remote-friendly advisors
- ✓Send a connection request
Connect with listed estate planning attorneys who can draft wills, trusts, and legal documents.
- ✓Licensed by state
- ✓Estate planning specialists
- ✓Remote consultations available
- ✓Send a connection request