Estate planning, structured.
One private home for your trusts, LLCs, and family documents.
Estatly organizes your entire estate — every trust, business, and document — into one secure, visual blueprint your family can actually navigate. Built for families with more than a single will.
The problem
Most estate plans live in a dozen places.
A folder of PDFs in Dropbox. A diagram your attorney drew on a napkin. A list of LLCs your accountant tracks. A spouse who has no idea where any of it lives.
Estatly puts it all in one place — visually, securely, and structured the way wealth offices organize complex family blueprints.
Before
Scattered PDFs. No structure. No one knows where anything is.
After
One blueprint. Everything connected. Everyone knows where to look.
The four-board system
Four boards, one blueprint.
Estatly mirrors how wealth offices structure family blueprints: separating personal documents from active businesses, passive holdings, and investment entities. Each board reflects a different kind of asset and how it flows through your estate.
Personal
WTrusts, wills, healthcare directives, and powers of attorney.
Non-Passive
FMCActive businesses — operating companies and the holdings that own them.
Passive
HCReal estate and other passive holding companies.
Portfolio
TInvestment-holding entities and brokerage structures.
The blueprint canvas
Your entire estate, on one canvas.
Drag, zoom, and connect entities. Click any card to see its documents and people. Export as PDF for your attorney.
Documents linked to entities
Every document, attached to what it governs.
Every legal document attaches to the entity it governs. Encrypted at rest, versioned over time, one click away when you need them.
Documents · 4
2024 Trust Amendment
Trust agreement
Articles of Organization
LLC formation
POA — Financial
Power of attorney
Operating Agreement
Operating doc
People at the center
See who’s connected to every piece of your estate.
Trustees, beneficiaries, advisors. When life changes, see exactly which entities and documents need updating.
People · 4
- SK
Sarah K.
Trustee
- ML
Marcus L.
Beneficiary
- ER
Eleanor R.
Beneficiary
- JT
James T.
Advisor
End-to-end encrypted
Files encrypted at rest, signed URLs that expire in an hour.
Audit logged
Every access, edit, and share is recorded for your records.
You control access
Family members log in with their own accounts. No shared passwords, no public links.
Build your blueprint in an afternoon.
Most families finish their first blueprint in 30–45 minutes.