Estate planning should be easier

Organize and manage your legacy anytime, anywhere.
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Feel more at peace and confident in your future with an estate plan that is comprehensive and kept up to date.

Estate planning doesn’t have to be confusing or overwhelming. When you know how to plan for your future, you can feel confident in your legacy. Todd is an online platform that helps individuals get and stay organized with legacy plans through all of life's milestones. With Todd, you can:
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  • Establish and manage your holistic estate plan with expert advice along the way
  • Save time and money with a streamlined planning process
  • Preserve your financial resources for generations to come
  • Experience peace of mind knowing your loved ones are cared for
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Personalized support to plan your legacy

Legacy planning is personal, but you don’t have to do it alone. Whether you have a plan in place or need help getting started, the Todd online platform can support you in organizing and managing all of your digital estate plan information. When you choose to plan your future with Todd, you can expect:
Step-by-step guidance to add and organize plan details
Connections to vetted attorneys for legal document creation
Exclusive partner rates on advisory fees and estate-related legal documents
Periodic checkins to identify possible changes to your plan
Bank-level encryption to keep your information secure
Centralized storage of key documents and passwords (coming soon)

Prepare your plan on your schedule

Add key details to your digital estate plan information when it’s convenient for you. Todd’s online platform guides you step-by-step, so you can feel confident in your progress along the way.
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Create legal documents with more ease

Estate planning documents, including a will or trust and Power of Attorney, are a key part of any comprehensive estate plan. When you plan with Todd, you can save on advisory fees and estate-related legal documents from a network of vetted professionals.
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For Individuals

Building a legacy starts with a plan. And your plan should evolve with you as you move through life. Get expert support in creating and managing essential documents and information so you’re ready for the future. Start today for free.

For Professionals

As a professional working with estates, you know the importance of a well-prepared estate plan. Todd’s online platform makes it easier for your clients to organize their affairs, and for you to access and monitor your clients’ plans over the years. See how Todd can support your work as a financial advisor or estate attorney.

Let's plan together

“Most people don’t tell you how to plan for this, so having some sort of guide in place is important.”
- Heather D, 33, potential client

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