Estate planning should be easier

Organize and manage your legacy anytime, anywhere.
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.

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Upcoming website launch!

A more comprehensive and user-friendly version of our website is on the horizon, aiming to enhance your online experience with us.
Stay tuned for the upcoming launch, where you'll discover a wealth of new features and resources tailored to your needs!

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Why plan with Todd?

Step-by-step guidance to add and organize plan details
Centralized storage of key documents and passwords
Bank-level encryption to keep your information secure
Personalized instructions for family members and caretakers
Customizable information sharing with financial and legal advisors
Save on advisory fees and estate-related legal documents from a network of vetted professionals