AI-powered estate plan visualization

    Your estate, crystal clear.

    Turn dense estate planning documents into clear, interactive visualizations. For advisors, individuals, and executors.

    First will visualization free · No commitment

    Trusted by financial advisors and families across North America

    Supporting all 50 US states, Canadian provinces, and territories.
    Bank-level encryption
    60+ jurisdictions
    Under 2 minutes
    Your data, your control

    Welcome to EstateClarity

    Who are you here for?

    EstateClarity adapts to your situation. Choose your path and we'll show you exactly what's relevant.

    🔒 256-bit encryption🇺🇸 US & Canadian law👁 You control your data📄 No legal advice — clarity
    For Financial Advisors & CPAs

    Transform Estate Conversations from Confusing to Crystal Clear

    Show clients their wills visually in seconds. Turn complex legal documents into clear, professional presentations.

    Turn 2-hour will reviews into 20-minute visual walkthroughs

    Send clients home with visualizations they actually understand

    Try with your first client will — no commitment required

    Share with clients via branded link

    Supports clients across the United States and Canada — jurisdiction-specific analysis included.
    What clients see in their will

    I, Margaret Thompson, being of sound mind and body, do hereby revoke all former wills and codicils and declare this to be my Last Will and Testament. I direct that my Executor, Robert Thompson, shall distribute my estate as follows: To my spouse, David Thompson, I bequeath fifty percent (50%) of the residuary estate. To my daughter, Sarah Martinez, I bequeath thirty-five percent (35%) of the residuary estate…

    What you show them with EstateClarity

    David: 50%

    Sarah: 35% · Michael: 15%

    Margaret→Robert (Executor)
    🏠 Family Home🏔️ Cottage💎 Jewelry
    Converted in 2 minutes

    Sample Client Will — California Sample Will

    California, US

    Asset Distribution

    Thanh Nguyen(Spouse)
    50%
    Lily Nguyen(Daughter)
    20%
    Kevin Nguyen(Son)
    15%
    UC Berkeley Foundation(Educational institution)
    10%
    SF-SPCA(Charitable organization)
    5%

    Plans from $49/month after your free trial. View pricing →

    For Individuals

    Upload Your Will

    Drag & drop your PDF or Word file

    🔒 Secure & private

    AI Analyzes

    Extracting beneficiaries, assets, trusts…

    ⚡ Under 2 minutes

    See It Visually

    Donut charts, org charts, detail cards

    ✨ Interactive

    Questions your visualization answers:

    Who is my executor?

    Robert Thompson & Sarah Martinez

    What happens to my cottage?

    Shared equally by 3 children with 10-year no-sale period

    Do my grandchildren inherit?

    $100,000 education trust + $15,000 each

    When does Emma get her trust?

    Trust until age 30

    Finally Understand Your Will in Plain English

    See who gets what, when they get it, and why it matters — in a simple visual format.

    Upload any will — PDF or Word document

    AI extracts key information in under 2 minutes

    See your estate visually — no legal jargon

    Your data stays private on your device. Create a free account to save and share.

    Free to get started · No account required

    For Executors

    You've Been Named Executor. Now What?

    Location-specific guidance, step-by-step checklists, and clarity on what needs to happen when.

    Jurisdiction-specific checklists — Ontario to California

    Step-by-step tasks so nothing falls through the cracks

    Court forms, deadlines, and bond requirements explained

    Timeline guidance — know what to do and when

    California, United States
    18% Complete

    Getting Started Phase

    Obtain death certificate copies (×6)

    Locate original will

    File petition for probate with Superior Court

    Due in 30 days

    Notify beneficiaries within 30 days

    Open estate bank account

    Inventory all assets

    California Requirements

    Probate threshold

    Under $184,500 = simplified

    Court

    Superior Court — Probate Division

    Timeline

    9–18 months

    Bond

    Required unless waived in will

    Executor Journey

    Week 1–2← You are here

    Immediate · Locate will, secure assets

    Month 1–2

    Legal · File for probate, notify beneficiaries

    Month 3–6

    Administration · Inventory, pay debts, file taxes

    Month 6–12

    Distribution · Distribute assets, close estate

    Without Will Upload

    ☐ Notify executor(s)

    ☐ Contact beneficiaries

    ☐ Handle business assets

    ✨ With Will Uploaded

    Personalized for Margaret Thompson's Estate

    → Notify executor: Robert Thompson

    → Contact: Sarah Martinez (daughter), Michael (son), Emma (daughter)

    → Business: Offer shares to Michael — 6-month decision period

    Free to get started

    Estate clarity starts here

    Built for advisors, families, and executors across the United States and Canada.

    Disclaimer: EstateClarity is an informational tool only and does not provide legal, tax, or financial advice. The content, analysis, and visualizations generated by this platform are for educational and organizational purposes and should not be relied upon as a substitute for professional counsel. Always consult a qualified attorney, accountant, or financial advisor regarding your specific situation. Use of this platform does not create an attorney-client or fiduciary relationship.

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