Estate Clarity | Ensure you're insured. Prove you're protected. Focus on what matters.

Value. Plan. Protect.

Value, plan, and protect your most important assets while collaborating with trusted professionals. Ensure you’re insured. Prove you’re protected. Focus on what matters.

For Professionals

Financial advisors, trust officers, wealth managers, insurance brokers, and attorneys use Estate Clarity to gain a complete understanding of their clients' risks and wealth, helping plan for and protect their futures for generations to come.

Learn more & get in touch.

For Families

Families use Estate Clarity to ensure their property is planned for and protected. Whether you're creating a will or trust with a professional or cataloging for insurance, make sure the important things aren't left to chance.

Learn how to get started.

With Estate Clarity you can

Tag Others

Invite family, friends, or experts to collaborate on an estate with you. Together you can add and edit items, solving problems in real-time without confusing things with meetings or lengthy email threads.

Organize

Snap photos and take notes on all types of property with ease. Add memories and descriptions to items to share with the group. Assign heirs and beneficiaries and plan gifts to your favorite charities.

Communicate

Chat and receive notifications that keep you in the loop. Tag a collaborator in a comment to instantly let them know action is required.

Value

Experts in your area or over the phone are just a few clicks away. Estate Clarity can help you get the assistance you need to effectively value your property.

Summarize

Summary metrics let you and your collaborators easily determine the status of the estate. How many items have been appraised? How many items have values that need to be agreed upon?

Be Secure

Don’t even think about storing your valuable estate data in handwritten notes or sending it around in spreadsheets through e-mail. Estate clarity is secure and safe, and always available.

A homeowner’s policy requires proof. An estate plan requires detail.

An accurate, durable, dynamic inventory keeps your property safe and ensures your wishes will be honored.

of homeowners

have no inventory whatsoever of their home contents.

An inventory of what you own — stored away from the insured property — is the best way to make sure insurance pays out in the event of a claim.

of Americans

do NOT have a will or trust.

Making an inventory of your possessions is a critical step in creating a will or trust. Maintaining one with modern technology is simple and straightforward.

of home valuables

are underinsured.

Insurance policies have special limits on classes of items, like sporting equipment and artwork. Take valuable items into account when reviewing your policy.

of victims

in California’s wildfires

in 2018 were required to present a detailed inventory of home contents to their insurers with their claims.

Download today

Estate Clarity is available on the iOS app store. You can also access Estate Clarity from your web browswer. An invitation from your financial or legal professional is required.

It wasn't raining when Noah built the ark.

Get in touch with us.

If you haven’t received an invite, ask your insurance broker, lawyer, or financial advisor if they offer Estate Clarity. Or you can drop their email here and we’ll contact them for you!

From our blog

The latest thoughts from building, selling, and researching how to end the confusion about what we own, what its worth, and what to do with it.