Organize Everything You Own (and Owe) in One Place With Estate Inventory

Planning your legacy means more than just deciding who gets what. It’s about making life easier for the people you care about—especially when they’re navigating an emotional loss. Our enhanced estate inventory feature, part of EstateOS, Trust & Will’s intelligent estate planning platform, helps you do just that.

The estate inventory lets you log and track everything in one place—assets, liabilities, and even life insurance—so your executor and loved ones aren’t left guessing what exactly makes up your estate.

A Clearer Picture of Your Legacy

Too often, executors are left scrambling to identify what was owned, what was owed, and where to begin. 

With Trust & Will’s estate inventory feature, you can give them a clear, complete picture of your estate. That means less confusion, fewer delays, and far less stress during an already difficult time.

Members can now:

• Add both assets and liabilities, including credit cards, mortgages, and personal loans

• Include life insurance policies as part of their estate

• Track joint ownership and specify how much of an asset belongs to you

• Log estimated values for better forecasting and future planning

Trust & Will Tip: A complete inventory is key to accurate estate distribution and tax forecasting down the road.

Streamlined with Plaid

Your estate inventory is integrated with Plaid, making it easier than ever to connect your financial accounts. With just a few clicks, you can connect your banks, credit cards, investment accounts, and more. The result? Real-time data and fewer manual entries.

• Sync your account balances automatically

• Keep liabilities and assets updated over time

• Help your executor see the full financial picture

This integration is gradually rolling out, with full availability expected soon.

Use Trust & Will’s Mobile App to Capture What Matters

Some things can’t be fully described in a line item.

That’s why we’ve built the Trust & Will mobile app to help members capture their belongings, visually. Whether it's "the comfy orange chair" or "grandma’s teacup collection," you can snap photos, write descriptions, and tag future ownership—making it easy for loved ones to identify exactly what you’ve left behind.

With the app, you can:

• Snap photos of assets like art, jewelry, and furniture

• Add names, details, and locations

• Connect them directly to your inventory entries

“The big coat” might mean the world to you—but now your family will know exactly which one you meant.

Download the app today on iOS or Android to get started.

A Smarter, More Complete Plan

The estate inventory feature is included with every Trust & Will plan. Whether you’re starting fresh or updating your plan, now’s the perfect time to build out your inventory.

And remember, it’s not just about stuff—it’s about clarity, care, and confidence for the people you love.

Start organizing your estate today. Log in to your member dashboard and download the Trust & Will mobile app to explore our features. 

Trust & Will makes estate planning simple so you can create a customized, state-specific plan from the comfort of your own home. Take our free quiz to discover which estate plan best fits your needs today, to secure your family’s future.

Is there a question here we didn’t answer? Browse more topics in our learn center, visit our Frequently Asked Questions (FAQ) page,  or chat with our member support!

Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.