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Estatey
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The companion to your will

Your will tells them what to do. Estatey tells them where everything is.

Every account, property and beneficiary in one place, kept current while you're here, and readable by your family when you're not.

Create your account
  • Stored in your own Google Drive
  • Account numbers masked
  • Prints for your family

How it works

Four easy steps. No wrong order.

Drop in statements as they arrive, a few at a time. Estatey reads them, you confirm, and your summary stays current.

  1. Upload

    Statements in, as they arrive

    PDF, CSV, XLSX or a photo. A few at a time is fine.

  2. Review

    Confirm what was read

    See every detail Estatey found and approve it before it counts.

  3. Organize

    Add property

    Your home, vehicles and anything without a statement.

  4. Share

    Print it for your family

    One clean summary to keep with your will or hand to your executor.

What it holds

The eight things an executor always has to go looking for.

  • Bank accounts

    Checking, savings and CDs, with the institution and account number.

  • Investments

    Brokerage accounts and exactly where each one is held.

  • Retirement

    401(k)s, IRAs and pensions, and who each one names.

  • Insurance

    Life policies and annuities, with their beneficiaries.

  • Property

    Your home and land, and where the deed physically is.

  • Vehicles

    Cars, boats and trailers, and where the titles are kept.

  • Beneficiaries

    Who is named on each account, gathered in one view.

  • Key contacts

    Your executor, attorney, financial advisor and CPA.

Where it's stored

We never keep your data.

Everything Estatey creates lives in one folder inside your own Google Drive. None of your account data is kept on our servers. If Estatey disappeared tomorrow, that folder and your summary would still be yours.

  1. Estatey can only see the one folder it creates.
  2. Revoke access anytime from your Google account.
  3. Account numbers are masked on screen until you choose to reveal them.
  4. You're signed out automatically after 15 idle minutes.

Someone will have to find all of this.
Better that it's you.

Start with one statement today. Add the rest whenever it suits you.

Create your account