Online platform for creating custom estate plans. Offers guidance from experts, sharing options with family, and covers areas like final arrangements and power of attorney. Includes plans for individuals, couples, and families.
Features
Create a plan
Allows you to create a custom estate plan tailored to your needs.
Talk to an expert
Provides access to experts who can assist with estate planning questions.
Share with family
Enables you to share the estate plan information with family members to keep them informed.
Final Arrangements
Includes the ability to plan final arrangements, ensuring your wishes are documented.
Advance Directive
Allows you to specify medical treatment preferences in case you are unable to communicate them.
Durable Power of Attorney
Grants someone the authority to manage your affairs if you become unable to do so yourself.
Medical Power of Attorney
Designates a person to make medical decisions on your behalf if you are incapacitated.
A complete platform
Addio offers a way to centralize all end-of-life plans for easy and simple sharing.
A collaborative approach
Work with Addio to increase exposure to your offerings through unique content and their Expert Network directory.
A growing community
Build relationships with a growing network of peers in the end-of-life space.
Passwordless Login
Instead of using a password, Addio sends you a unique login code each time you access.
Data Encryption
Your asset details are protected with bank level 256-bit encryption from start to finish.
User Choice
You can choose to save all your important details or just the basics, based on comfort.
Life Insurance for Dependents
Provides financial support for dependents like children or elderly parents after the policyholder passes away. The benefit can cover living expenses such as rent, food, educational expenses, etc.
Paying Estate Taxes
Life insurance can provide the liquidity needed for beneficiaries to pay estate taxes without selling other assets, preserving the estate's value.
Equalizing Inheritances
For individuals with multiple heirs, life insurance can help ensure that each heir receives an equivalent inheritance without having to liquidate parts of the estate.
Business Succession Planning
Facilitates the smooth transition of family businesses by providing the necessary liquidity to buy out uninterested heirs or provide an income for the family.
End-of-life Planning Guidance
Provides steps and advice on how solo seniors can plan for their end-of-life, ensuring they are not alone in their final days. It includes creating an estate plan, finding a support system, and making sure wishes are documented.
Support System Resources
Discusses the importance of finding a support system, like a senior center or community network, to prevent loneliness and ensure community involvement.
Home Care Provision
Recommends considering home care providers to assist with daily tasks and provide companionship, ensuring peace of mind and daily support.
Assisted Living Facility Exploration
Encourages researching assisted living facilities in the area to find suitable options that match support needs for those who can no longer live independently.
Doctor Consultation
Emphasizes talking to a doctor about end-of-life wishes to receive guidance on medical treatments and connect with necessary services like palliative care.
Designate a Caregiver
Designate someone to take care of your pets in your absence. Ensure they are willing and able to take on the responsibility.
Create a Pet Trust
Set aside funds specifically for the care of your pets. Ensure there is money available for food, medical care, and other expenses.
Provide Detailed Instructions
Provide instructions on how you would like your pets to be cared for, including dietary needs, exercise routines, medical conditions, and more.
Consider a Backup Plan
Designate a second caregiver or include instructions for how to find a new caregiver if needed.
Communicate with Loved Ones
Inform loved ones about your plans and ensure that your pets are an important part of your estate plan.