Not sure what should be included in your legacy plan? Each module displays personalized tips to show you the way, plus a progress bar to track your tasks.
Streamline the process of creating a will, trust and Power of Attorney
The digital estate plan information you upload to Todd can give you a head start in creating essential documents like a will or trust. If you choose to add a legal document bundle to your Todd subscription, you may be eligible for exclusive partner rates on advisory fees and estate-related legal documents.
Keep your advisors up to date with automated notifications
As you complete your estate planning checklist in Todd, you will add professional contacts, such as an attorney, financial advisor, accountant or insurance agent. When you experience a life event that could impact your plan, Todd will automatically alert them so they can update their records and support you in making any necessary changes. (Note: feature not included in the Basic subscription.)
Receive periodic helpful reminders to review your plan
On a recurring basis, Todd will prompt you to confirm your plan. These checkins will help assess whether your plan is current or if it’s time to make revisions. (Note: feature not included in the Basic subscription.)
Organize and manage your legacy anytime, anywhere
See how Todd’s online platform makes planning easier and more convenient.
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