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Organize and manage your estate plan anytime, anywhere

Feel more at peace and confident in your future with an estate plan that is kept up to date.

Individuals

Building a legacy starts with a plan. And your plan should evolve with you as you move through life. Get expert support in creating and managing essential documents and information so you’re ready for the future. Start today with a free trial.

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Feel more at peace and confident in your future with an estate plan that is kept up to date.

Estate planning doesn’t have to be confusing or overwhelming. When you know how to plan for your future, you can feel more secure in your legacy. Todd is an online platform that helps individuals get and stay organized with legacy plans through all of life's milestones. With Todd, you can:

Interested in using Todd for your clients?

The Todd platform offers a professional dashboard and features designed specifically for Financial Advisors
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