Estate Planning Overview

BestFarewell’s estate planning tools help you organize what matters before you meet with an attorney or advisor. They’re designed to reduce stress and keep you prepared—not to replace professional advice.

What BestFarewell Offers

Farewell checklist. A guided task list that covers the essentials: assets, beneficiaries, fiduciaries, healthcare wishes, and final arrangements. Work through it at your own pace and track progress so you can walk into meetings with clarity.

Document vault. Secure storage for wills, insurance policies, and other important papers. Upload documents, organize them, and designate who can access them. The vault keeps everything in one place.

Planning tools. Structure your thinking around the five pillars so you’re ready for conversations with professionals. Export summaries and notes to share with your attorney or financial advisor.

Why It Matters

Estate planning can feel overwhelming. Many people delay it because they don’t know where to start. BestFarewell breaks the work into manageable steps and gives you a place to store what you need. When the time comes, you’ll have what you need ready.

How the Tools Work Together

Start with the farewell checklist to identify what you have and what you still need. Use the document vault to store important files as you find them. Sage can help you create checklists, answer questions, and guide you through the process.

Not Legal Advice

BestFarewell is a preparation tool. It does not create legal documents or replace professional advice. Consult an estate attorney, financial advisor, or other qualified professional for decisions about your estate.