Investment and estate planning

[linda nguyen]

Most people in here are probably most concerned and worried about maximizing investments and savings on taxes for the present but it's worthwhile to consider making sure you have your estate planning done incase something unfortunate happens. A good online service to help with part of this is DocuVital (DocuVital.com). It is the TurboTax for end-of-life planning. It organizes, automates, stores and delivers vital information and documents to loved ones so they can wrap up affairs quickly after a death. Now of course you need to have all the correct documents done but this helps

 

[Matt]

Most people in here are probably most concerned and worried about maximizing investments and savings on taxes for the present but it's worthwhile to consider making sure you have your estate planning done incase something unfortunate happens. A good online service to help with part of this is DocuVital (DocuVital.com). It is the TurboTax for end-of-life planning. It organizes, automates, stores and delivers vital information and documents to loved ones so they can wrap up affairs quickly after a death. Now of course you need to have all the correct documents done but this helps

I've looked at some similar solutions in the past, but ultimately they turned out to be document management systems. Everplans was one that springs to mind.

When you say this is the 'turbo tax for end of life planning' turbo tax does actually file your taxes - does this site actually manage the probate process for you, or do something beyond just reminding you that you have missing documents and then storing them for you?