A step-by-step guide to protecting your family, your finances, and your digital assets. Covers everything from Wills and trusts to Bitcoin inheritance planning.
Know exactly which legal documents you need, from Wills to healthcare directives. Understand the purpose of each and what your family will need to access them.
Step-by-step crypto inheritance planning. Seed phrases, hardware wallets, exchange accounts. Ensure your digital wealth is protected and transferable.
A simple system to keep your estate plan current as life changes. Learn when and how to update your plan to reflect new circumstances.
of Americans don't have any estate planning documents
in crypto assets have no inheritance plan
DocSats helps you fix both in under 30 minutes
Join 2,000+ people who've already downloaded the checklist and taken the first step toward peace of mind.
Most people know they need an estate plan, but fewer than 35% of American adults actually have one. The biggest reason? They don't know where to start. A comprehensive estate planning checklist gives you a clear, step-by-step path to protecting your assets, your family, and your legacy.
An estate planning checklist typically covers the core legal documents every adult needs: a Last Will and Testament, a Revocable Living Trust, Financial Power of Attorney, Healthcare Power of Attorney (also called a Healthcare Directive or Living Will), and beneficiary designations for retirement accounts and life insurance policies. Without these documents, your state's default laws decide who gets your assets, who makes medical decisions for you, and who handles your finances if you're incapacitated.
If you own Bitcoin, Ethereum, or other cryptocurrency, estate planning is even more critical. Unlike traditional bank accounts, crypto wallets cannot be recovered by a financial institution. If your family doesn't have access to your private keys, seed phrases, or hardware wallet PINs, those assets are lost forever. A Digital Assets List is an essential part of any modern estate plan, especially for crypto holders.
DocSats was built specifically to solve this problem. Our AI-powered estate planning platform walks you through every step, from identifying your assets (including crypto and digital accounts) to generating your legal documents. Most people finish in under 30 minutes, without needing a lawyer.
The best estate planning checklists are actionable, not just informational. They tell you exactly what documents you need, what information to gather, and what decisions to make. Our free 23-point estate planning checklist covers everything from basic documents to advanced considerations like trust funding, digital asset protection, and family communication strategies.
Download your free estate planning checklist above and take the first step toward protecting what matters most. Whether you have $10,000 or $10 million in assets, whether you hold crypto or not, an estate plan isn't optional. It's one of the most important things you'll ever do for the people you love.