Wealth transfer fails on paperwork —
not tax law.
Five essential documents, a beneficiary audit, a probate exposure estimate and a legacy readiness score you can actually move.
The number
0–100
legacy readiness score, graded and updated as you finish documents
Wealth transfer fails on paperwork, not tax law.
Here's what this actually feels like — and the specific move Boss Finances makes about it.
The problem
You've been meaning to handle the will and the beneficiaries for years, and the task never gets smaller.
How Boss Finances solves it
The five essential documents tracked one at a time, with a readiness score that climbs as you finish them — plus a beneficiary audit that catches designations contradicting your will.
The problem
Your family would be locked out of your accounts, passwords and records.
How Boss Finances solves it
A digital access directive and a document vault, so the paperwork is findable by the people who'll need it.
Everything you need for estate planning & legacy.
Straight answer on timing: every feature below is live in the member portal today. No roadmap items, no placeholders in this pillar.
Beneficiary assignment audit
Live nowEvery retirement account, life policy and payable-on-death account — flagged when a beneficiary is missing, stale, or contradicts your will.
Probate exposure estimator
Live nowSee which assets would pass directly and which would get stuck in probate, with an estimate of the time and cost that creates.
Five essential documents checklist
Live nowWill, revocable trust, financial power of attorney, healthcare proxy and living will — status tracked for each, with what each one actually does.
Digital asset access directive
Live nowPassword manager access, 2FA recovery, crypto keys, cloud photo archives — documented so your family isn't locked out.
Estate document vault
Live nowUpload, preview, rename and re-file signed documents in private storage, so the paperwork is findable when it matters.
Three steps. No fluff.
Step 01
Map what you own and who's named
Accounts, property, policies, and the beneficiary on each one.
Step 02
Fix the paperwork friction
Missing beneficiaries, unsigned documents, no digital access plan.
Step 03
Watch the readiness score climb
Every completed item is saved, so the score holds between sessions.
Specifics, not slogans.
Is this legal advice?
I'm young with few assets — does this matter?
Next pillar →
Pillar 09 · Tax
Remove the friction. Leave a plan, not a puzzle.
Estate Planning & Legacy is pillar eight of nine — where the paperwork finally gets done.