Guided estate checklist
A step-by-step path through wills, powers of attorney, healthcare directives and trusts — in the order that matters.
Estate & Legacy
Make sure what you leave behind goes where you intend
Most estate problems are not exotic. They are a missing power of attorney, an ex-spouse still named on an old account, or an executor who was never told. Wealth Vista finds them.
Beneficiary conflict checks
Beneficiary designations override your will. Wealth Vista flags stale or conflicting names before they do damage.
Document AI extraction
Upload what you already have and let Vista read the key dates, names and gaps instead of you re-typing them.
Executors and roles
Record who does what, what they can access, and make sure the people named actually know they were named.
Probate-aware view
See which assets pass outside probate and which will be held up, so your family is not waiting on paperwork.
Family sharing
Give a spouse, adult child or executor the right level of access — without handing over your password.
What Wealth Vista checks for you
- Do you have a valid, current will — and does anyone know where it is?
- Are financial and healthcare powers of attorney in place?
- Do beneficiary designations match your actual intentions?
- Is there a named executor, and a backup?
- Are digital accounts, property and business interests accounted for?
- Would your family know what exists and who to call tomorrow?
Frequently asked questions
See where you stand — free
Get your Vista Score in a couple of minutes, then decide whether you want the full retirement and estate plan.
Wealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.