๐Ÿ“š Free estate planning guides โ€” checklists, comparisons & deep dives. Browse all 7 guides
Free to Start • No Credit Card Required

One dashboard for every
property, policy
and trust you own.

EstateGrid pulls your property deeds, insurance policies, and trust documents onto one screen โ€” searchable, organized, and always current. Upload a PDF and critical fields fill themselves.

Free to start
3-minute setup
PDF auto-extraction
256-bit encrypted
Get Started Free See how it works

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Start Here: Estate Planning Guides

Plain-language guides covering every aspect of protecting your estate โ€” no jargon, no upsell. Free forever.

๐Ÿ“
Estate Document Organization
A 7-step process for organizing your deeds, policies, and trust documents so your executor can find everything in minutes.
Read Guide
โœ…
Estate Planning Checklist
36 interactive checkboxes across 6 categories โ€” track exactly where you stand on wills, trusts, insurance, and beneficiary designations.
Read Guide
๐Ÿ 
Home Inventory for Insurance
How to document every room so insurance claims go smoothly and nothing is missed when your estate is settled.
Read Guide
๐Ÿ“–
What Is Estate Planning?
The beginner's guide โ€” what estate planning actually covers, who needs it, and how to start without a lawyer on day one.
Read Guide
โš–๏ธ
Estate Management Tools Compared
10-row comparison of spreadsheets, filing cabinets, advisors, and purpose-built software โ€” with a breakdown of Free vs. Pro features.
Read Guide
๐Ÿ—‚๏ธ
Family Emergency Binder
A printable 50-item checklist covering every document your family needs in a crisis โ€” and three secure storage options.
Read Guide
๐Ÿ’ป
Digital Estate Planning
Crypto, cloud accounts, social profiles, and subscription services โ€” how to document your digital assets and name a digital executor.
Read Guide
Total Properties
8
Total Estate Value
$4.2M
Insurance Renewals
3 upcoming
Active Trusts
2
Total Coverage
$6.8M
Annual Premiums
$18.4K
๐Ÿ” 256-bit encryption
๐Ÿ“„ PDF auto-extraction โ€” upload a policy, fields fill in
โœ… 100% parse rate across 3 document types
๐Ÿ›๏ธ Built by XMLFund

Three things no competitor offers

Buildium, Stessa, TenantCloud, EstateSpace, Propertyware โ€” all built for landlords. None of them do this.

Exclusive

Insurance Policy Consolidation

Link multiple policies to each property. Track providers, coverage amounts, and annual premiums in one view. Renewal alerts fire at 90 and 30 days โ€” before you ever miss a lapse.

Exclusive

Legal Trust Management

Associate each property with its holding trust โ€” revocable, irrevocable, or living. Track trustee info, establishment dates, and see your full estate organized by legal structure.

Built Different

Personal-Scale UX

Every competitor charges per-unit or per-user and assumes a team. EstateGrid is built for one person managing their own estate. One login. No bloated workflows. No rental assumptions.

Why EstateGrid?

The five dominant property platforms cover rentals, tenants, and investment returns. They don't cover you.

Feature Big 5 Platforms
EstateSpace ยท Buildium ยท Stessa ยท TenantCloud ยท Propertyware
EstateGrid
Insurance Policy Tracking
Renewal alerts, coverage per property
โœ• Not available โœ“ Included
Legal Trust Management
Property-trust associations, trustee info
โœ• Not available โœ“ Included
Built for Personal Estates
Individuals, not property management companies
โœ• Team-focused โœ“ Solo owner
No Per-Unit or Per-User Fees
Flat pricing for personal use
โœ• Per-unit pricing โœ“ Flat fee
Properties + Insurance + Trusts in One View
Full estate consolidation
โœ• Rentals only โœ“ Consolidated
For Estate Planning Attorneys

Recommend EstateGrid
to your clients.

Your clients scatter estate documents across five portals and three email inboxes. When renewal dates slip or trust associations break down, it lands back on you. EstateGrid gives them one organized view โ€” so they come to you prepared, not panicked.

  • One dashboard for properties, insurance policies, and trusts
  • Renewal alerts fire 90 & 30 days out โ€” clients never miss a lapse
  • Trust associations linked directly to each property
  • $9/mo per client โ€” no seat fees, no contracts
Your client dashboard view
Sarah M. โ€” Revocable Trust
3 properties ยท 4 policies
โš  Renewal in 28d
James R. โ€” Irrevocable Trust
7 properties ยท 6 policies
โœ“ All current
The Chen Family Trust
2 properties ยท 3 policies
Trust review due
David K. โ€” Living Trust
5 properties ยท 5 policies
โœ“ All current

Simple, flat pricing

No per-unit fees. No per-user nonsense. One estate, one price.

EstateSpace charges $34/user/mo โ€” we're $9/mo flat
Free
$0 /mo

Everything you need to get started tracking your estate.

  • View & manage properties
  • Basic insurance policy tracking
  • Legal trust associations
  • Manual data entry
  • Portfolio value overview
Start Free →
Pro
$9 /mo

The full stack. Alerts, automation, and priority support.

  • Everything in Free
  • Insurance renewal email alerts (30 & 90 days)
  • PDF auto-parsing โ€” upload a policy, fields fill themselves
  • Snooze & dismiss alert controls
  • Priority support
Start Pro โ€” $9/mo

Cancel anytime. No contracts, no seat fees, no surprises.

Stop losing track.
Start your free account.

One screen for every property, policy, and trust in your estate. Free to start, $9/mo to unlock PDF parsing and renewal alerts.

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No credit card required · Cancel anytime · Built by XMLFund

Start Free โ€” No Credit Card Properties, policies & trusts in one place
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