Estate Asset Management

Your entire estate.
One dashboard.

Track every home, insurance policy, and legal trust in one place. EstateGrid gives estate owners complete visibility over their assets, coverage, and legal structures.

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Total Properties
8
Total Estate Value
$4.2M
Insurance Renewals
3
Active Trusts
2
Total Coverage
$6.8M
Annual Premiums
$18.4K

Built for estate owners, not landlords

Most property software is built for rentals. EstateGrid is built for people who own homes across trusts, need insurance tracking, and want everything in one view.

Property Portfolio

Track every home you own: address, type, estimated value, purchase date. See your complete estate at a glance with real-time summary cards.

Insurance Tracking

Link multiple policies to each property. Track providers, coverage amounts, premiums, and renewal dates. Get alerts when renewals are approaching.

Trust Management

Organize properties by legal trust. Track which trust holds each property, trustee information, type (revocable/irrevocable), and establishment dates.

Estate Intelligence

Summary cards show total value, upcoming renewals, and properties by trust. Spot gaps in coverage and unassigned properties instantly.

The old way vs. the EstateGrid way

Before

Spreadsheets for property records
Insurance docs in filing cabinets
Trust info buried in legal folders
Missed insurance renewals
No overview of estate structure

After

Properties with values and trusts
Insurance tracked per property
Trusts linked to holdings
Renewal alerts at 90/30 days
Complete estate overview

Your estate deserves better than a filing cabinet

EstateGrid is the dashboard you wish existed. Built for estate owners who want clarity across homes, insurance, and trusts.