What Estate Untangled actually is, how the guided file comes together, exactly how your information is protected, and what your family or executor gets at the end of it.
Estate Untangled is a private, guided record of everything your family or executor would need if something happened to you: what you own, where your accounts are held, what's insured, what your wishes are, and where the important paperwork actually lives. You build it a little at a time through short guided conversations rather than a blank form, and it's kept current with a quick check-in every few months. Nothing is visible to anyone but you — until it needs to be.
Each one is a plain-language conversation, not a form — skip anything you're not ready for and come back later. Nothing has to be finished in one sitting.
Who this file is really for, and how to reach them.
Home, land, vehicles, anything of note.
Banks, pensions, investments, debts.
Life cover, home, funeral plans.
Email, cloud storage, direct debits to stop.
Will, power of attorney, where they're kept.
Funeral preferences, personal messages, pets.
A couple of minutes — email, password, done.
Guided questions, one topic at a time, in plain language.
Occasional check-ins catch what's changed, so nothing goes stale.
One briefing, released to your trusted contact once a claim is verified.
We'd rather explain this plainly than just show you a padlock icon.
Sensitive answers — account references, policy numbers, personal notes — are encrypted before they're stored, using AWS Key Management Service (KMS). Documents you upload are encrypted at rest the same way. The connection between your browser and our servers is secured with TLS, the same standard used for online banking.
What this does mean: your information isn't sitting in a plain spreadsheet, an unlocked drawer, or exposed to someone browsing the web or guessing a password.
Day to day, only you can see your own file. Your named trusted contact or executor gets access only after a death claim has been made and verified — never before, and never automatically.
The relief of knowing it's handled, instead of a vague intention to "sort it out someday."
Your executor isn't opening every drawer and letter to piece together what existed.
Small accounts and subscriptions get remembered, not just the big obvious things.
Everything in one place, organized by topic, instead of scattered across drawers and inboxes.
Occasional check-ins mean the file reflects your life now, not from three years ago.
Built at a steady pace ahead of time, or turned to directly if the moment's already here.
No. Estate Untangled is guidance and organization, not legal advice, and it doesn't replace a will or a solicitor. It's meant to sit alongside those — recording where your legal documents are and what else your family will need, not drafting them for you.
Your trusted contact gets in touch and their identity is verified, then they're guided through what's actually needed, step by step, in place of guesswork.
Yes — manage or cancel your subscription yourself at any time from a self-serve billing page. No calls, no lock-in.
Come back and update any answer whenever you like. Periodic check-ins also nudge you to review what might have changed.
On established, widely-used cloud infrastructure — the same category of providers many banks and hospitals rely on — not a server in a back room.