Estate Planning Simplified
Personalized guidance tailored to each family's unique circumstances, offering clear recommendations on which documents to track, when to update them, and who to share them with.
From Overwhelmed to Organized
Like a paint-by-numbers kit transforms a blank canvas into a masterpiece, NextDot guides you step-by-step from uncertainty to clarity
Estate planning feels like staring at an empty canvas with no brush, no paint, and no idea where to start.
Lost & Confused
Which documents do I even need? Where do I start?
Anxious & Worried
What if I forget something critical for my family?
Overwhelmed & Stuck
Too many decisions, too much legal jargon, no clear path
Procrastinating
It's too complicated, I'll deal with it later...
Follow the numbered steps. Fill in each section. Watch your estate plan come together beautifully.
Clear & Guided
Step-by-step instructions show you exactly what to do next
Confident & Assured
Know you're covering everything your family needs
Organized & In Control
Simple prompts guide you through complex topics with ease
Peace of Mind
Sleep soundly knowing your family is protected
Your Estate Plan Paint-by-Numbers Kit
Remember paint-by-numbers? You didn't need to be an artist. You just followed the numbers, filled in the colors, and created something beautiful. NextDot works the same way — we've outlined the canvas, numbered the steps, and prepared everything you need. All you do is follow along, and before you know it, your family's future is secure and organized.
Get Started Now"Only put off until tomorrow what you are willing to die having left undone."— Pablo Picasso
Highlights the urgency and finality of not preparing for life's transitions. It emphasizes that putting things off can lead to leaving important tasks incomplete, which can cause significant stress and burden for loved ones.
Everything you need for peace of mind
Comprehensive estate planning tools designed to protect your family's future
Keep your family informed and organized with secure access and clear locations.
Intelligent suggestions based on your unique family situation and life stages.
Manage life events, important updates and changes to your unique family situation with regular reviews.
Explanations provide context to why each action is important, coupled with the associated risks for your family.
Choose Your Path to Peace of Mind
Whether you need step-by-step guidance or prefer to move quickly, NextDot adapts to your style
The Guided Path
For those who need clarity and direction
Step-by-Step Guidance
Like paint-by-numbers, follow clear instructions for each document
Detailed Explanations
Understand why each document matters with clear context
No Overwhelm
Focus on one action at a time, at your own pace
Perfect for: those feeling unsure, or anyone who wants comprehensive guidance
The Power User Path
For those who want to move quickly
Overview Dashboard
See all your tasks at a glance and tackle multiple items
Filter and Focus
Organize by pillar, owner, or document type for efficiency
Progress Tracking
Monitor completed vs pending items and move fast
Perfect for: Confident returning users, or those who prefer a bird's eye view
The Best Part? You Can Switch Between Both
Start with guided steps when you need clarity, then switch to the overview when you're ready to move faster. NextDot adapts to your needs at every stage of your estate planning journey.
Comprehensive estate planning made simple
Discover how NextDot guides you through every step of organizing your estate planning for your family's future
Home
Nudges allow you to store and record the next most important estate planning document, making these easy to find and manage.
"The best time to plant a tree was 20 years ago. The second best time is now."— Chinese Proverb
Suggestions
NextDot assesses gaps in your records and provides suggestions for you to consider as important action steps.
"An ounce of prevention is worth a pound of cure."— Benjamin Franklin
Goals
As you record documents, specific life event needs are completed - Goals provide your family with a view of these along your journey.
"A goal without a plan is just a wish."— Antoine de Saint-Exupéry
Overview
Stay on top of your estate planning progress with a visual dashboard.
"What gets measured gets managed."— Peter Drucker
What our families are saying
Real stories from families who have found peace of mind with NextDot
NextDot quietly solves one of life's most overwhelming problems - helping families like mine prepare for the unexpected with clarity, trust, and dignity. It's a rare product that feels both emotionally grounding and practically useful — meeting people where they are, and guiding them forward without friction.
NextDot User
Understanding the Importance of Estate Documents
Essential documents that protect your family and ensure your wishes are honored
Why it matters
It gives you control and peace of mind, knowing your family won't face uncertainty.
Why it matters
A good Executor ensures your wishes are followed without unnecessary delays or disputes.
Why it matters
It keeps your finances and decisions in trusted hands, so you're not left vulnerable.
Why it matters
It takes the guesswork away from your family during emotional times and ensures your values guide your care.
Why it matters
It ensures your money goes exactly where you want, quickly and without complications.
Why it matters
It gives you confidence that your kids will be in good hands, no matter what happens.
Why it matters
It saves time and reduces stress for your loved ones when settling your affairs.
Why it matters
It's a way to protect your family from financial burdens during a tough time.
Ready to secure your family's future?
Join thousands of families who have already organized their estate planning with NextDot. Start your free trial today and gain peace of mind.
No credit card required