Monthly
$9.99 per month
Everything Assetprint offers, billed month to month.
Get started monthlyAssetprint by Third Executor
Architecting your legacy, one asset at a time.
See your probate exposure. Organize your assets. Know where you stand.
Get started See how Assetprint works
$9.99 per month or $99 per year. One plan, everything included.
Months and thousands of dollars, because nobody knew where the accounts were.
Many families spend months, and thousands of dollars, navigating probate because financial records were never organized. Assetprint gives your loved ones a clear view of what exists and where, and shows you now which accounts are set up to pass outside probate.
Bypasses probate Subject to probate
Why Assetprint
Everything you need to organize your assets
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Effortless organization
Document every asset in one secure place: bank and investment accounts, retirement plans, insurance policies, business and trust accounts, real assets, and the legal documents that go with them. Eight categories, unlimited accounts.
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Probate Intelligence
For every account, Assetprint shows whether it is set up to bypass probate or may be subject to it, based on how the account is titled and whether a beneficiary is named. Know exactly where you stand.
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The Third Executor
A trusted person who becomes the key holder to your financial blueprint. They are told about the role now and receive secure access only after a verified claim.
How it works
Five simple steps to full visibility
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List your accounts
Add your bank accounts, investments, retirement accounts, insurance policies, real assets, and important documents. Entry is manual, so nothing connects to your institutions.
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Select your Third Executor
Choose a trusted person to hold access to your financial blueprint. They are notified and asked to confirm, but they have no access until the time comes.
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Receive, review, store
Download your complete Assetprint PDF. Review it with your family and keep it with your other important papers.
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Executor notification
Your Third Executor receives a secure notification with instructions for accessing your Assetprint when the time comes.
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Delivery after a verified claim
After a death is reported and a death certificate is reviewed, your Third Executor receives the complete, organized record of what exists and where.
Pricing
One plan. Everything included.
Full Probate Intelligence, Third Executor protection, and an authenticated report. Pay monthly or save with annual.
Best value
Annual
$99 per year
The same full access, two months free when you pay annually.
Get started annualBoth plans include
- Unlimited accounts across all 8 categories
- Full Probate Intelligence: bypasses probate or subject to probate, for every account
- Third Executor designation and claim protection
- Authenticated Assetprint PDF delivery
- Legacy Simulator
No free tier. Cancel at any time from the billing portal in your account. Prices shown in US dollars; taxes may apply.
Settling an estate now?
If you are the one left to find the accounts
Our guide walks through the first four steps: the death certificate, identifying the financial assets, locating them, and consolidating and distributing them. It is free, and it was written for the week you are in.
Read Death. Now what? The person who died had an Assetprint? Start a claim
Start organizing your legacy today
Bring clarity to your financial legacy and protect what your loved ones will need to know.
Assetprint is an asset organization tool. It does not provide financial, legal, or estate planning advice. Consult a qualified professional for personalized guidance.