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A clear record of every account, where it is, and whether it bypasses probate.
Assetprint is a simple, comprehensive inventory of your financial assets. It organizes what you own, shows which accounts are set up to pass outside probate, and keeps the record ready for the person who will need it.
What goes in
Eight categories, unlimited accounts
For each account you record the institution, how the account is titled, the beneficiary if there is one, the last four digits of the account number, and its value. Never the full account number, and never a login.
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Checking and savings accounts
Individual, joint with rights of survivorship, payable on death, corporate
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Taxable investment
Brokerage and advisory accounts, including transfer on death registrations
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Retirement
IRAs of every kind, 401(k), 403(b), 457, pensions, Thrift Savings Plan
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Accounts for minors
UGMA and UTMA custodial accounts and 529 plans
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Business and trust accounts
Trusts under agreement or under will, corporations, LLCs
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Real assets
Residences, investment property, land, vehicles, collectibles, precious metals, cryptocurrency
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Insurance
Whole, term, universal, and variable life policies, with the death benefit
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Important legal documents
Will, trust agreement, durable and healthcare powers of attorney, tax returns, and where to find them
Probate Intelligence
Know which accounts are set up to pass outside probate
Whether an account goes through probate depends mostly on two things: how it is titled, and whether a beneficiary is named. Assetprint reads both for every account you enter and marks the result.
Bypasses probate Subject to probate
Most people discover the difference after a death, when a brokerage account titled in one name alone has to wait for the court while the same account with a transfer on death registration would have passed with a death certificate. Assetprint shows the difference now, while it can still be changed.
Probate Intelligence is an estimate based on the titling and beneficiary information you enter. State law and institution procedures vary. It is not legal advice; confirm changes to how an account is titled with a qualified professional.
| Account as set up | Result |
|---|---|
| Brokerage account, individual | Subject to probate |
| Brokerage account, individual with transfer on death | Bypasses probate |
| Checking account, joint with rights of survivorship | Bypasses probate |
| IRA or 401(k) with a named beneficiary | Bypasses probate |
| Life insurance with a named beneficiary | Bypasses probate |
| Real estate, tenants in common | Subject to probate |
| Real estate held in a trust or an LLC | Bypasses probate |
The Third Executor
One trusted person holds the key, and only after a verified claim
Your Third Executor is the person you choose to receive your Assetprint when the time comes. They are not your legal executor and they hold no authority over your accounts; they hold the map.
- Designate. You name your Third Executor in the app. They receive a notification explaining the role and a link to confirm it.
- Confirm. They confirm by email, and a member of our team follows up by phone to verify the designation.
- Claim. After a death, a claim is started with the owner's name and date of birth. The claim page gives the same response whether or not a record exists, so it cannot be used to discover who has an Assetprint.
- Verify. A secure, single use link goes to the Third Executor's email on file. They upload the death certificate.
- Review and deliver. A person reviews the claim. On approval, the Third Executor receives the authenticated delivery PDF with the complete record.
The Assetprint PDF
A document that can prove it has not been altered
Every Assetprint PDF carries a document ID, a watermark, and a QR code that links to a verification page. The page recomputes the document's fingerprint and reports one of three results: verified, integrity issue, or not found. Anyone holding the printed report can check it; nobody can learn anything from the check beyond the document's status and the name it was prepared for.
Treat printed reports like the sensitive documents they are. The verification link is the way to tell an original from a copy that has been edited.
Also in your plan
The Legacy Simulator shows how your assets are set up to move to the people you have named, and estimates what probate would cost your family if nothing changed, using published state fee schedules.
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.
Data security
What Assetprint does with your information, in plain terms
Assetprint collects the minimum it needs to outline your assets and assess probate status, and it never asks for a full account number or an online banking login.
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Encrypted in transit
All traffic to the service is encrypted with HTTPS and HSTS.
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No full account numbers
The app accepts at most the last four characters of an account number, and its storage is built so that a full number cannot be saved in that field.
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Passwords never stored
Passwords are stored only as one-way bcrypt hashes.
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Documents behind authentication
Uploaded documents live outside the public web directory and are served only through authenticated, access-controlled requests. Administrative access is restricted to authorized reviewers.
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People, not automation, review claims
A Third Executor claim is reviewed by a person after a death certificate is uploaded. No automated system or AI analyzes your documents.
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Payments by Stripe
Card details go to Stripe. Assetprint receives only a customer identifier and subscription status.
No security description is a guarantee. The full statement is in the Assetprint privacy policy.
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.
Create your Assetprint
Complete it at your own pace, update it whenever something changes, and keep it ready for the person who will need it.
Assetprint is an asset organization tool. It does not provide financial, legal, or estate planning advice. Consult a qualified professional for personalized guidance. Third Executor, LLC does not act as an executor, trustee, or fiduciary.