When your plan shows up for your family,
even though you can't.
The Executor Plan is the product that uses your Last Treasure Map™ — a secure, time-bound portal that guides your executor through the nine months after your loss, week by week, with the right phone numbers and documents already in place.
No other platform in North America has built this. And it's free with your Complete or Couples plan.
Competitors help you create documents. iFinallyWill helps your family navigate what happens next.
Today, being an executor means drowning in a 9-month paperwork storm.
Every estate platform in this market has the same blind spot: they think the product is the document. But the document is only useful once, and only if it can be found. The real product is the experience of the executor on the day that matters. And no one has built it.
Executors don't fail because they don't care. They fail because no one left them a map.
Five things derail almost every estate. The Executor Plan is built to remove each one before it ever starts.
Five principles, designed for a human being in crisis.
The Executor Plan is not a PDF and not a checklist. It's a guided workflow that meets the executor where they are — in shock, on the phone, making 40 decisions in the first 48 hours.
Five phases. Nine months. One calendar that just shows up every week.
From Week 1 crisis to Month 9+ distribution, the Executor Plan walks your executor through each stage with the tasks, people, and documents they need at that moment — and only that moment.
Here's what Week 1 actually looks like.
Monday morning. The executor logs in. Five items are visible on their screen. Not fifty. Not a folder to rummage through. Five.
Five items. Each clickable. Each with the right phone number, the right document, the right context. No menu. No search. No “where was that list again?”
Pulls from your other iFW products. Never asks your executor to gather anything.
The Executor Plan is the product that finally makes sense of everything else you built while you were alive. Nothing gets asked twice. Nothing gets stored in two places.
- Executor identity & authentication
- Alternate executors
- Trust structure (if any)
- Named guardians
- Beneficiary list
- Every institutional contact
- Real estate & title documents
- Business interests
- Advisor roster
- Safe & safety deposit locations
- Funeral & memorial preferences
- Your message to the executor
- Release rules for every media item
- Pet care instructions
- Digital legacy wishes
- Insurance policies in place
- Liquidity plan funded
- Advisor relationship active (Donsky / Barrett / VIP)
- Trust structures set up if needed
Honest roadmap. Dates we expect to hit.
The Executor Plan is the most sensitive surface in the iFW product stack. We are building it deliberately, with security requirements from day one. Here's what's coming and when.
- Executor provisioning at will-signing
- Admin-reviewed death confirmation
- Week 1, Month 1, Months 2–3 task model
- Will / Last Treasure Map / Legacy Letter read-only surfaces
- Hardware MFA + immutable audit log
- Your matched advisor surfaced as Week 1 first call
- Phases 3–9 and 9+ complete
- Family read-only progress tracker
- Life-event triggers honored
- Co-executor support
- Jurisdiction-specific templates (Quebec notarial, U.S. state probate)
- Government death registry integration
- AI-assisted task prioritization
- Direct institutional integrations (banks)
- Automated beneficiary notifications (opt-in)
Join the Executor Plan launch waitlist.
We'll notify you the moment v1 opens. Existing Complete & Couples users get access automatically.
“We help you plan your estate. And then — on the most important day — you're not there.”
“We help you plan your estate. And on the most important day, your plan shows up for your family — even though you can't.”
That's the Executor Plan. That's why we're building it.
The Executor Plan is in active development. Target v1 ship: Q3 2026. Features and timing subject to change.