Looking Ahead

Looking Ahead is a smart & simple estate planning tool designed to save your loved ones stress, time & financial burden.

Simple to Use

Our straightforward application walks you through the steps of creating a comprehensive estate plan by organizing your affairs into three categories: Incapacitation, Death, & Legacy.

Looking Ahead features:

• Easily upload your critical documents & instructions
• Keep an inventory of your assets, accounts, and subscriptions with instructions on how to access them
• In the event of your incapacitation, your Power(s) of Attorney(s) will be contacted and given access to the applicable documents and information
• In the event of your passing, your Executor(s) will receive the information you provided to ensure that your wishes are respected and carried out
• Ensure your Professionals - financial advisor, estate lawyer, insurance broker, funeral home and accountant, etc. – are also notified to get a head start on expediting your estate plan
• Create and store Legacy videos, letters, and messages to be distributed to your loved ones in a timely manner
• All of your information can be accessed on your iPhone, iPad, or your computer’s web browser
• For added security, you can print a hard copy of your entire profile and store it in a customized binder (ordered directly through Looking Ahead)

Keep Your Estate Plan Current

Set personal reminders, which include:
(a) a personal dashboard to summarize your progress
(b) push notifications reminding you:
(i) about milestones
(ii) about partial or incomplete sections
(iii) to add new family members to your information (eg. spouse, children or
grandchildren)


Various Devices

Download the Looking Ahead app for your iPad and/or iPhone or use your web or mobile browser on your computer. The Looking Ahead app allows you to add your contacts, upload pictures and videos, dictate your information and receive notifications directly to your device. Update changes whenever and wherever as you're Looking Ahead Guide gets safely and conveniently stored in the cloud.

Try us, FREE for 7 days!