go forward.Private estate workspace
Build my plan

Pricing

Start free. Unlock the workspace when you need it.

The plan, urgent guidance, and grief-aware explanations stay free. Go Forward Workspace is a one-time purchase for the operational tools that help you save, organize, prepare, track, share, and export the work.

Free guidance

Clarity first

  • Personalized intake and urgent first steps
  • Educational guidance and grief-aware explanations
  • Emotional support and family-notification drafting
  • Guide articles and probate education
  • Professional referrals only when you explicitly ask

Go Forward Workspace

Then get it done

  • Full plan sequencing beyond the urgent preview
  • Document workspace for death certificates, wills, policies, deeds, and account records
  • Prepared letters, forms, packets, and printable checklists
  • Institution tracker for banks, insurers, government agencies, utilities, and subscriptions
  • Progress saving, workspace export, reminders, and helper sharing

What unlocks

Concrete artifacts, not just a longer checklist.

Death certificate tracker

SSA survivor benefits packet

Life insurance claim cover letter

Bank and account notification letters

Executor handoff archive

Workspace PDF export