More than a will. A way forward.
Meet,
a digital platform that helps you seamlessly create, manage, and update estate plans over time.
Ready to start planning? While Mitzi is in development, take the first step with our free quiz. You’ll get a customized Prepare to Plan checklist in minutes.
Everyone needs a plan
Yet nearly 70% of Americans don’t have one - leaving loved ones to bear the burden of billions lost in avoidable probate costs, legal fees, undiscovered assets, and family stress.
At Mitzi, we guide you through the entire process, so you and your loved ones can avoid the economic and emotional toll of planning failures.
Mitzi is Smart, Simple, and Designed for You
A partner in planning
Step-by-step education that demystifies common legal and financial concepts, with support for the human side of decisions
Everything in one place, at all times
All your important documents and information in one protected digital vault
Procrastination-proof
Intuitive tools and prompts to guide you and avoid common roadblocks
Essential Documents
Easily create all the documents you need— your will, trust, powers of attorney, and financial snapshots—written in plain English and tailored to your needs
Peace of mind, out of mind
Automated reminders ensure your plan keeps pace with your life stages and updates if needed
