More than a will. A way forward.

Mitzi is a first-of-its kind digital life and legacy planning tool designed for women, meeting you at key life moments when planning naturally makes sense.

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Mitzi is launching soon – be the first to know!

Create a life and legacy plan to protect what matters most – yourself your family your pets your money your business your belongings your kids

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While Mitzi is in development, take our free planning quiz and receive a customized Prepare to Plan checklist to guide your next steps — no guesswork, just clear direction.

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Everyone needs a plan. At every stage of life.

A life and legacy plan (also known as an estate plan) is about more than just a will. It is an ongoing process of protecting what matters most. It determines:

Who makes decisions on your behalf

Who will care for your children & pets

Where your assets & belongings go

Smart, Simple, and Designed for You

Mitzi makes it easy to create and maintain your plan with:

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Adaptive Life Planning

Mitzi provides you with smart nudges when it’s time to update your plan (e.g., bought a house, had a baby) to keep your plan current.

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Step by Step Guidance

Behavioral science-backed tools to keep you on track.

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360* Personal Profile

Connects financial & legal details in one secure place.

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Lifelong Learning

Learn at your own pace with no jargon.

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Instant Legal Docs

Receive customized, lawyer-grade documents in plain English. Wills, Trusts, Powers of Attorney, Living Wills and consolidated Asset Summaries.

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Ongoing Support

Expert advice and a community of women supporting each other.

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Smart, Simple and Designed for You

Mitzi makes it easy to create and maintain your plan with:

Intuitive Onboarding & Guided Decision Support

Achievable steps to help you make confident decisions.

Smart Update System

Mitzi provides you with smart nudges when it’s time to update your plan (e.g., bought a house, had a baby) to keep your plan current.

Legal Documents in Plain English

Receive easy-to-understand, lawyer-grade customized documents in plain English.

Personalized Education

Building financial and planning literacy for life.

Mitzi’s approach makes planning straightforward, empowering, and continuous, without the complexity and cost of traditional services.

Coming Soon: Be the first to access Mitzi!

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Women Are Hit Hardest.

We live longer, manage more caregiving, and are often left to pick up the pieces during times of crisis or when plans fail.

The good news?

With Mitzi, you can take charge or planning for yourself and your family — no lawyer needed.

Plan at your own pace, from the comfort of your home, with all the support you need to check planning off your list for good.

Mitzi makes planning affordable, simple, and ongoing — without expensive legal fees.

Ready to start planning? While Mitzi is in development, take our quiz to get a free Prepare to Plan checklist and start your journey.

Coming soon. Sign up for updates.