Estate Preparation Guide (MAC OS &.PC Version)

"Give your family the gift of peace of mind with our Estate Preparation Guide. This comprehensive PBT tool serves as a secure, organized hub for all your important estate details—accounts, passwords, major bills, and more. With dynamic linking, your loved ones will have easy access to all the information they need to manage your assets confidently when the time comes. Our guide also offers advanced password protection to keep sensitive data safe. By preparing today, you’re ensuring that your family can focus on what truly matters, knowing everything is taken care of."