Use a private financial inventory organizer
Build a clear index of what exists, who owns it, and where the authoritative record lives. Entries remain in this browser unless you export them.
Open private financial inventory organizerPrivate financial inventory tools for a clearer financial life
Use them without an account. Inputs and calculations stay in your browser. Begin with the complete financial inventory organizer, or use the private net-worth calculator for a dated assets-minus-liabilities snapshot. Export only when a tool provides that option and you choose it.
Choose a tool by the job you need to finish
Each tool solves a different task and shows its limits before you use the result.
Calculate your net worth with a private calculator
A private, line-by-line snapshot with totals and a debt-to-asset ratio you can understand.
Open private net worth calculatorEstimate a life insurance gap with this calculator
Model the obligations a benefit would need to cover, then subtract resources earmarked for the same purpose.
Open life insurance gap calculatorUse a private debt inventory and APR comparison tool
Calculate total debt, required monthly payments, weighted APR, and an illustrative highest-rate-first comparison in your browser.
Open private debt inventory and apr comparison toolCreate a private estate document index
Create a discovery index for key documents and their locations - Without uploading the documents themselves.
Open private estate document index toolWhat “private” means here
These tools are designed as static browser applications. They do not send form values to our application server. Local saving is opt-in, is specific to this browser profile, and is unsuitable for shared devices. We never ask for passwords or full account numbers.