Essential Tools for Estate Planning and Executor Duties

Interactive checklists and our intuitive Asset Manager tool give you the confidence and resources to help you plan an estate or settle an existing one.

Estate Planning and Executor ChecklistsFREE

Helpful interactive checklists ensure you take all the right steps along the way.

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Step-by-Step Guides

Step-by-Step Guides

Easily manage your estate planning or executor duties by following simple, straightforward steps.

Linked Articles

Linked Articles

Gain additional insights and understanding along the way from relevant, easy-to-read articles.

Progress Tracking

Progress Tracking

Ensure you are on track and nearing your goal with our convenient progress tracker.

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Make Estate Management Easier with Asset Manager* Fees may apply

Asset Manager streamlines the estate management process, helping you collect all of your important asset information and essential contacts in one place. Asset Manager makes it easier to organize your thoughts, maintain documents and take care of your responsibilities.

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Comprehensive Asset Library

Identifying, locating and valuing assets is often the hardest part of settling an estate. Asset Manager makes it simple, allowing you to organize assets into one intuitive online catalog. Include photos, value estimates, history and sentimental value, who should receive it, even a personal note to the beneficiary.

Trusted Contacts

Successfully settling an estate often requires input from multiple people. Asset Manager’s trusted contacts feature allows you to build a list of family members, attorneys, financial planners and others with a stake in the estate. You can even invite individual contacts to help you with the process.

Helpful Mobile App

Our convenient mobile app lets you carry Asset Manager anywhere you go. Take photos of assets right from your smartphone or tablet and upload them to your Asset Manager account. Add asset details while they are fresh in your mind. Like all of Asset Manager, the mobile app is secure and easy to use.

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With Fifth Third Bank LegacyLink, you are never alone. Our team of advisors are here to help you.

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Fifth Third Bank LegacyLink is designed with your privacy and security in mind, so you can rest assured that your personal data is always protected.

Free
  • Step-by-step estate planning or executor checklist
  • Helpful, easy-to-read articles
  • Convenient progress tracker
  • Access to Fifth Third Bank financial advisors
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* You can always add Asset Manager later
$99per year
  • Step-by-step estate planning or executor checklist
  • Helpful, easy-to-read articles
  • Convenient progress tracker
  • Access to Fifth Third Bank financial advisors
  • Asset Manager digital catalog builder
  • Asset Manager trusted contacts
  • Asset Manager mobile app
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Notices & Disclosures
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