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.See How It Works
Easily manage your estate planning or executor duties by following simple, straightforward steps.
Gain additional insights and understanding along the way from relevant, easy-to-read articles.
Ensure you are on track and nearing your goal with our convenient progress tracker.
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.See How It Works
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.
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.
Ask an Advisor
With Fifth Third Bank LegacyLink, you are never alone. Our team of advisors are here to help you.