Guv1 Digital logo
Estate Clarity OSby Guv1 Digital

Your estate, organized — before someone else has to do it

Estate Clarity OS is a private, AI-assisted estate planning organizer. Inventory your assets, map your people, settle your decisions, and produce a clear summary your executor can actually use.

Your data stays on your computer — no accounts, no cloud
Estate Clarity OS — Dashboard
📊 Dashboard
🏦 Assets
👥 People
⚖️ Decisions
📊 Dashboard
🏦 Assets
👥 People
⚖️ Decisions
📁 Documents
6
Assets logged
4
People mapped
68%
Complete
Gap alerts
Guardian for Emma
No guardian named yet
Missing
401(k) beneficiary
Not confirmed
Check
Executor named
Robert J. Smith
Settled ✓
📊 Dashboard
🏦 Assets
👥 People
⚖️ Decisions
📁 Documents
Assets (6)
AssetTypeExec Ready
Family HomePropertyReady
401(k)RetirementReview
CheckingBankReady
Life InsuranceInsuranceMissing
📊 Dashboard
🏦 Assets
👥 People
⚖️ Decisions
📁 Documents
People (4)
👩
Jane Smith
Spouse · Beneficiary
Primary
👨
Robert Smith
Sibling · Executor
★ Executor
👧
Emma Smith
Child · Minor (11)
Guardian?
👩
Sarah Chen
Friend · Beneficiary
Ready
📊 Dashboard
🏦 Assets
👥 People
⚖️ Decisions
📁 Documents
Decisions (3)
Executor named
Robert J. Smith
Settled ✓
Guardian for Emma
⚠ Attorney flagged
In progress
Healthcare directive
Not yet discussed
Pending

Built for estate planning — not adapted from something else

📋 Paper worksheets & generic templates

  • Static — no live completeness tracking or gap alerts
  • No executor-ready output — someone has to transcribe it
  • Assets, people, and decisions are scattered across pages
  • No AI integration — you figure out what questions to ask
  • No attorney-flag system to track professional review items
  • Easily lost, out of date, or locked in a filing cabinet
  • No backup system
  • Generic categories — not built for the actual estate process

🏛 Estate Clarity OS — from $17

  • Live Dashboard with completeness scores and color-coded gap alerts
  • One-click Executor Report — formatted, printable, shareable
  • All four domains linked: assets ↔ people ↔ decisions ↔ documents
  • 7 AI prompt templates built from your actual estate data
  • Attorney-flag column — mark what needs professional review
  • Local-first — your data never leaves your device
  • Auto-backup system keeps dated copies (Core & Premium)
  • Designed around the estate process — assets, beneficiaries, POA, guardianship

A complete system — not just a spreadsheet

Estate Clarity OS gives you a structured way to capture everything that matters — and a clean output your executor and attorney can actually use.

  • 10-tab organized system (Google Sheets + Excel editions)
  • Dashboard with live completeness scoring and gap alerts
  • Executor-ready summary report — formatted for printing and sharing
  • AI Interview prompt pack — guided sessions with Claude or ChatGPT
  • Attorney-flag system for decisions that need professional review
  • Document location tracker with access instructions
  • Privacy-first: 100% local, no logins, no data sent anywhere
  • Built-in instructions tab — no external guide to lose
Choose your tier
The 10-tab system
HOME
Readiness at a glance + alerts
SETTINGS
Personalize currency, name, preferences
Assets
Accounts, property, valuables
People
Beneficiaries, executors, dependents
Decisions
Settled choices + open items
Documents
Where they live + who can access
AI Interview Log
Record sessions and gaps
Dashboard
Scores, alerts, executor checklist
AI Prompts
Copy-paste prompts for ChatGPT/Claude
INSTRUCTIONS
Built-in guide, always accessible

One-time purchase. No subscriptions.

Choose the tier that fits where you are. All tiers include the same 10-tab system and privacy guarantee.

Starter
Spreadsheet Only
For those comfortable in Excel or Google Sheets.
$17
One-time · Personal licence
  • 10-tab Google Sheets workbook
  • 10-tab Excel workbook
  • Dashboard with live scoring
  • 7 AI prompt templates
  • Built-in instructions tab
Buy on Etsy →
Premium
HTML App + Spreadsheet
The full system plus a clean browser-based UI for easier navigation.
$77
One-time · Personal licence
  • Everything in Core
  • HTML app (browser-based UI)
  • Clean navigation — no tab-switching
  • Works offline, no install required
  • Future module updates included
Buy on Etsy →

After purchase, activate at digital.guv1.com/register

Get organized in three steps

No estate planning knowledge required to get started.

1

Open and add your information

Open the spreadsheet in Google Sheets or Excel, or the HTML app in Chrome or Edge. Start with Assets — list every account, property, and valuable you want your estate to handle. The HOME tab shows your completion percentage as you go.

2

Use AI to fill the gaps

The AI Prompts tab generates ready-made prompts from your real data. Paste one into Claude or ChatGPT and it will interview you through the gaps — guardianship decisions, beneficiary designations, document locations. No estate planning knowledge required.

3

Produce an executor-ready summary

The Dashboard shows completeness scores and gap alerts. When you're ready, print the Executor Report — a clean, formatted summary your executor, spouse, or attorney can actually use. No spreadsheet knowledge required on their end.

Your estate data is nobody else's business.

Estate planning data is some of the most sensitive information you have. We've designed this so none of it ever touches our servers — or anyone else's.

💾

Local-first

Your data lives in an Excel file on your own device or your Google Drive. We have no server copy, no ability to see it, and no way to lose it for you.

🔌

Offline by default

The spreadsheet and HTML app work entirely offline. Internet is only used for optional registration and version checks — nothing is sent automatically.

🚫

No accounts, no subscriptions

One purchase, one file, one personal licence. No monthly fees, no login to maintain. You bought it — it's yours, forever, with no strings attached.

What you need to get started

Estate Clarity OS works in your existing spreadsheet app — and the HTML app (Premium tier) runs directly in your browser.

📊

Spreadsheet app (Starter & Core)

Google Sheets: Works in any browser on any device. Open the file in your Google Drive — no installation needed.

Microsoft Excel: Excel 2016 or later recommended. No macros or add-ins required.

🖥️

Browser (Premium HTML app)

Recommended: Google Chrome 86+ or Microsoft Edge 86+ — these support auto-save so your data is written back as you work.

Also works: Safari and Firefox, with manual export each session.

💾

Data storage

Your data lives in a standard .xlsx file. Store it wherever you like — local drive, Google Drive, OneDrive, USB. There's no cloud account to create or maintain.

🌐

Internet

Only needed for Google Sheets access, initial registration (one-time), and optional version update checks. The HTML app works completely offline once downloaded.

Common questions

More detailed answers are on our Support page.

Do I need legal knowledge to use this?

No. Estate Clarity OS organizes what you already know or need to find out. It flags decisions that need an attorney — but filling in the spreadsheet doesn't require one. Think of it as showing up to your attorney meeting already prepared.

Is this a replacement for an estate attorney?

No, and it doesn't try to be. It helps you gather and organize the information your attorney will ask for — reducing billable time and ensuring nothing gets missed. A will, trust, or POA still requires a licensed attorney.

How is this different from a printed worksheet?

It's live. The Dashboard updates as you fill things in, showing completion scores and gap alerts. The AI prompts generate from your actual data. And the Executor Report formats automatically — no manual transcription.

What if I lose my licence key?

Visit digital.guv1.com/register/lookup and enter your registered email address — we'll send your key.

Can I use it on multiple computers?

Yes, for personal use on devices you personally control. Copy the files to the new device. For Google Sheets, it's already in your Drive — just open it.

Is my estate data private?

Yes. The spreadsheet lives in your Google Drive or on your computer. The HTML app stores data in a local file. We have no server copy. See our Privacy Policy or use our Data & Privacy portal.

What's the difference between the tiers?

Starter is the raw spreadsheet — ideal if you're comfortable in Excel/Google Sheets. Core adds the executor report, guided tours, tooltips, and auto-backup. Premium adds the HTML browser app with a clean UI for people who find spreadsheet navigation harder.

Is there a subscription or renewal fee?

No. One-time purchase, personal licence. Future major versions may be sold separately, but your existing licence is never revoked and the product continues to work.