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.
| Asset | Type | Exec Ready |
|---|---|---|
| Family Home | Property | Ready |
| 401(k) | Retirement | Review |
| Checking | Bank | Ready |
| Life Insurance | Insurance | Missing |
Estate Clarity OS gives you a structured way to capture everything that matters — and a clean output your executor and attorney can actually use.
Choose the tier that fits where you are. All tiers include the same 10-tab system and privacy guarantee.
After purchase, activate at digital.guv1.com/register
No estate planning knowledge required to get started.
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.
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.
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.
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.
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.
The spreadsheet and HTML app work entirely offline. Internet is only used for optional registration and version checks — nothing is sent automatically.
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.
Estate Clarity OS works in your existing spreadsheet app — and the HTML app (Premium tier) runs directly in your browser.
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.
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.
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.
Only needed for Google Sheets access, initial registration (one-time), and optional version update checks. The HTML app works completely offline once downloaded.
More detailed answers are on our Support page.
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.
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.
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.
Visit digital.guv1.com/register/lookup and enter your registered email address — we'll send your key.
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.
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.
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.
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.