Everything Your Loved Ones Need, Organized When It Matters Most.
Estate Plan Binder replaces disorganized filing cabinets and lost paperwork with a modern, centralized online binder for your wills, trusts, policies, accounts, and critical family directives.
An Invitation from Rick Valdez & Eliane Nassif
"I’d like to invite you to become a Founding Beta Tester of Estate Plan Binder, a new online application we’re developing to help individuals and families organize their important estate planning information."
We’re currently beta testing the application and inviting a group of friends, family, and trusted peers to try it out, share their experiences, and help us make it better before we introduce it to the general public.
You don’t need to be a technology expert or an estate planning professional. We’re especially interested in feedback from everyday individuals and families who want a better way to organize their important information.
While it will eventually become a paid subscription, Founding Beta Testers retain free access for the life of the product.
Your comments, suggestions, and real-life ideas directly dictate our roadmap and upcoming features.
Explore the secure portal and begin centralizing your family's vital information ahead of the public launch.
What is Estate Plan Binder?
A convenient, centralized digital vault designed to organize all personal and estate planning records, giving your family clarity when they need it most.
Legal Documents & Wills
Log the exact locations, attorney contacts, execution dates, and notes for Last Wills & Testaments, Revocable Living Trusts, and Powers of Attorney.
- Will & trust storage locations
- Designated executors & trustees
- Attorney contact info
Financial Accounts & Assets
Centralize bank accounts, brokerage portfolios, retirement pensions, safe deposit boxes, real estate holdings, and business interests.
- Bank and investment directories
- Safe deposit boxes & key holders
- Real estate deed references
Insurance Policies
Keep life insurance policies, disability coverage, annuities, and health directives clearly indexed with policy numbers and named beneficiaries.
- Term & whole life policy records
- Primary & contingent beneficiaries
- Agent contact details
Digital Accounts & Access
Help family members discover online accounts, email subscriptions, digital photo archives, and password manager recovery keys without guessing.
- Digital identity inventory
- Legacy contact instructions
- Critical subscription list
Healthcare Directives & Wishes
Provide crystal-clear guidance regarding medical power of attorney, living wills, organ donation, and personal memorial or funeral preferences.
- Healthcare proxy designations
- Living will preferences
- Personal wishes & family letters
60-Day Export Guarantee
You always own your data. Download your complete binder anytime in universally accessible formats for safe offline storage.
- 60 days advance notice guarantee
- One-click comprehensive export
- Never locked in
How Estate Plan Binder Works
We took the thick, overwhelming three-ring binder of the past and turned it into a calm, step-by-step digital companion.
Step-by-Step Prompts
Log in and follow straightforward guided prompts. Enter details at your own pace — from attorneys and policy numbers to where the physical keys are kept.
Centralized & Structured
Estate Plan Binder automatically arranges your entries into categorized chapters matching standard estate planning best practices.
Family Peace of Mind
Your family or trusted executor has an exact roadmap of what exists, where it is located, and who to contact when the time comes.
Giving Your Family a Road Map Instead of a Guessing Game.
When a family member passes away or faces a medical emergency, grieving loved ones often spend weeks searching through dusty closets, old tax files, and locked phones trying to find basic account numbers and policy details.
Our goal at Corsair M360 is simple: make it effortless to keep important information organized and ensure loved ones know where to find it when it matters most.
What if Estate Plan Binder is discontinued?
As with any software product, continued availability depends on user interest and the resources required to maintain and support the service. If Corsair M360, Inc. determines that Estate Plan Binder must be discontinued:
We will provide at least 60 days' written notice before removing the application from public access.
During that 60-day period, you'll have the opportunity to download the most recent version of your binder so you retain your complete information after the online service ends.
We always recommend keeping your downloaded binder in a secure location and maintaining your own physical or encrypted backup of important information and original documents.
Ready to Get Started with Your Estate Plan Binder?
Join Rick Valdez and Eliane Nassif as a Founding Beta Tester. Help shape the future of family estate organization and secure complimentary access for the life of the product.
Feedback can also be emailed directly to esbinder@corsairM360.com