Estate Overview

A clear overview of what you own — and what others may need to know one day

Private by default. Share only if you choose.

Estate Overview

Important things deserve structure — not guesswork

Most people accumulate important assets, belongings, and responsibilities over a lifetime. Yet information is often scattered across folders, apps, drawers, and conversations.

When questions arise – whether tomorrow or years from now – clarity matters. Without it, even simple things can become difficult to understand or manage.

Meolea’s Estate Overview gives you a structured way to document what you own, what exists, and what others may need to know — in a form that can grow with you over time.

A foundation you can build on

Clear today, extensible tomorrow

The Estate Overview starts with clarity — but it’s designed to go further.

With Meolea, you can document:

  • physical assets and important belongings
  • accounts, subscriptions, and digital access points
  • documents, contracts, and references
  • notes about value, relevance, or handling

You decide how detailed you want to be today — and you can expand, refine, or structure things more deeply later as your needs change.

Fully private and secure, of course.

Reduce uncertainty — without locking yourself in

Estate planning is rarely “finished”. Assets change, documents evolve, and priorities shift.

The Estate Overview is designed to reflect that reality:

  • you can start simple
  • add structure gradually
  • include more detailed information over time

This makes it useful not only for unexpected situations, but also as a living overview you can maintain throughout your life.

100% secure and private

Your data is stored with maximum security in mind on private servers. Noone else but you and those you share it with can access your estate plans!

Data privacy matters to us!

Start with clarity. Grow with confidence.

You don’t need to capture everything today.

Many people begin with:

  • a few key assets
  • essential accounts
  • important items or documents

From there, the Estate Overview can grow into a more detailed, structured record — at your pace, and on your terms.

❤️ If you want a structured way to understand and document what you own, now and in the future, you can start your Estate Overview with Meolea today.

Frequently asked questions about the Estate Overview

Is this a legal estate plan or will?

No. The Estate Overview complements legal planning by providing structure and clarity around what exists.

Can I include values or detailed notes?

Yes. You can add as much context and detail as you want, and expand it over time.

Can I update the overview later?

Yes. It’s designed to be updated as your assets and situation change.

Is the Estate Overview private?

Yes. It is private by default and only shared if you choose.

Can trusted people access this later?

Only if you grant access. You stay in control at all times.