PortaEstate’s 14-Tab Executor Binder

Why it surfaced

PortaEstate organizes the work into 14 concrete tabs, from a letter of intent and trusts to beneficiary designations, digital assets, funeral wishes, and contacts. Its plainspoken warnings about TOD and POD forms, countable assets, and the limits of New York law give the tool unusual practical seriousness.

A guided New York planning tool that helps families create an executor binder for someone who may need SSI, Medicaid, or OPWDD services.