Mitzi is a modern digital platform specializing in estate planning, designed to help individuals and families create, manage, and update essential legal documents with clarity and ease. It stands out by offering a user-friendly, procrastination-proof approach that transforms the often complex and emotional process of end-of-life planning into a streamlined, accessible experience.
The platform provides step-by-step guidance to demystify legal and financial concepts, supporting users through emotional decisions while keeping all important information securely stored in a protected digital vault. Mitzi is tailored for individuals and families seeking to avoid the economic and emotional toll of inadequate planning, with a focus on intuitive tools, automated reminders, and plain-English document drafting that evolves with life changes.
Services Offered
- Estate planning
- Will creation
- Trust creation
- Powers of attorney
- Financial snapshots
- Digital document vault
- Automated plan updates and reminders
- Emergency binder checklist
- Customized Prepare to Plan checklist
- Educational resources and planning library
While Mitzi is not a law firm and does not provide legal advice, it serves as a comprehensive planning partner, offering tools and resources to help users prepare effectively before consulting with licensed professionals in their jurisdiction.
