Legacy Asset Locator
If You Died Today, Would Your Loved Ones Know What You Own - or Would Everything Be Lost?
Most families have no roadmap to your assets. The Legacy Asset Locator fixes that.
You’ve worked your whole life to build a legacy for your family - but right now they have no way to find everything you own if you die.
The Legacy Asset Locator is a guided system that builds a list of ALL of your physical and digital assets in one document - without passwords or personal details - and then distributes it to the people who matter most, so there is zero guesswork.
(No payment required)
Create a living list of what you own and where it lives
All Sensitive data remains safe in your own digital vault (not in the Legacy Asset Locator)
Give your family clarity instead of chaos during grieving
The emotional relief of being organized is immeasurable.
Give your family the peace of mind that your legacy deserves.
🛡️Security & Privacy Standards
Security you can trust.
AES-256 encryption for data at rest
Encrypted transmission for all updates
Zero password storage - we never collect logins or sensitive credentials)
User-controlled sharing - you choose who receives your Locator and when
Here's How It Works
1. Guided Intake Setup (15–30 minutes)
Answer simple guided questions across five logical categories to comprehensively list what you own, where it lives, and any beneficiaries.
2. Smart Structuring
These categorized answers are formatted into an easy-to-read, secure, non-sensitive “Asset Locator.” PDF
3. Quarterly Nudges
You’ll be reminded every three months to confirm or update anything that’s changed. Updates take five minutes and keeps your asset list living, not forgotten.
4. Secure Distribution
The read-only PDF is shared (per your rules) with your executor, lawyer, or trusted contact(s) - version-controlled and time-stamped.
Your asset locator simply updates with your life.
Will Vs Legacy Asset Locator
(Why you need both)
Accounts, Policies, Wallets, Domains, and Documents live in 20 different places.
Scraps of paper, folders under beds, multiple apps, inboxes, and files - all under different logins, buried in different systems.
If you don't create a centralized record:
Fees keep charging. Policies get missed. Assets get lost.
Every year, millions in “unclaimed” money piles up
Most Families Aren’t Missing a Will - They’re Missing a Complete Life Inventory.
A will tells your family who gets what.
A Life Inventory tells them what actually exists — and where to find it.
1. Money Accounts
Everything that moves money in or out of your life.
Banks & savings accounts
Brokerage & investment accounts
Retirement funds (401k/IRA)
PayPal, Venmo, Cash App balances
Crypto wallets and exchanges
2. Insurance & Benefits
lost assets if your family doesn't know about them.
Life & disability insurance
Employer benefits
Pensions & survivors’ benefits
Annuities
HSA/medical reimbursements
3. Property & Possessions
The physical world you leave behind.
Real estate & deeds
Vehicles & titles
Safe deposit boxes
Valuable items
Storage units
4. Digital Presence
Accounts you use and recurring payments
Email, cloud storage, photo libraries
Social accounts & digital legacy settings
Subscriptions, memberships, apps, VPNs
Domain names, website hosting
Rewards: points, miles, credits
5. Personal & Legacy Items
The important things only you know about.
Important documents (wills, trusts, IDs
Key contacts (lawyer, accountant, advisors)
Personal wishes & instructions
Household “how-to” (accounts, services, maintenance)
Sentimental items to pass down
Missing even one of them creates stress, delays, or lost assets.
The Legacy Asset Locator captures all five in one guided flow - so nothing gets missed.
Don't add to the statistics because you didn't take action in the living years:
40% of spouses DON'T know about all existing assets.
In 2025 Forgotten retirement accounts now exceed $2.1 trillion.
Only 32% of Americans have a plan to inform loved ones of assets.
Fewer than one in six plans include digital assets.
(social accounts, domains, crypto)
One in seven Americans have some sort of unclaimed asset.
Why Missing Assets Make Probate Slow, Stressful, and Expensive
Probate courts don’t tell you what exists - your executor has to find it.
And here’s what almost no one realises: Assets with a named beneficiary skip probate entirely - saving months of delays and thousands in fees.
The Legacy Asset Locator helps you by prompting if you have beneficiaries designated: If you're unsure or don't know, it creates a 'To Do List' for you so you can address the unknowns.
You can’t avoid probate - but you can avoid expensive probate.
Organisation today = massive time and money saved for your family later.
Outcome
“Nothing lives only in my head anymore.”
Setup is simple and fast.
Updates in minutes.
Your executor has the map.
Your lawyer knows where everything is.
Your family has one less thing to worry about when the time comes.
Emotional relief knowing everything is documented
Features & Benefits
Minimal data entry
Fast initial data entry via chatbot. Keep secrets in your password manager; we just point to them.
Quarterly nudges
5-minute reviews keep it current.
Version controlled
See what changed and when.
Secure distribution
Right info, right person, right time.
Covers the real world
Bank/broker/crypto, insurance/pensions, property, subscriptions, domains, cloud, socials, documents
What You Get Today
(when you join the waitlist)
Lock in early-adopter pricing:
$39 at launch + $5/quarter thereafter. Your rate is locked; you won’t be charged now.
Instant Starter Kit:
The Starter Kit gives you the first steps toward organizing the only list that actually matters when you’re gone - the one your executor will rely on.
Secure Vault Setup
How to choose and configure a password manager (with a vendor-agnostic guide; LastPass example shown).
Why Executors Feel Lost
How to help your executor understand the assets you own and how to manage them.
Legacy Settings Guide (phones & email accounts)
Step-by-step guide to set designated contacts and inactive-account rules for your devices and key platforms.
10-Places Money Hides
Often-forgotten places like insurers, old 401(k)s, unclaimed funds checks, etc.
Reduce Probate Costs/Increase Speed
Tips on how to reduce what assets go through probate.
(No payment required)
Trust & Safety
Encrypted by Design
Zero Passwords Stored
Read-Only PDF Output
User-Controlled Sharing
No Sensitive Data Collected
About the Founder
Hi, I’m Steve - the person behind Done Once Lab.
For more than 20 years, I worked in the defense sector, where attention to detail wasn’t optional. Everything had to be planned, documented, and organized across teams and systems. That mindset shaped how I run my own life.
But even with my own digital vault, clear folders, and personal workflows, I had a moment that stopped me cold:
If I dropped dead tomorrow… would my wife actually know where everything is?
The bank & investment accounts?
The insurance policies?
The cloud storage?
The subscriptions?
The digital accounts?
The random places we have money?
I realized, sadly, the answer was probably not.
Not because she isn’t capable - but because modern life is scattered across dozens of apps, inboxes, and accounts. We're not unique - most families are in the exact same position.
That felt awkward to me.
I care about people.
I care about not leaving a mess behind.
If we know we can do better for the people we love, we should.
That’s why I built the Legacy Asset Locator - a simple, guided way to capture the things your executor will desperately need, but would have no easy way to find. No passwords. No sensitive data. Just clarity.
Not everyone has a detail-oriented person in the family.
So I built the tool I wished already existed - a kind of virtual executor - to help every family close the loop with less stress, fewer delays, and far more peace of mind.
Do it once. Set it up right. Never worry about it again.
That’s the mission behind Done Once Lab.
FAQs
Your Questions, Answered - Because Peace of Mind Should Be Simple.
Is this a will?
No. It’s the companion to your will: a living index that helps your people find your assets fast after you're gone.
Do you store passwords or bank logins?
No. We store pointers to your vault (e.g. Lastpass) and “how to find assets” - never raw secrets.
How long will setup take at launch?
Most people can do a first pass in 15–30 minutes, then quick quarterly check-ins.
What format is the Asset Locator generated in?
Read only PDF with version history.
Can my Lawyer/Executor add notes?
Not at this time. We are working on this feature.
Why should I care about having a Legacy Asset Locator?
Wills don’t tell people where everything is or how to gain access. Trusts don't do this either. This will be the responsibility of your executor to piece all of this together - don't put this burden on someone you love.
What if I change my mind later
You can edit or delete your locator anytime; you’re in control. If you distributed you Legacy Asset Locator once, you're 99% ahead of most people!
Still Have Questions
If you have questions that aren't answered above, please feel free to reach out to us at the email address below.
Contact Us
Beta-Phase Disclaimer:
The Legacy Asset Locator is currently in a beta research phase. This page is intended for concept validation only. We do not collect or store any personal financial data at this stage. Final security safeguards - including encryption, user-controlled distribution, and professional liability coverage - will be implemented before the full version is released. Nothing on this site constitutes legal, financial, or estate-planning advice.