Planned.
But Not Ready.
Most families don't know what they have - or how to access it - when it matters most.
Guidepost makes sure they do.
Many families have an estate plan.
Few are prepared for what happens next.
Even with advisors and documents in place, when something happens, families often don't know:
- What accounts exist
- Where they are held
- How to access them
- Who to call
As one estate attorney put it:
"We're often trying to piece everything together after the fact."
That's where families get stuck.
Executors Are Unprepared
The person responsible is rarely prepared.
Executors often:
- Don't know they have been selected
- Haven't seen key documents
- Don't understand the process
- Are figuring everything out under pressue
And they are expected to get it right.
Our Founder's "Why"
“When my Dad passed away, we had organized documentation, a trust attorney, and a financial advisor — and we still didn’t know what to do first."
Everything had been planned. Nothing had been prepared for execution.
We learned too late that:
Estate planning and estate readiness are not the same thing.
Guidepost was built to close that gap.
With Guidepost, your family has the clarity, visibility, and direction to act when it matters most.
Watch how Guidepost came from a real experience — and why it matters.
Guidepost is the Estate Readiness System
A structured, physical system your family can find, understand, and follow when it matters most.
- Defines what assets exist, where they are located, and how to access them
- Gives your family a clear path forward when you need it most
- Supports coordinated execution with advisors
How Guidepost Works
Step 1 - Complete the Guidepost.
Most households finish in 2-3 hours.
Step 2 - It becomes your family's central reference.
Store securely and update, as needed.
Step 3 - When something happens, your family knows exactly what to do, and isn't left trying to figure it out under pressure.
Estate Attorneys Consistently See the Same Issue:
"We don't know what assets exist. We don't know how to access them. We are often piecing it together after the fact."
If something happened tomorrow, would your family know what to do?
- Would they have knowledge of all assets and accounts?
- Would they know where everything is located?
- Would they have access?
- Would they know who to call?
- Would they have a plan to help them determine what to do first?
Guidepost is Built for People Who Know Planning Isn't Enough
- Have done some estate planning, but want execution clarity
- Rely on one person in the family to manage most financial information
- Want to reduce institutional friction for their successor
- Are entering a transition season (aging parents, health shifts, estate complexity growth)
- Advisors & Attorneys who support clients through estate transitions
Why This Matters Now
When a crisis happens, there isn’t time left to figure this out.
Families are making decisions, contacting institutions, and trying to understand what exists - all at once.
This is when gaps become real problems.
Guidepost | The Estate Readiness System
Built for the moment your family will need it most.
Price: $259 (Founder's Edition, limited production run)
Future Price: $295
Includes:
- The complete physical system to organize your financial life in one place
- Clear documentation of accounts, access and key information
- Structured guidance for your executor
- A defined execution roadmap for your family
Designed to be completed in 2-3 hours.
Built to serve your family for decades.
Estimated Delivery:
- Shipping occurs 4-6 weeks from order.
- You will receive updates as your Guidepost is prepared and shipped.
FAQ + Policies
Product + Purpose
What is Guidepost?
Guidepost is a structured, physical system that organizes your financial information, access details, and instructions—so your family can act with clarity and confidence when it matters most.
Why wouldn’t I just organize this in a spreadsheet or notes app?
You can—but that’s where many families run into problems.
Information often exists in these forms. But when it’s spread across files, notes, and systems, it still requires someone else to piece it together under pressure.
Guidepost is built to be followed, not interpreted.
It brings structure, clarity, and sequencing into one place—so your family isn’t left trying to reconstruct everything when it matters most.
How is this different from a will or trust?
A will or trust defines what should happen. Guidepost helps your family understand how to carry it out. It connects the dots between documents, accounts, advisors, and next steps.
Why does estate readiness matter?
Because even well-planned estates often break down in execution. Families are often left searching for information and access, navigating institutions, and making decisions under pressure—without a clear starting point.
What problem does Guidepost solve?
- Guidepost eliminates: scattered information, missing access, and unclear next steps
- And replaces it with: centralized clarity, documented access, a structured execution path
Is Guidepost a legal / law product?
No. Guidepost is not a legal product and does not replace a will, trust, or legal advice.
It complements your estate plan by organizing the practical information your family will need—what exists, how to access it, and what to do first.
Legal documents define your wishes. Guidepost helps ensure they can be carried out without confusion.
When should I complete something like this?
The best time to complete something like this is before your family needs to rely on it.
In practice, that window often closes quickly once a situation becomes urgent.
Guidepost is designed to ensure everything is already in place—so your family isn’t left trying to create clarity under pressure.
What you receive
What is included in the Guidepost system?
The complete 2-Part Guidepost System:
For You: Part 1 (with 13 detailed sections)
Completed in 2-3 hours.
Designed to:
- Organize accounts, policies, and key information
- Document access clearly
- Provide a structured roadmap for your successor
For Your Executor: Part 2 (with 5 sections and 6 executor tools)
Ensuring:
- Full financial clarity
- Access for platforms and accounts
- Clarity of legacy wishes
- Step-by-step guidance
How long does it take to complete?
Most households complete it in 2–3 hours.
You can also complete it in stages—what matters is that everything is captured clearly.
How often should it be updated?
We recommend reviewing your Guidepost annually, or after any major life or financial change.
Fit + Use Cases
Who is Guidepost best for?
- Individuals or couples managing household finances
- Families with multiple accounts, policies, or advisors
- Anyone wanting to reduce burden on their successor
- Ault children supporting aging parents with estate readiness
- Advisors + attorneys assisting clients through estate transitions
Is this only for high-net-worth families?
No. If your family would need to locate accounts, access information, or make decisions on your behalf, Guidepost is relevant—regardless of net worth.
Can advisors use this with clients?
Yes. Many advisors use Guidepost as a way to bring structure and clarity to their clients’ broader financial picture and estate plans.
Physical vs. Digital
What format is Guidepost?
Guidepost is a structured, physical system that organizes your financial information, access details, and instructions—so your family can act with clarity and confidence when it matters most.
Why not just use a digital solution?
Digital tools depend on access—logins, passwords, and systems that may not be available when needed.
Guidepost is designed for real-world conditions:
- Immediately accessible
- Easy to follow
- Not dependent on technology
Where should Guidepost be stored?
In a secure but accessible location, such as a home safe or other designated place your trusted family members know about.
Who should know about it?
Your designated successor (and potentially your spouse or key family member) should know where it is and how to use it.
Privacy + Security
Is my information stored digitally?
No. Guidepost is a physical system. Your information is not stored or managed online.
What kind of information should I include?
Relevant financial accounts, policies, contacts, and instructions your family would need.
You should avoid including highly sensitive credentials without appropriate safeguards. Suggestions for safe documentation and secure storage are included in Guidepost.
Ordering, Shipping + Returns
When will my Guidepost arrive?
Guidepost is produced in limited batches. Orders ship within 4–6 weeks.
Can I cancel my order?
Yes. You can request a full refund any time before your Guidepost ships.
Will I receive updates?
Yes. You’ll receive updates as your Guidepost is prepared and shipped.
How do returns work?
If you are not fully satisfied with the product, please reach out to us to determine how we can make it right.
Returns can be made within 30 days after receiving your shipment, as long as the product is in new, unused condition. The cost of return shipping is deducted from refunds. For a return authorization and shipping label, contact support@guidepostsystem.com