How it works

Four steps.
One weekend.

Here is the whole process, no fine print: what you do, what Tesora does and how long each step takes. At the end you have the map of what you own: what you have, where it is, and who should find it.

6 questions · 3 minutes · no sign-up

At no step do we ask for passwords, PINs or access codes. Tesora records what you have and where it is. Never how to get in.

The four steps, in depth

You can stop at any step. What you've already captured stays with you.

Diagnostic

3 minutes

Six questions. At the end you see, named one by one, which parts of what you own depend today on your memory alone. It's free and asks for zero personal data.

What you do
You answer six multiple-choice questions. If none of the options fits, you say it in your own words.
What Tesora does
It calculates your result in your own browser and hands back your blind spots, ranked by what costs the most to lose.
How long it takes
3 minutes. No sign-up, no email, no phone number.

Start here

Guided inventory

8 blocks

This is the heart of the process. You answer block by block, in any order you want, and nothing stops you: every item gives you three ways out, and all three are valid.

I have it

You write it down and that line is closed.

I have it, but not here

You note where it is and move on. Nobody sends you hunting for a paper mid-session.

I don't know

That's an answer too. It becomes a concrete pending item, with where to look for it.

  • Pending items stay visible. Nothing fills itself in. Whatever is left half-done comes out flagged. We'd rather show a visible gap than an invented answer.
  • You can stop and come back. Close the session wherever you are and pick it up later. It doesn't have to happen in one go.
  • Zero passwords, always. It records what you have and who else knows where it is. Never how to get in: no passwords, no PINs, no recovery phrases.
What you do
You answer the 8 blocks with whatever you carry in your head. When you don't know something, you say so and keep going.
What Tesora does
It sorts each answer into its block, builds your pending list and saves your progress on your own device.
How long it takes
One weekend, split however you want. Each block closes in one sitting.

If you want, the tool can read your ID or your certificates to fill in fields and avoid typos. It's optional: the image is sent to our artificial intelligence provider, which keeps it up to 30 days for security, and Tesora does not store it. You can always type everything in by hand: the result is identical. How we handle your information.

Your Asset File and your vault

Automatic

Your file assembles itself from what you captured. And your documents live in your own Google Drive account, not on Tesora's servers. Folders named so someone else can understand them without you.

What you do
You download the PDF and upload the documents you've already located into your folders.
What Tesora does
It generates the file, organized by block, with what you recorded and what's still missing, and builds your vault's folder structure.
How long it takes
Minutes. The file is generated when you close the guided inventory.

See a finished file

Your support network and your notary office

Whenever you want

You designate who should find the map and what each person sees. And if you decide to give it legal weight, you take the package to your notary office. Tesora organizes. The notary certifies.

  • Who executes and who spreads the word. You record your executor and two or three people who would hear quickly if something happens. An executor who doesn't know they're the executor stops everything: tell them while you're alive.
  • The package for your appointment. You arrive with the complete list in front of you instead of rebuilding it at the counter. The notary office stops guessing what you own.
  • Read-only access, and you grant it. If you choose to share your vault with your notary office, it comes in as a viewer: it looks, it never edits. You revoke the access whenever you want.
  • You choose the notary office. None is assigned to you, not even the one you already know. The directory informs; the decision is yours.
What you do
You name your executor and your alert circle, decide what you share and with whom, and book your appointment if you want to make it formal.
What Tesora does
It records your network, prepares the package for the notary office and leaves it written down who can see each block.
How long it takes
Recording your network: one sitting. The notary appointment moves at your pace, not ours.

Your inventory, on its own, is not a will and has no legal effect by itself. Notarial acts and fees are paid directly to the notary office. The participating notary offices program is in progress and its status is public on the feature status page.

The full walkthrough

Watch it start to finish

What gets inventoried, how the notary office certifies, and what your family receives. Unhurried, with examples.

Tesora — Mapa Patrimonial (Asset Map) · 4:11 min · in Spanish

The 8 blocks of the guided inventory

This is the order your map gets built in. The first is your basic personal data; the last, what isn't money. You can start with whichever one feels most urgent.

Tú (You)

Your basic data: full name, CURP, where you live, marital status and property regime, your parents. It's what the notary office asks for first and what holds up the most signatures. Ten minutes and you never hunt for it again.

Tu gente (Your people)

Who your people are: partner, children, anyone in your care. Who depends on you today and who has rights over what you built.

Cómo reparte (How it's divided)

Your wishes, in your words: who receives what and in what share, what happens if someone passes before you, and whether anything has a specific recipient. If your case doesn't fit the standard mold, it gets captured anyway and that part comes out flagged for your notary office to draft. No wording is ever invented.

Quién ejecuta (Who executes)

Your executor and their substitute: who collects, distributes, closes and hands over. And the question almost nobody answers right: does that person already know, and did they accept? If there are minors, also who takes care of them.

Qué tienes (What you have)

The inventory itself: everything you own, roughly what it's worth and whether anyone else knows where its papers are. Also what subtracts: debts, loans you've co-signed and surety bonds. Your family should receive the complete map.

  • Real estate
  • Cars and other vehicles
  • Bank accounts, investments and your Afore
  • A business or a stake in one
  • Collections and valuables: art, jewelry, watches, records, collectible cards
  • Furniture and valuable equipment
  • Trademarks, patents and rights: registered trademarks, patents, copyrights, licenses, royalties
  • Domain names
  • Online store
  • Cryptocurrency

Cómo proteges (How you protect it)

What protection you have contracted, with whom, who is listed to collect it and whether that list is still current. It sits apart from the division because it pays directly to whoever is listed, not according to the will. This is also where you record how much your household needs per month to keep going as it does.

Tu red (Your network)

Your alert circle — the two or three people who would hear quickly — and whoever handles your books and your legal matters. They stay yours: Tesora doesn't switch your accountant or your notary office. It records them so your executor doesn't start from zero.

Lo que no es dinero (What isn't money)

Where your photos and videos live, what you want done with your accounts and profiles, and your Love Letter: what doesn't fit in an inventory. It's a personal letter, never a legal document, and it's the only part of all this your family will read more than once.

Twenty years of your kids growing up live in an account that only you can open today.

Both plans cover all 8 blocks and every kind of asset, physical and digital. Owning a domain, an online store, a trademark or cryptocurrency doesn't force you into the bigger plan. See plans and pricing.

Inside the guided inventory

The Arquitecto rides copilot. You drive.

When you don't know what to put, you ask. The Arquitecto (the Architect) goes with you inside the guided inventory: it tells you which documents a house usually has besides the deed, or what to record about an online store without putting anything at risk.

  • It rides with you. It answers questions while you fill things in, aware of the block in front of you.
  • It doesn't decide for you. It proposes pending items; you say whether they make your list.
  • It fills in nothing without your approval. No field closes on its own.
  • It never asks for passwords. No access codes, no PINs, no recovery phrases. It's not a person either, and it says so before its first answer.

It doesn't replace the guided inventory. A conversation with the Arquitecto is not your inventory: the inventory comes out of the 8 blocks. And it's not legal or tax advice — that you settle with your notary office and your own people.

See it working in the demo

What you walk away with

Six deliverables. Yours, in formats that open without us.

Asset File

A PDF organized by block with everything you recorded and everything still missing. You download it and it's yours: you keep it even if you don't renew. The document is generated in Spanish.

Vault in your Google Drive

Folders in your own account, named so someone else can understand them without you. They don't live with us: they live with you.

Map of pending items

What you're missing, with where to look for each thing, ranked by what costs the most to lose.

Package for your notary office

A document ready to take with you, in the language used there, so the appointment counts. It is not a will: it's the raw material your notary office works from.

Your support network, on record

Your executor and your alert circle, with who tells whom and in what order. So nobody finds out from a court summons.

Love Letter

What doesn't fit in an inventory: context, reasons, instructions only you can give. It's the emotional layer of your legacy, not a legal instrument.

See the complete sample file

Think of it as incorporating your family holding company

When you formed your company they asked you everything: partners, percentages, managers, assets, the brand, the accounts — and yes, also what happens if something happens. And nobody signs articles of incorporation feeling like they're going to die.

This is the same: managing and planning what you own, while you're alive. The "just in case" is one chapter — not the book.

That's why the order matters. The will says to whom. The inventory says what and where. One divides; the other locates. Without the second, your family doesn't inherit assets: they inherit a search.

The questions everyone asks

A treasure nobody can find is a buried treasure. Tesora is the map.

  • The key to the MAP is held by you and your notary office — and it can only read. You decide when to hand it over and when to take it back.
  • The keys to the TREASURE stay yours alone. Tesora never stores a password, a PIN or a recovery phrase.

That's why we say Tesora organizes — it doesn't hold anything hostage. Your file is already on your computer, your documents in your Drive, and all of it in plain PDFs and regular folders. How we protect your information.

Start by finding out what you're missing.

Three minutes. Six questions. Without giving a single piece of personal data.

Get my free diagnostic

6 questions · 3 minutes · no sign-up

Or start my guided inventory now

Free · all 8 blocks · saved on your device. The guided inventory currently runs in Spanish.

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