Features

Nine tools for preparation, crisis, and recovery.

Know what to gather, why it matters, and where your family will find it when needed.

A secure home for documents, account notes, medical details, wishes, and trusted contacts.

Identify urgent accounts, autopays, utilities, and financial obligations before they become surprises.

Role-based access for up to 5 family members on Prep, and unlimited family support during Crisis.

Coordinate roles, permissions, contacts, and responsibilities across the people you trust.

Guided checklists and family handoffs for the early days after death or incapacity.

Find unknown accounts, assets, bills, and institutions that families often miss.

Protect the estate in the first 48 hours by tracking urgent locks, freezes, and notifications.

See what is complete, what is missing, and what your family should handle next.

Track every call, reference number, document request, and follow-up across institutions.