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Share contact lists and key personal details in under 10 minutes. You'll be able to add details including...

• Key family members & contact details
• List of key people, like financial advisor, CPA, insurance agent, etc.
• Pets and details about their care & history
• Groups & forms of identification
• Personal history from military service to education

Organize all of your legal documents for easy access and sharing. You'll be able to add details including...

• Your Will or Trust documents you purchased from us are automatically digitally available
• Estate planning documents & key details
• Marriage (and divorce) documents
• Business documents & succession plans

Organize all of your medical history  medications, and more. You'll be able to add details including...

• History of procedures 
• Current medications & dosage
• Allergies & health care planning
• Key medical points of contact

Inventory all of your insurance policies in one place, making it easy for your loved ones to know who to contact to process claims.  You'll be able to add...

• Life Insurance Policy Information
• Homeowners Insurance
• Auto Insurance
• Property & Casualty Insurance
• Long Term Care Insurance
• Disability Insurance

Inventory your assets and debts for quick and easy reference. You'll be able to add details including...

• Bank, investment, & retirement accounts
• Credit card list, location, & details
• Mortgage & HELOC information
• Student, personal, & other loan details

Inventory your important personal property, from vehicles to real estate. You'll be able to add details including...

• Personal Property Memorandum
• Real estate maintenance & history
• Vehicle deeds, titles, & other details
• Jewelry, collectibles, & other heirlooms
• Location of storage & safes

Preferences for social media, online photos, and the rest of your digital footprint. You'll be able to add details including...

• Social media memorialization wishes
• Photos and cloud storage hand-off
• Subscription and membership details
• Digital assets, like crypto or airline miles
• Where to locate user-names & passwords

Define how you will be remembered with a Living Legacy. You'll be able to add legacy wishes including...

• Memorial and funeral details
• Words of wisdom for the next generation... leave letters
• Video messages for loved ones uploaded to our video vault
• Cremation, burial, and organ donation instructions
• Upload your pre-written obituary or memorial, making it extremely easy for those left to deal with these tasks.

Most people share with their spouse, professional advisors, adult children and any other trusted family or friends. You control who has access and permissions. 

• Grant Read-Only Access option:  Able to view all information and documents, but will NOT be able to edit or create documents. 
• Grant Collaborator Access option:  Able to view and edit your account information and create new documents. 
• By sharing, it makes the transition after your death much easier for those navigating through your estate.

Estate planning can sound scary and complex, but we're here to help simplify the process and decisions for you and your family. 

Being an Executor or Personal Representative can be a rewarding, yet challenging role. This guide helps to light the way. 

Being a Trustee is a significant legal and operational role. This guide includes everything from taxes to liability to fiduciary duties.