How it works
A clear path from setup to stillness.
Three thoughtful steps. Minutes to complete. Years of quiet readiness for the moment your family needs guidance most.
We never ask for the passwords to your accounts. The goal is to direct your family — not to access them.
The three steps
Name the messengers. Build the map. Then let it rest.
Setup takes just a few minutes. After that, the service waits, quietly, until it is needed.
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Add your people
Start with the people you’re protecting. Name each loved one, connect them to the institutions they should contact — banks, brokerages, retirement plans, insurance, pensions — and write clear guidance in your own words: who to call, what to reference, what to ask.
Together it becomes a private map of where everything actually lives. Start typing and pick from the directory — or add any institution by name alone. Account numbers and policy IDs are entirely optional. Passwords, PINs, and login credentials are never requested.
Optionally include a personal message — something only the named beneficiary will ever read — and attach documents for them, held safely until release.
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Choose your check-in rhythm
Tell us how often to check in with you. Each check-in is a quick, one-click confirmation that you’re alright — that’s all the upkeep there is.
Life changes. Update your people, institutions, and instructions whenever it does.
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We guide them when it matters
Until then, we check in with you — and only you — on the cadence you choose. If we can’t reach you, a person on our team reviews the case; nothing is automated. Only after death is confirmed — with a 72-hour final notice to you first — do your beneficiaries receive the guidance you wrote, and only theirs, with any personal message alongside it.
The full verification process is laid out on our Security page.
Guided Family Support
They won’t have to figure it out alone.
When the time comes, we’ll personally guide your beneficiaries through the information you’ve prepared and help them understand what to do next.
And if you’d like help now, a one-on-one setup session is included — a specialist builds out your account with you. $59.99, one-time — add it at signup or any time later from your account. See pricing
Ready to begin
A few minutes today. Quiet ever after.
Set it up once. The service waits in the background — for years, if needed — until your family is the one who needs it.