You answer The Guide's questions in one sitting. It builds a map of where everything is and who to call. You choose who can open it and when. When the time comes, The Guide walks them through the first days.
A guided conversation with The Guide — like talking to a trusted advisor. It asks; you answer. Most people finish the essentials in one evening.
Everything organized into one clear picture: accounts, policies, property, digital life, the people to call. Where it is and who to contact — never the account numbers themselves.
Trusted contacts get access only when you say — and only after two-factor authentication. Every login triggers an alert to you.
When the time comes, The Guide speaks first: what matters today, who to call, what to say, and when to stop. Included on every plan.
Banks, brokerages, retirement, business interests, crypto wallet locations — institution and contact, never the number.
Life, health, home, auto. Deeds, titles, where the documents physically are.
Attorney, CPA, advisor, agent. Who to call first. The service, the music, the instructions.
Two minutes to see where the gaps are. One evening to close them.
Take the free 48-Hour Test or see pricing → No card to take the test. Cancel the monthly anytime.