When the worst day comes, your family won't have to figure out everything alone.

A simple list for your loved ones: who to call, what accounts & policies exist, which bills need immediate attention, & where critical documents are stored.

Clarify who’s in the picture and what conversations need to happen. Tools for how you capture what messages, stories, instructions, and hopes you want heard, so your voice is present when you’re not.

Review of policies & short-term cash needs so your family isn’t forced into rushed financial decisions. What forms of celebration, gifts, and estate planning do you want to set up.