Profile
Your personal information and emergency contacts. Click + to expand any category.
Health
Medical providers, conditions, medications, and insurance — organized by category. Click + to expand any category.
Track each ongoing or significant condition individually — including the doctor managing it, current treatment, and any related documentation.
Log any medical equipment or devices you rely on — hospital beds, oxygen, mobility aids, monitors. Helpful for caregivers and for returning leased equipment when the time comes.
Log medical records as they happen — vaccines, X-rays, lab work, dental records, anything worth keeping a reference to. Each entry stays in your history below.
Add each allergy individually — food, medication, environmental — so first responders and family know what to avoid and how to react.
Money & Finances
Accounts, assets, debts, insurance, and benefits — organized by category. Click + to expand any category.
Family & Contacts
Spouse, children, family members, and key advisors. Click + to expand any category.
Archive your family tree. Add ancestors and family members, upload photos that would otherwise be lost, and capture the memories and stories that make them them.
A single place to note where physical photo archives live — and to upload digital scans of the irreplaceable ones, so future generations know who's in them.
Personal Organization
Home, storage, subscriptions, and where to find things. Click + to expand any category.
Pets
Your pets' information, care instructions, and desired caregivers. Click + to expand.
Digital Accounts
All your online accounts, subscriptions, and digital assets — organized by category. Click + to expand any category.
Digital Documents
Where your digital files and backups are stored. Click + to expand any category.
Will & Testament
Location of your will, executor details, and key provisions. Click + to expand any category.
Important Documents
Location of your vital records and legal documents. Click + to expand any category.
Life Insurance
Your life insurance policies, beneficiaries, and contact information. Click + to expand any category.
Advance Directive
Your healthcare wishes, living will, and power of attorney. Click + to expand any category.
Trusts
Details about any trusts you have established. Click + to expand any category.
Each trust starts here. Capture what it is, what it's for, where the signed documents are kept, and any LLC paperwork tied to it.
The people who administer each trust. Add primary trustees, successor trustees, and co-trustees individually so your family knows who to contact.
Bank accounts, brokerage accounts, or other financial assets owned by a trust. Add one entry per account.
Funeral Planning
Your preferences for memorial services and final arrangements. Click + to expand any category.
Messages to Loved Ones
Written letters, voice recordings, and video messages to be given to your loved ones. Click + to expand any category.
Record personal voice messages for your loved ones. Recordings are saved locally on this device.
Record personal video messages for your loved ones. Recordings are saved locally on this device.
Asset Distribution
Specific bequests, charitable wishes, and distribution instructions. Click + to expand any category.
Who gets specific items.
Beneficiaries
The people who will receive your possessions, assets, and letters. Click + to expand any category.
Add everyone who will receive something from your estate.
Assign specific items — jewelry, furniture, art, heirlooms, vehicles, etc.
Assign accounts, real estate, investments, and other financial assets.
Personal letters to be given to each person when the time comes.
Final Notes
Anything else you want your loved ones to know. Click + to expand any category.