Profile

Your personal information and emergency contacts.

Personal Information
Emergency Contacts

Health

Medical providers, conditions, medications, and insurance.

Primary Care Physician
Specialists & Other Doctors
Medications
Medical Conditions

Track each ongoing or significant condition individually — including the doctor managing it, current treatment, and any related documentation.

Personal Medical Devices

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.

Medical History
Medical Records

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.

Allergies

Add each allergy individually — food, medication, environmental — so first responders and family know what to avoid and how to react.

Health Insurance
Additional Health Notes

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.

Spouse / Partner
Children
Parents
Siblings
Close Friends
Family History & Genealogy

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.

Physical & Antique Photos

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.

Key Legal & Professional Contacts

Personal Organization

Home, storage, subscriptions, and where to find things.

Home
Storage Units / Other Properties
Important Item Locations
Subscription Services

Pets

Your pets' information, care instructions, and desired caregivers.

Digital Accounts

All your online accounts, subscriptions, and digital assets — organized by category. Click + to expand any category.

Password Manager

Digital Documents

Where your digital files and backups are stored.

Primary Computer / Device
Backup & Storage Locations

Will & Testament

Location of your will, executor details, and key provisions.

Will Status
Attorney Who Drafted the Will
Special Provisions & Notes

Important Documents

Location of your vital records and legal documents.

Identity Documents
Family & Legal Records
Property & Financial Records
Other Important Documents

Life Insurance

Your life insurance policies, beneficiaries, and contact information.

Employer-Provided Life Insurance

Advance Directive

Your healthcare wishes, living will, and power of attorney.

Document Status
Health Care Proxy
Add as a contact →
Add as a contact →
Living Will
DNR (Do Not Resuscitate)
Add as a contact →
Organ Donation
POLST (Physicians Orders for Life-Sustaining Treatment)
Add as a contact →
Healthcare Wishes

Trusts

Details about any trusts you have established. Capture each trust's basic info first, then add its trustees and any financial accounts that belong to it.

Trusts — Basic Info

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.

Trustees

The people who administer each trust. Add primary trustees, successor trustees, and co-trustees individually so your family knows who to contact.

Trust Financial Accounts

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.

Pre-Arrangements
Burial vs. Cremation
Memorial Service Preferences
Obituary Notes
Additional Wishes

Messages to Loved Ones

Written letters, voice recordings, and video messages to be given to your loved ones.

Written Messages
Audio Recordings

Record personal voice messages for your loved ones. Recordings are saved locally on this device.

Video Recordings

Record personal video messages for your loved ones. Recordings are saved locally on this device.

Asset Distribution

Specific bequests, charitable wishes, and distribution instructions.

Specific Bequests Who gets specific items
Residuary Estate
Charitable Contributions
Business Interests (if applicable)

Beneficiaries

The people who will receive your possessions, assets, and letters. Track everyone in one place.

People & Their Share Add everyone who will receive something from your estate
Personal Possessions Assign specific items — jewelry, furniture, art, heirlooms, vehicles, etc.
Financial Assets Assign accounts, real estate, investments, and other financial assets
Letters to Beneficiaries Personal letters to be given to each person when the time comes

Final Notes

Anything else you want your loved ones to know.

Final Wishes & Instructions
Grief Support Resources for Loved Ones
Plan Notes & To-Do Reminders
Saved