Trusted by 10,000+ families

Are you leaving your family clarity, or chaos?

Organize everything your family needs in one place, and guide them step-by-step through what to do when it matters most.

You are managing:
Mom's Estate
Current Phase
Immediate Actions
Call attorney
Secure property
Order death certificates

Leave memories, not a mess.

When something happens, families don't need more confusion. But too often, they're left digging through paperwork, guessing accounts, and trying to piece together what matters most.

1
Important documents scattered everywhere
2
No clear plan or next steps
3
Family members unsure what to do
4
Expensive mistakes during emotional moments

A system built for real life, not just storage.

This platform doesn't just store information, it turns it into a clear, guided plan. Everything is organized, connected, and ready when your family needs it most.

Bank-level security for your data
Set up in under 10 minutes
Share securely with family
Tasks
Notify family
Contact Social Security
Cancel subscriptions

How it works

Four simple steps to peace of mind

1

Set up in minutes

Add a loved one, property, and key details.

2

Get your plan

We generate a personalized roadmap instantly.

3

Follow simple steps

Clear tasks, one at a time - no guesswork.

4

Handle major moments

From transitions to property decisions, everything is guided.

Always know what to do next

No dashboards. No overwhelm. Just the next step, clearly laid out.

Tasks
Notify family
Contact Social Security
Cancel subscriptions
You are managing:
Mom's Estate
Current Phase
Immediate Actions
Call attorney
Secure property
Order death certificates

Everything organized automatically

Upload documents once. We sort, connect, and keep everything in the right place.

Handle property decisions with confidence

Selling, renting, or holding - get a structured plan and guidance every step of the way.

123 Main St
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Tasks:
Cleanout
Repairs
List property

Keep everyone aligned - without the chaos

Assign roles, track progress, and keep your family moving forward without endless calls and texts.

Family Members
Sarah (You)Executor
MichaelViewer
JenniferViewer

Simple, transparent pricing

Start free. Upgrade when you need more.

Starter

$5/month

Perfect for managing one plan

  • 1 active plan
  • Family collaboration
  • Vendor directory access
  • Document storage
  • Email support
Most Popular

Premium

$15/month

Everything you need, no limits

  • Unlimited plans
  • Task automation workflows
  • Camera document scanner
  • AI support (Lurra)
  • Family collaboration
  • Vendor directory access
  • Priority support

Concierge Setup

One-Time

We build your account for you. Send us your documents and we'll organize everything, set up your plans, and invite your family members.

Because when the moment comes, they shouldn't have to figure it out.

They should already know exactly what to do.

Start your plan in under 10 minutes

No credit card required. Free to start.