How it works
Start with one trusted person and one serious scenario, then build outward with confidence.
1. Capture your baseline
Complete onboarding, describe who you are protecting, and establish your first priorities.
2. Add your trusted people
Assign an executor, partner, or emergency contact with clear permission summaries.
3. Register important records
Add key vault items and documents with storage notes, visibility, and review dates.
4. Build the handoff
Create the “If I die” plan and link the exact records, messages, and contacts it depends on.
5. Preview the executor view
Check what an executor would actually see, what stays locked, and where the remaining gaps are.