Our staff is available Monday-Friday from 9am to 5pm PST- feel free to reach out to us using any of the options below and we'll be sure to get back to you!
Craft a comprehensive end-of-life plan with guidance at every stage.
The Ability to Have an Account Co-Owner -
Want to share an account with your spouse, partner, or family member? You have the option of co-managing a joint account with dedicated information about each of you.
Flexible Access for Your Authorized Users -
Give loved ones access to your plan on your terms. Limit what sections specific authorized users see and what they can edit.
Unlimited Digital Document Uploads -
Upload copies of important documents so your loved ones never have to search for the files they need. Store tax records, bank statements, titles, insurance policies, wills, marriage licenses, birth certificates, military service records, personal notes, and more. (Files up to 40MB each).
A Secure, Encrypted Account You Can Trust -
Your privacy is the top priority. Store and share your records and wishes with the confidence of industry-leading security features.
Never stress over details or documents again -
Secure storage. Convenient access. Extra peace of mind -
If something happened today, how quickly can you (or loved ones) find all the details you keep in your head, or stored in various “safe places”:
•banking information,
•online accounts and logins,
•auto-pay records,
•insurance policies,
•investment records…
Not to mention important documents likewills, trusts, deeds, titlesand many more.
Even if you’re super organized, is your critical information protected from theft or disasters? Because while all these things need to be secure,they ALSO need to be accessible to you or loved ones quickly and easily!
