Answer a few simple questions. Get a personalized plan that tells your loved ones exactly what to do with every account, password, and subscription after you're gone.
Walk through a guided questionnaire covering bank accounts, digital logins, subscriptions, property, and more. Takes about 10 minutes.
Based on your answers, we create a step-by-step guide your family can follow. Every action item is specific to your situation.
Download your plan as a professional PDF. Store it with your important documents, share it with your executor, or keep it in a secure location.
Step-by-step instructions for closing, transferring, or freezing every account. Includes joint account considerations and beneficiary guidance.
How to handle email accounts, cloud storage, password managers, and important files. Includes platform-specific instructions for Google, Apple, and Microsoft.
Memorialization or deletion instructions for Facebook, Instagram, LinkedIn, and more. Customized based on your stated preferences.
A complete list of recurring charges to cancel, with tips for finding hidden subscriptions in bank statements and app stores.
Transfer of title procedures, insurance considerations, and storage unit access instructions. State-specific where applicable.
What documents your family needs, where to find them, and what to do if they don't exist yet. Includes recommendations for next steps.
"My mother filled this out six months before she passed. When the time came, we had a clear list of every account and exactly what to do. It saved us weeks of stress."
"I had no idea how many subscriptions and accounts I had until I went through this. It was eye-opening. Now my husband knows exactly what to handle if something happens to me."
"After my father passed, we spent months tracking down accounts. I did this for myself so my kids never have to go through that. Worth every penny."
One-time purchase. No subscriptions. Your plan is yours forever.
A focused checklist for your most critical accounts and actions.
The full roadmap covering every account, asset, and action item.
The Complete Plan plus a 1-on-1 consultation with a planning specialist.
60% of Americans don't have a will. We partner with trusted estate planning attorneys who can help you create one, often for less than you'd expect. Get matched with a vetted professional in your state.