You’re trying to sort out a parent
They won’t start it themselves, they don’t want to talk about it, and you live three states away. We get on one call with both of you and handle it. This is the reason most people find us.
White-glove family preparedness
You’ve been meaning to sort this out for years.
Let us do it for you.
The will, the accounts, the policies, the passwords, the box of paper in the closet. We sit down with you, go through all of it, and hand your family something they can actually use.
Start with a free session. You’ll walk away with a written plan for your family whether you hire us or not.
Get my family’s plan — free30 minutes · No obligation · The plan is yours to keep
Why families call us
It’s never the grief that breaks people. It’s the paperwork.
Someone dies on a Tuesday. By Thursday the family is looking for a life insurance policy nobody can name, calling banks that won’t talk to them, and guessing at what he would have wanted.
The information existed. It was in his head, in a drawer, in an email account nobody can open. And the person who could have explained all of it is the person who’s gone.
You already know this, because you’ve either watched it happen or you lie awake knowing it could. That’s usually what brings people to this page.
Just do it for me
Two minutes on what the service is and who it’s for.
Yours on the first call — free
Nobody else will hand you this
before you’ve paid them a cent.
Your Family Protection Plan is written live while we talk and emailed before we hang up. It names your gaps, ranks them, tells you what to do about each one, and sends you elsewhere for the parts we don’t handle. Keep it whatever you decide.
- A score, not a sales pitch. We rate your readiness 0–100, so you know where you stand before anything else.
- Written about you, not a template. Your own words and your own story go in.
- Credit for what you’ve done. Everything already in place, confirmed — the gap is usually smaller than it feels.
- The three that matter most. Ranked by what each would actually cost your family.
- A plan you could follow alone. Five steps in plain English, in order.
- We name who else to call. Where you need an attorney or a free state form, the plan says so — even though we earn nothing from it.
- What this normally costs. What families pay attorneys, planners and probate courts for pieces of the same work.
- Both options, honestly. Do it yourself for $189 a year, or hand it over. We tell you which one fits.
Get my family’s plan — free
30 minutes. No card, no obligation, no follow-up campaign. If you read it and do the work yourself, we’ve still done our job.
This is built for
People who know it needs doing, and know they won’t get to it alone
You have thirty years of paperwork
Filing cabinets, a safe-deposit box, folders in three rooms, a shoebox you’ve been meaning to go through since 2019. Someone has to sort all of it. It doesn’t have to be you.
You’ve just lived through it
A parent died, it took eighteen months, and you are not putting your own children through that. You want it finished properly and you want it finished now.
You’re not going to fight with software
You could do this yourself for $189 a year. You’d rather hand someone the box and have it come back done. That’s a perfectly good reason.
How it works
Three sessions, a few weeks, then it’s off your list for good
We sit down together 30 minutes · free
A planner asks what you own, who depends on you, what’s written down and what only lives in your head. Nothing technical, no homework beforehand — just a conversation.
By the end you have your written plan, emailed while you’re still on the call. If that’s all you wanted, we part as friends.
You send us the box We do the work
However it comes. A FedEx box of originals, phone photos, a drawer emptied into a bag — we’ve seen all of it. We pay the shipping both ways and your originals come home.
We scan everything, name it properly, and file it by category. We record your accounts, policies, property, digital life and access codes. We build your will, healthcare directive and funeral plan with you. We name who receives what, and set when it reaches them.
We hand it to your family Together, on one call
Your spouse, your kids, whoever should know. We walk them through what’s there and how to reach it, so nobody is learning this for the first time on the worst day of their life.
Then we check in quarterly, and review everything once a year as your life changes.
Your Family Vault
Your vault is ready when you need it
We do the work of getting your family information organized. We collect and scan your documents, record your accounts and policies, organize your property and digital life, and set up the people and instructions your family will need. You receive a completed, organized digital vault that is ready to use.
AND SOME THINGS SHOULD STAY PHYSICAL
The important things we send to your door
Not everything belongs in a digital vault. You also receive physical items for the things your family may need in the real world, including emergency information for first responders and a secure place for the original documents that should stay on paper.
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A fair question
If you build it, is it still mine?
Yes, entirely. We set it up because it’s tedious, not because it’s complicated. The account is in your name from day one.
Edit anything, any time
Add an account, change a beneficiary, swap a recipient, rewrite a message to your daughter. Nothing is locked and you don’t need us to do it.
Your vaults, your rules
Separate vaults for separate people — a Family Vault for your spouse and children, an Estate Vault for your attorney, a Medical Vault for whoever would need it in an emergency. You decide who is in which, and when each one opens.
We can’t read any of it
Once your vault is locked with your family’s passphrase, it’s closed to us too. We set it up, then we lose the ability to look inside.
We come back anyway
Quarterly check-ins and a full review once a year, because lives change. Free amendments to your will when they do. You never pay to keep it current.
What this costs, and what it replaces
Families usually pay for pieces of this separately, and pay more.
$2,000–$5,000
A one-time estate attorney session
$3,000–$8,000/yr
A financial planner
$15,000
The average probate, plus 18 months
Limited time — Premium at the Essential price
We do it for you
$988 $1,299
One time. Lifetime access — no annual fee, ever.
Or three payments of $369
Book my free plan sessionYou get the written plan on that call either way. Nothing is charged to book it.
Everything included
- Professional setup and document organization
- Will & Codicil — guided, with a completeness review
- Funeral plan — guided
- Professional document scanning and upload
- FedEx shipping both ways
- Vault set up with family access configured
- Two emergency wallet cards with QR codes
- Fireproof document storage bag
- Lifetime platform access — no annual fees
- Annual document review and updates
- A dedicated family protection specialist
- Free will amendments as life changes
- Quarterly family check-ins
- Emergency family support during a crisis
The things people worry about before they book
“I’m not good with technology.”
Neither are most of our clients, and it doesn’t matter. You talk, we type. The only thing you have to operate at the end is a login, and we practise that with you.
“I don’t have everything together.”
Nobody does. That’s the job. Send the mess — the sorting is what you’re paying for, and we’ll tell you what’s missing.
“Can you actually read my documents?”
During setup, yes — that’s how we file them. Once your vault is locked with your family’s passphrase, no. Not us, not anyone. That’s what zero-knowledge encryption means.
“Are you a law firm?”
No, and we say so plainly. We organize, document and deliver. Where something needs a licensed attorney in your state, your plan says so and we point you to one.
“How long does it take?”
A few weeks, mostly waiting on documents. Your time in it is three sessions. The first is free and takes half an hour.
“My parent won’t talk about dying.”
Most won’t. We’ve had this conversation hundreds of times and we don’t open with death — we open with paperwork. It goes better with someone outside the family asking.
From families who handed it over
Their planners uploaded everything and helped us add our son and daughter to each vault as future recipients. The burden is off our chest.
I’m not tech-savvy. They walked me through everything — now my daughter knows exactly where to find what she’ll need.
Find out where your family actually stands.
Half an hour, no obligation, and the plan is yours either way. The worst thing that happens is you leave knowing exactly what to fix — which is more than you knew this morning.
Get my family’s plan — freeWe’ll ask what you have, what worries you, and who depends on you.