What's in the planner
Record your wishes in five guided sections, keep copies of important papers, invite trusted people, and take an offline copy with you.
Guided sections · Encrypted files · Export anytime
Capabilities
See how file storage, access permissions, and portable copies work together.
Store encrypted copies of family documents, control trusted access, and export your files. Learn about storage limits and how the vault works.
Invite trusted people to your plan, choose their permissions, and manage access now or later. Learn how invitations and check-ins work.
Download a PDF and encrypted pack that opens without our servers, plus the 90-day wind-down window.
Five sections to organize your plan
Work through People & access, Documents, Health & care, Final wishes, and Digital life. Start with the details you know and return to the rest later. Use the documents inventory to gather your papers, or read our comparison guide to decide which planning format suits you.
Start my plan — vault, sharing, and export included.
Start my plan