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  • Encrypted on your device
  • You choose who sees it
  • Export anytime
  • Offline exports

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.

  • Document vault

    Store encrypted copies of family documents, control trusted access, and export your files. Learn about storage limits and how the vault works.

  • Trusted sharing

    Invite trusted people to your plan, choose their permissions, and manage access now or later. Learn how invitations and check-ins work.

  • Offline export

    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

Next steps

Continue with a related guide, worksheet, or product feature.

  • Document vaultStore encrypted copies of family documents, control trusted access, and export your files. Learn about storage limits and how the vault works.
  • Trusted sharingInvite trusted people to your plan, choose their permissions, and manage access now or later. Learn how invitations and check-ins work.
  • Offline exportDownload a PDF and encrypted pack that opens without our servers, plus the 90-day wind-down window.
  • Pricing$79 once for the planner, vault, trusted sharing, and offline export. No subscription. Not a will.