Upload and store important documents like wills, insurance policies, account info, and more—all protected in one place for when it’s needed most.
Checklists & Forms
Guided checklists and ready-to-use forms help you cover every important detail, from retirement planning to probate and final wishes.
Create “Artifacts” of personal, legal, or financial info that can be shared with loved ones at the right time—whether it’s a physical item, digital file, or a personal message.