Financial accounts
Chase Bank · primary checking
five of six fields kept, one still to find
The information your people will need, when they need it.
A private planner for the practical information your people will need from you. Add to it across years. Decide who sees what, and when.

How it works
Step 01
Bank accounts, attorneys, utilities, passwords, end-of-life preferences. Over 125 kinds of practical information, one structured form at a time.
Step 02
Different people, different access. Your spouse sees the will and the bank accounts. Your sister sees the storage unit and the dog's vet.
Step 03
We check in with you on a cadence you pick. If you ever stop confirming, the right people get the right information. That is the whole point.
What gets kept
We did the thinking. Over 125 fillable forms, organized by category. Fill what applies, skip what doesn't, come back when you remember more.
Over 125 kinds of practical information across these categories
Each vital is a structured form with named fields, completion status, and a recipient assignment. Drafts persist. Empty fields stay italic until you come back.
Financial accounts
Chase Bank · primary checking
five of six fields kept, one still to find
From people using it

After watching my sister spend months trying to access Dad's accounts, I knew I had to do something different for my own family. One Final Message gives me peace of mind that my husband won't have to deal with password recovery while grieving. The quarterly check-ins fit perfectly into my financial review routine.
Sarah M. · Marketing director