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.
Client contacts, credentials, vendor agreements, financial access — make sure your team can keep things running no matter what.
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.
Financial accounts
Chase Bank · primary checking
five of six fields kept, one still to find
From people using it
I built my restaurant with my heart and soul, and I want it to continue thriving without me. Ensuring its success takes so much more than knowing a few recipes, paying the bills, or following a seating chart. There are partner agreements, vendor contacts, equipment warranties, and countless tricks I've learned to keep everyone happy — so much that I keep close to my chest. Having a secure place to store it all, where no one can access it until I'm gone, gives me real peace of mind. Hopefully, that won't be for a very long time.
Arthur P. · Chef & restaurant owner
