Insurance policies, bank accounts, the kids' medical records, the attorney's number — don't leave your family searching for information they need in a crisis.
Organize the critical details now — insurance, finances, legal contacts, medical info. Everything delivered automatically to the right people.
Insurance details, medical records, family passwords, personal letters - everything your family needs, organized and encrypted. Simple check-ins keep it all secure until the day it's needed.
Choose monthly, quarterly, or yearly check-ins. Most families find monthly or quarterly fits naturally into their routine.
Multiple vitals, 5 recipients, multimedia attachments, and flexible check-in schedules. The complete package for families who want real coverage.
Billed annually
Cancel anytime
The Safe focuses on what families need most — insurance policies, legal documents, property records, and healthcare directives. Organized, complete, and ready when it matters.
Family-focused categories
The Safe includes templates for the information families scramble to find — insurance carriers, policy numbers, mortgage details, healthcare preferences. Each vital captures exactly what your loved ones would need to act.
Start with insurance and legal basics. Add property and healthcare when ready. Most families reach a strong readiness score within a couple of sessions.
When the time comes, your family receives organized, complete information instead of scrambling through filing cabinets and email accounts.
Don't make your family search for answers during the hardest moment of their lives.
Start Protecting Your FamilyThe Safe plan includes 25 vitals across all family categories.

"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
No plans found
Every piece of family information you store is protected by the same multi-provider security architecture trusted by thousands of families. Clerk handles authentication, Stripe manages billing, and Cloudflare encrypts and stores your data. Even if one provider were compromised, your family's information stays protected. Our security white paper explains our approach.