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.
Set up your safety net before you go. If something happens on the trail, your emergency contacts will know where you are and what to do.
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

Traveling solo across Southeast Asia for months at a time, my check-in needs change constantly. When I'm trekking remote areas with spotty connectivity, I pause my schedule. Back in cities, I switch to weekly check-ins. The flexibility means I'm never stressed about missing a check-in during an adventure, but my sister and best friend still get my travel itinerary, emergency contacts, and photo archives if something actually goes wrong. It's the perfect balance of freedom and responsibility.
David L. · Solo travel photographer