Step 1 β Purchase Your Organizerβ β Click the "Get Started Today" button at the bottom of this page to complete your purchase. Your welcome email arrives within minutes.
Step 2 β Set Up Your Private Account Your welcome email contains a personal setup link. Open it, choose a password, and print your Family Access Card β a one-page card that lets your loved ones open your organizer when the time comes, no password hunting required. Two minutes, start to finish.
Step 3 β Fill It Out At Your Own Pace Sign in from any device β phone, tablet, or computer β and work through the 10 comprehensive sections at whatever pace feels comfortable. Your entries save automatically as you type and follow you everywhere. Most families complete it in one afternoon.
Step 4 β Rest Easy, Update Anytime Your organizer is locked with a key that only you hold. Not us, not anyone β nobody but you and the family members you've handed the Access Card to can open it. Store the Access Card in your home safe or with your estate attorney, then come back and update your organizer after any major life event. It's always there when you need it.
That's it. One afternoon of your time. A lifetime of peace of mind for the people you love most.