Every letter, written
Banks, insurers, Social Security, credit bureaus — templates filled in with your loved one's details, ready to send.
How it works
You don’t have to know what to do.
You just have to answer honestly — the roadmap does the rest.
Three simple steps
From “where do we start?” to “we’ve got this.”
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Step 1
Answer 25 gentle questions
About two minutes. “I’m not sure” is always an acceptable answer.
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Step 2
Get your family’s roadmap
Every task from the first 72 hours to closing the estate — with the why, the how, and every letter pre-written.
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Step 3
Carry it together
Invite family. Assign tasks. Share documents. One page instead of a group text.
One thing at a time
A roadmap that meets you where you are.
Most families find us after the funeral. Answer the questions and the roadmap starts exactly where you are — never everything at once.
- Tasks ordered by what matters this week
- Each step explains why it matters and how to do it
- Assign steps to siblings, cousins, or the executor
Order certified death certificatesRequest 10 copies from the funeral home
Notify Social SecurityLetter pre-written · sent
NowCoordinate the homegoing with the churchThe choir, the program, and the repast are the heart of the celebration — the church family will want to help carry it.
Gather insurance policiesAssign this step to family
Shown with example details, not a real family’s.
What’s inside
Every hard part, handled with care.
The money, in order
An estate ledger with court-ready inventory and accounting reports — the records the court and the attorney actually need.
Insurance, tracked
Every policy as a claim with a status pipeline and a documents checklist — including help finding policies you don't know about.
Probate, explained
Plain-language guidance for your state's paths, reviewed by local attorneys — and a clear flag when you truly need one.
A memorial that lasts
A beautiful page for the service details, tributes, photos, and remembrance — shared with one link, controlled by the family.
A guide at 3 a.m.
A caring AI companion that explains any term, drafts the obituary in your family's voice, and never rushes you.