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Estate Management & Aftercare

Support families beyond the funeral with tools to manage accounts, benefits, and belongings, all in one simple and secure platform.

Pre-Need Planning

Protect the future with confidence

Offer funeral insurance or living trusts to ensure families are prepared.

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Pre-need Insurance

Funeral insurance policies designed to cover funeral, burial, or cremation costs, providing peace of mind for families.

Living Trusts

Living trusts that pass assets quickly and privately while avoiding probate, ensuring smooth transitions and privacy.

Save Important Wishes

Options to set guardians, control inheritance timing, and honor final wishes, giving families control over their legacy.

Aftercare

Compassionate guidance at every step

Families get a clear, personalized plan to handle what comes next.

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Personalized Guidance

Simple checklists and plain-language guides that remove confusion and help families navigate complex processes with confidence.

Helpful Documents

Templates for notices and account closures that save hours of phone calls and ensure nothing important gets overlooked.

Digital Filing Cabinet

Secure vault to store and reuse documents without uploading them again, keeping everything organized and easily accessible.

Estate Management

Keep everything organized in one place

All estate and executor tasks tracked and managed from a single dashboard.

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Secure Storage

Track Social Security, pensions, insurance, utilities, and more in one timeline that keeps all important information organized and accessible.

Easy Collaboration

Share access with family members, attorneys, or executors to divide tasks fairly and ensure everyone stays informed throughout the process.

Estate Paperwork

Store death certificates, wills, POAs, and estate paperwork in a secure vault that protects sensitive documents while keeping them easily accessible.

Family Belongings

Fair division without the conflict

Families can easily catalog, share, and distribute belongings with confidence.

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Digital Catalog

Catalog items with photos, descriptions, or AI recognition for faster setup and comprehensive documentation of family belongings.

Easy Assignment

Assign items to family members and give visibility into where everything is going, reducing conflicts and ensuring fair distribution.

Estate Sale Management

Get instant pricing, appraisal support, and selling help for items no one wants, maximizing value while simplifying the process.

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