Support families beyond the funeral with tools to manage accounts, benefits, and belongings, all in one simple and secure platform.
Offer funeral insurance or living trusts to ensure families are prepared.
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.
Families get a clear, personalized plan to handle what comes next.
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.
All estate and executor tasks tracked and managed from a single dashboard.
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.
Families can easily catalog, share, and distribute belongings with confidence.
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.