Get everything in Order

Get the documents and information in place that matter most during a health crisis. This includes healthcare and financial powers of attorney, advance directives, medication lists, physician contacts, insurance information, and a summary of medical history. Everything here helps a caregiver step in today — and helps a family settle affairs later.

Navigate the legal side of planning and settling an estate. This covers financial and healthcare powers of attorney, reviewing or creating a will, confirming beneficiary designations, locating the will, understanding probate requirements, working with attorneys, and managing tax obligations. Covers the full journey from planning ahead to closing the estate.

Track down and organize all financial accounts and obligations. This covers bank accounts, credit cards, mortgages, loans, investments, retirement accounts, recurring bills, insurance policies, and Social Security. You'll document account numbers, locate statements, notify financial institutions, and understand what debts need to be settled from the estate.

Identify who is helping and make sure everyone knows their role. This includes naming a primary caregiver and backups, documenting daily routines, establishing emergency contacts, arranging care for children or pets, and coordinating family responsibilities. A care team that's organized before a crisis is far more effective than one assembled in the middle of one.

Capture the conversations families often avoid but always wish they'd had. This includes care and end-of-life preferences, memorial and burial wishes, organ donation decisions, personal contacts who should be notified, and messages or letters for family. These wishes become more valuable over time — and having them documented removes the burden of guessing.

Manage the digital footprint and online presence. This includes documenting what accounts exist, locating the password manager, handling email and social media, preserving digital photos, managing cloud storage, and addressing cryptocurrency. You'll secure important accounts, memorialize or close social profiles, cancel subscriptions, and preserve digital memories.

Handle the tangible things your loved one owned. This includes inventorying household contents, securing the home, appraising valuables like jewelry and art, distributing personal belongings according to the will, planning estate sales, managing vehicles and real property, donating items, and checking for storage units. We help you track every physical item and its disposition.

Ensure everyone who needs to know is properly informed. This includes family and friends, employers, government agencies (Social Security, DMV, passport office), insurance companies, professional organizations, and service providers. We help you track who's been notified and what follow-up may be needed.

When a loved one is marked as a veteran or active duty, a dedicated set of benefits and claims tasks is automatically added — and updates based on whether you're planning ahead or managing affairs after a loss. Coverage includes DD-214, VA benefits, SGLI/VGLI life insurance, Survivor Benefit Plan, Death Gratuity, burial honors, DIC claims, Tricare continuation, and DFAS. You only ever see the tasks that apply to your situation.