How each feature works.
32 articles in 9 categories. Each article covers what the feature does, what the screen looks like, and how to use it in practice.
Stored & Secured
Access & Sharing
Documents & Forms
Legacy Planning
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Finances & Insurances Organise and share your financial details securely -
Treasured Possessions A list of all items to be bequeathed -
Wealth Holdings A list of all large value holdings like property or businesses -
Child Guardians Nominate who would look after your children and how, if you can't -
Notes & Reflections Notes and information you want to pass on to trusted contacts -
Gifts & Donations Record gifts given and donations planned for loved ones or causes -
Loved Pets Ensure your cherished companions are cared for if you cannot be there -
Farewell Plans Your wishes and instructions for your farewell ceremony -
Memorial Page Write your own obituary, in your own words
Special Touches
Planning Essentials
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To-Do Lists Simple checklists for the tasks that matter -
Bucket List Plan and track your life goals and ambitions -
Reminders One place for every reminder, big or small -
Progress Score Track how prepared you are across all your planning -
Services Directory A curated directory of providers to support your planning -
Information Hub Practical guides and explainers to support your planning
Settings
Sharing
Legal
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