Organizing and accessing
life's most important documents

ORGANIZE & ACCESS

INVITE

REMIND

Easily Access Life Documents Anywhere, Anytime

Using your laptop, mobile device or smart phone -- wills, power of attorney, insurance policies, birth certificates, medical information and financial documents, including documents important in emergencies, are at your fingertips, wherever you are and whenever you need them.

Know Your Important Documents are Secure

Because these are important life documents, we use high-level security technology, including encryption, like banks and other financial institutions and healthcare organizations, and follow HIPAA guidelines with all data stored and accessed in HIPAA compliant environments.

Conveniently Organize and Share Life Documents

All your life documents are organized in one convenient place, with the ability to give family members and trusted advisors access to individual documents, and reminders for when documents need updating.

Health

Important health-related documents, including doctors and healthcare providers; health insurance policies and cards; diagnoses, treatments and medications; living will and medical power of attorney.

Legal

Legal documents such as birth certificate, marriage certificate, social security card, passport, drivers license, military discharge papers, wills and durable power of attorney.

Financial

Important financial documents, including life insurance policies, pre-paid burial insurance, list of bank accounts, real estate holdings, credit card information, retirement accounts and other assets.

Legacy

Journal or diary, funeral arrangements, service preferences, diplomas, certificates and honors, significant photos and videos, letters to family members and bucket list.

Need legal advice or legal documents?

Organizing and accessinglife's most important documents