Short, screenshot-driven walkthroughs of the product — from storing your first secret to what your beneficiary sees when your switch fires. Every guide mirrors a real, tested flow.
Store your first credential, end-to-end encrypted, in under a minute.
Read the guide →Write the step-by-step instructions your beneficiary follows, and attach the items they'll need.
Read the guide →Add a beneficiary, then author the ordered chain that decides who receives what, and when.
Read the guide →A complete walkthrough of the beneficiary's claim experience — the link, the passphrase, and the playbook they receive.
Read the guide →Start from the life-insurance template, understand its built-in steps, and attach the policy, agent, and proof your beneficiary needs.
Read the guide →Walk your heir through claiming each retirement account — administrator, identity, statement, and where to search for plans you've lost track of.
Read the guide →Help a survivor claim a pension or PBGC benefit — the plan or PBGC contact, identity, and the relationship proof spousal benefits require.
Read the guide →Show your family which bonds you hold and exactly how to redeem them through TreasuryDirect — before they sit unearning for decades.
Read the guide →Tell the person you named on a payable-on-death account which institution holds it and what to bring — funds that pass outside probate, if claimed.
Read the guide →Point your family to the state databases that hold forgotten money in your name, and how to file each claim.
Read the guide →Give your heir a plain-language path to your crypto: the seed phrase, how to restore the wallet on a clean device, and any exchange logins.
Read the guide →Make sure your will is found and filed: where the original is, who the executor and attorney are, and the first probate steps.
Read the guide →Walk your heir through claiming each brokerage account — how it's titled, identity, and transferring holdings in-kind.
Read the guide →List your debts and tell your executor how to handle them — notify lenders, ask about credit life, and never pay from their own pocket.
Read the guide →Give your preparer and executor what they need to file your final return — prior returns, the accountant, and the deceased-return rules.
Read the guide →Hand your family everything a funeral director will ask for: any pre-need plan, how it's paid, your disposition wishes, veteran benefits, and the facts for the death certificate and obituary.
Read the guide →