What do we do?

We get your affairs in order

We get your
affairs in order

We work with aging individuals and their families to better prepare for end-of-life transitions.

How do we do it?

Our estate dashboard
keeps you on track

All the tasks, deadlines, assignments, deliverables, and financials in one place. Accessible by you and your family.

Experience in 50 critical tasks

that you need to do now

Creditor Handling •. Contract Negotiation • Death Notifications • Online Identity management • Digital Record Keeping • Official Document Inventory • Estate Plan Reviews • Evaluation of Financial Advisors • Family Communication Strategy • Fraud Protection • Funeral Arrangements • Beneficiary Review • Heir Dispute Mediation • Insurance Policy Management • Inter-family Business Interests • Power of Attorney • Postal Mail Management • Paper Records Digitization • Project Management • Cost Basis Determination • Vendor Management • Tax Filing • Tax Document Prep • Aging in Place • Home Safety Upgrades • Care Needs Assessment

How prepared are you?

Take our Quiz

How prepared you are for end-of-life transitions?

Just TWO MINUTES long

Find out what you need to do next

Get explanations for any incorrect answers

Compare your score with other test takers

Just TEN randomized questions