Kin
← Both starting points

For your own household

It makes sense
in your head.
Make it useful
to them.

If you’re seriously ill, or after you’re gone, give the people you trust a way to follow your wishes, find your documents and keep everyday things running.

Start for my household →

Free to start · First questions: about 3 minutes

Your family pictureFictional example

A few details. A clearer plan.

Your willStudy filing cabinet, top drawer
Confirmed
ExecutorRiley is named; practical details still needed
Known
Mortgage paymentWhich account pays it?
Unknown

Confirmed means enough useful detail is saved here to act on. It does not mean legal or independent verification.

Two pairs of hands at a wooden table with a printed form and pens

The knowledge you carry

The little details
are part of
the plan, too.

  1. Which account pays the mortgage?
  2. Who would Riley call first?
  3. Where are your care wishes written down?

Start with what is already in your head

One useful detail
at a time.

You don’t need to upload a stack of documents to make something clearer.

  1. 01

    Name the people.

    Record who is named to help and what they would need to know.

  2. 02

    Make the practical details findable.

    Which bank, where the will is kept, how the mortgage is paid. Record locations, not passwords or full account numbers.

  3. 03

    Put your wishes into words.

    Keep care preferences and open decisions alongside the documents and the people involved.

Free to start · First questions: about 3 minutes

Start for my household →
A man and a small child holding hands in a park, both seen from behind

A name is a starting point

Does the person
you’ve named
know their part?

Writing down a role is useful. Knowing what someone would need makes it practical.

Fictional role example

Riley · executor

Named in the plan
Yes
Has been told
Yes
Knows where the will is
Still to discuss

Recorded here, in your plan. Riley hasn’t been told yet.

Recording a role does not appoint someone, notify them, or give them access.

Something you can use

For the family.
For the next conversation.

For someone stepping in

The family packet

A reference for the people who would pick things up.

KinIllustrative excerpt

Family summary

Who is named
Riley · executor · not yet briefed
Where the will is kept
Study filing cabinet, top drawer
Still to answer
Which account pays the mortgage?

Summary and runbook · separate printable views

For an attorney meeting

The planning brief

For a first plan or the next review: bring your recorded wishes, decisions and open questions to an attorney.

KinIllustrative excerpt

Questions to discuss

  1. Do the documents reflect the people named?
  2. Have any wishes changed?
  3. What still needs a decision?

Bring the separate change summary alongside this brief for recorded updates and open items.

These organize what you record. They are not legal documents or legal advice, and do not replace the originals or an attorney.

Room for the plan you already have.

What if I already have a will or trust?

Start with the people named, the location of the documents and anything that has changed. You can use the change summary at your next review.

What if I haven’t made those decisions?

Keep the open questions visible. The planning brief brings your recorded wishes and questions together for an attorney conversation.

Is this only for couples or parents?

No. You can organize for yourself, a partner or the people you consider family. The first questions let you describe your situation.

A place to begin

Make one thing easier for them to find.

You can stop after that. The picture can grow over time.

Start for my household →Free to start · First questions: about 3 minutesView pricing →

Photographs are illustrative. They show no customer and endorse nothing.