How it works

Three minutes to start. No documents. No need to have the answers.

You don’t need to have everything figured out. You don’t need the documents in front of you. You answer what you can, and “I don’t know” is a fine answer. It just becomes the next question.

01

Say where you’re starting from.

A health scare, things you’ve started managing for someone else, or just getting ahead of it. Kin asks the questions that fit your situation, not a generic checklist.

Where are you starting from?

A health scare
I’m managing things for someone else
Just getting ahead of ityou picked this
02

Answer what you can.

Small, concrete questions: where the accounts live, who’s named in the will, which account pays the mortgage. For your parent or your own family, every answer lands as recorded, known, or unknown. Nothing is required.

The picture so far

Where the mortgage is paid fromRecorded
Who has financial power of attorneyKnown
Where the original will is keptUnknown
03

Put names on the roles.

Executor, bill-payer, guardian for the kids, healthcare proxy. Kin keeps the names visible so nobody’s left wondering who’s handling what, and flags the people who’ve been named but never told.

Who’s handling what

Sam · Executorknows
Sarah · Healthcare proxyknows
Mike · Guardianhasn’t been told
04

Check the paperwork against real life.

If a will or trust already exists, uploading it and having Kin read it against what your family recorded is what we’re building next. What disagrees gets flagged: an executor who changed their mind, a house never moved into the trust, a document signed before the retirement. Kin proposes; you and your attorney decide.

The document checkIn build

Executor · will says Mike, family says SamConflict
123 Maple Street · not in the trustGap
Will signed 2019, before the retirementStale
05

Make sure everyone knows.

Your lawyer-ready brief and “when the time comes” packet are ready to print, share, and keep. Anything the documents need becomes one attorney agenda, so a single meeting catches the paperwork up with life.

What you leave with

Kin · Family brief7 open questions
Kin · Attorney agenda3 items to fix
Kin · When the time comes4 bills tracked

Recorded

Written down in Kin, with the details your family would need. Done.

Known, not written down

Someone knows it. It just lives in their head. One conversation away from recorded.

Unknown

Not a failure. Just the next question to ask, and Kin tells you who to ask it to.

Start with a few questions.

Free, about three minutes, skip anything that doesn’t apply.

See what’s missing