How it works
Three minutes to start. You end up with the plan written down.
No documents needed. No need to have the answers yet.
Say who you’re organizing for.
It’s the first question, then a first name and whether there’s a will.
Who are you organizing for?ExampleA parentMyself, or me and my partnerAnswer what you can.
Small, concrete questions, one at a time. Who you picked sets the direction: for a parent, what you don’t know can become a question to ask them; for yourself, what you know gets written down. Each record shows what’s known about it: confirmed, known, or unknown. If something doesn’t exist, or you choose not to arrange it, that answer is saved as it is. Nothing is required.
The same fact, both waysExampleUnknownFor a parent
Where does Mom keep the will?So it becomes a question to ask her.
KnownFor yourself
Where do I keep the will?You already know, so it gets written down now.
Put names on the roles.
Record who acts for whom, and whether they’ve been told.
Who’s namedExampleSam · Executorhas been toldSarah · Healthcare proxyhas been toldMike · Financial power of attorneyhasn’t been toldCheck the paperwork against real life.
If a will or trust exists, we’re building a check that reads it against what you saved.
The document checkIn buildExecutor · will says Mike, family says SamConflict123 Maple Street · not in the trustGapWill signed 2019, before the retirementStaleMake sure everyone knows.
Print the attorney-preparation brief and the family packet, or share a link.
What you leave withExampleThe attorney-preparation brief7 open questionsThe family packet4 bills tracked
- Confirmed
Written down in Kin, with the details your family would need. Done.
- Known
Someone knows it. It just lives in their head. One conversation away from confirmed.
- Unknown
Not a failure. Just the next question to ask.
Start with a few questions.
Free, about three minutes, skip anything that doesn’t apply.
Get started →