FAQ & Guides

After signing up, you'll be guided through a simple onboarding process. Choose your primary goal (organizing your own estate, helping a loved one, or settling an estate), and we'll help you set up your first estate with suggested categories based on your needs.

We recommend starting with your most important financial accounts (bank accounts, retirement accounts) and any critical documents like wills or insurance policies. You can always add more details over time.

Currently, we only support manual entry to ensure accuracy and security.

You can track checking accounts, savings accounts, investment accounts, retirement accounts (401k, IRA), brokerage accounts, HSA/FSA accounts, and more. Each account type has specific fields tailored to capture relevant information.

Navigate to the Accounts section in your estate, click the '+ Add Account' button, and fill in the details. You can include the institution name, account type, last four digits, beneficiaries, and any notes.

Yes! The Digital Assets section is designed specifically for cryptocurrency wallets, online accounts, subscriptions, domain names, and other digital property. You can securely note access information and recovery methods.

Go to the Access section in your estate settings. You can invite family members by email with different permission levels: View Only (can see information) or Editor (can make changes). You can also grant additional permissions like managing access or estate settings.

Yes, you have granular control over sharing. You can share your entire estate or specific categories. Each trusted contact can have different access levels based on your preferences.

You can remove a family member's access at any time from the Access section. Their access is revoked immediately, and they'll no longer be able to view any of your information.

We recommend sharing access with family members ahead of time with appropriate permissions. This ensures they can access critical information when needed. You can control exactly what each person can see and do.

All data transfers are protected with HTTPS encryption. Your passwords are securely hashed using industry-standard algorithms, and we offer two-factor authentication for additional account security. We also implement rate limiting and session management to protect against unauthorized access.

Your data is protected by authentication and only accessible to you and anyone you explicitly share an estate with. Our team may access data only when necessary for support purposes or to comply with legal requirements, as outlined in our privacy policy.

Go to Settings > Security and click 'Enable Two-Factor Authentication'. You'll need an authenticator app like Google Authenticator or Authy to scan a QR code. We also provide backup codes for account recovery if you lose access to your authenticator.

When you delete your account, all your data is permanently and immediately removed from our servers. This action cannot be undone, so we recommend exporting your data first if needed.

You can catalog wills, trusts, insurance policies, property deeds, vehicle titles, birth certificates, passports, and any other important documents. We store document details and locations, not the actual files themselves.

We recommend storing document details, locations, and access instructions rather than uploading sensitive documents. This approach keeps your original documents secure while ensuring your loved ones know where to find them.

Documents are automatically categorized by type (legal, insurance, property, etc.). You can add notes and location details to help your family find the physical documents when needed.

Knowing your debts is crucial for estate planning. It helps your loved ones understand your complete financial picture and ensures obligations are properly handled. This includes mortgages, car loans, credit cards, and personal loans.

Include any recurring payments your family should know about: subscriptions, utilities, insurance premiums, memberships, and automatic payments. This helps prevent service interruptions and unwanted charges.