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Documentation

Guides

Grouped by what you're trying to do. New here? Start at the top of "Set it up now".

Set it up now

Do these in order and your plan is real in about half an hour.

For your family, later

What the people you leave behind will actually see and do.

Working with an advisor

Optional. Let an estate planner see whether your plan is current, and nothing else.

Verify & understand

Check our work: the tool, the code, the security model.

Account playbooks

One per service: what the mechanism is, how to set it up now, and what your survivors do later. Frozen copies travel inside every family backup.Full index →