Using a simple questionnaire, set up a profile customized to your needs. Next, virtual notebooks with details for each important category (finance, pets, home, vehicle…), are created for you to setup.
2. Share Valuable Information
Share your virtual notebooks with loved ones and your advisors. Use it to spark a conversation and get your loved ones engaged.
3. Get Personalized Recommendations
Based on the information you entered, get pointers to ensure that all the important details are documented. Using what we have learned, our proprietary software generates personalized recommendations to help you complete your profile.
4. Review and Update Execution Map
An execution road-map is automatically created to guide your loved ones, based on your profile. You can review and update it to ensure it fulfills your wishes.