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 system generates personalized recommendations to help you complete your profile.
4. Add Notebooks and Update your information
You can review and update all your information to ensure it fulfills your wishes.