Book your setup session

About five minutes. Your answers let us spend the session setting things up, not deciding.

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1. Who is the session for?

Just me$29990 minutes · one plan Me and my partner$449One 2-hour session · a plan for each of you

Add the yearly review ($79/year). A review call each year, plus free help for your family after a death. Optional; cancel any time.

2. About you

We will never ask for your passwords, here or anywhere.

Your full name

Phone

State

Your partner's name (if you're booking for two)

Booking for a parent? Use their name and details, and join the call with them.

3. Your executor

The person who will handle things for you. Their email is needed for the invites we set up.

Their name

Relationship

Their email

A backup person (optional: name and email)

4. Your wishes

Not sure? Choose "Let's talk" and we'll decide together.

Facebook

Google (Gmail, Photos, Drive)

Apple (iCloud Photos, Messages)

What matters most to you? (in your own words)

Do you use a password manager?

Bitwarden Another one No Not sure

Your estate attorney (optional; we can send them your plan)

I agree to the terms of service and privacy policy.