Just So They Know
For you and your family

You did the will. Does anyone know how to use it?

You've done everything right. But that thick binder doesn't tell your kids where to start. Just So They Know turns what's in your head into one clear page your family can follow. The first page they read.

Launching soon. Founding price $79, one-time: your complete family guide plus a year of updates. Nothing is charged today.

Question 6 of 12Documents
Where do you keep your trust papers, and who's your attorney?
"The binder is in my desk drawer in the study. Our attorney is Robert Hale downtown."
Saved to your guide
Tap to talk

Don't leave your kids chasing it all down.

When something happens, your family will have a hundred questions in the hardest week of their lives. You already know the answers.

An older couple and their grown daughter smiling at a phone at the kitchen table

Where the papers are

The will, the trust, the deed, the insurance policies. Which drawer, which safe, which office.

What accounts exist

Banks, pensions, Social Security, the bills on autopay. So nothing gets missed.

Who to call

Your attorney, your financial advisor, your doctor, and what to handle first.

TRUST

No forms. Just talk.

1

Answer simple questions

One at a time, in plain English. Speak your answers into your phone. No typing needed, though you can if you prefer.

2

We put it in order

Your answers become one clear guide: what exists, where it is, and who to contact.

3

Your family is ready

Choose who receives it. Update it any time, so it's always current.

What your family gets

The first page your family reads.

Your binder has the details. This tells them where to start: what exists, where it is, and who to call.

What to do first, in order
Where the will, trust and policies are kept
Your attorney, advisor and doctors in one place
Easy to update whenever something changes
Just So They Know · Read this first
For Jenny and Mike
Start here
1. Call Robert Hale, our attorney. He has the trust.
2. Call the county retirement office about Dad's pension.
3. Notify Social Security. The cards are in the file cabinet.
Where things are
Trust binder
Desk drawer in the study
House deed
Safe deposit box. Key in the kitchen drawer.
Insurance
Medicare supplement and life policy, file cabinet
Doctors
Dr. Patel (primary), list on the fridge
Monthly bills
Utilities and phone on autopay from checking

Works with the plan you already have

It doesn't replace your will or trust. It's the cheat sheet on top, so your family knows how to use what you set up.

We never ask for passwords

No passwords, no account numbers. Your guide says where things are and who to call, never the keys themselves.

Give your family the first page they'll need.

We're opening to a small group first. Reserve your spot to lock in the founding price.

Launching soon. Founding price $79, one-time: your complete family guide plus a year of updates. Nothing is charged today.