Just So They Know
For parents

If something happened to you tomorrow, would your spouse know where everything is?

Answer a few simple questions, by talking into your phone or typing, and we turn them into one clear guide your family can actually use. 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 4 of 12Insurance
Where's your life insurance policy, and who's your agent?
"It's in the fireproof box in the hall closet. Our agent is Dana at Northside Insurance."
Saved to your guide
Tap to talk

You've got it handled. They just don't know that.

A dad smiling at his young daughter at the kitchen table

The accounts only you manage

Which bank, which retirement plan, which bills are on autopay.

The paperwork in a drawer

Life insurance, the will, the deed. Where it is and who to call about it.

Who to call first

Your employer, your insurance agent, the person who can pick up the kids.

Life is fragile. If you're suddenly unavailable, after an accident, an illness or worse, your family shouldn't be left chasing everything down in the most chaotic week of their lives.

How it works

1

Just talk

Simple prompts, one at a time. Speak your answers into your phone, or type them. Stop and pick up whenever you like.

2

We organize it

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

3

Share it with your person

Choose who gets it. Update it when life changes, and it stays ready.

What your family gets

One page. Everything they need to start.

Not another thick binder. A plain-English cheat sheet that tells them what exists, where it is, and who to call first.

What to do first, in order
Where every important document lives
Who to call for each account and policy
Kept current with quick check-ins
Just So They Know · Read this first
For Sarah, if I can't be reached
Start here
1. Call Tom, my manager, so work knows.
2. Call Dana at Northside Insurance about the life policy.
3. Kids' pickup: Grandma first, then the Lees next door.
Where things are
Will & trust
Blue binder, top shelf of the office closet
Life insurance
Fireproof box, hall closet
Bank accounts
Checking at the credit union, savings online
Retirement
401(k) through work. Ask HR.
Autopay bills
Mortgage, power, phone, daycare

Already have a will or trust?

Great, you did the hard part. Just So They Know sits on top of it: the cheat sheet that tells your family how to use what you set up.

No passwords. No account numbers.

We never ask for them. Your guide tells your family where things are and who to call, not the keys themselves.

Do it once. Just so they know.

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.