Efficient Organization - Centralizes personal information in one secure place and keeps legal details up to date, including name and address. Stores detailed personal records and family information in a safe, organized format. Innovation and Security - Safely stores legal documents and data with controlled access. Enables trusted contacts such as your lawyer and doctor to access essential documents to ensure seamless organization and strong security. Accountability and Financial Management - Tracks finances in one place: bank accounts, credit cards, retirement funds, and property details. Keeps financial information orderly and ready for trusted parties to review or manage as needed. Ease of Use - Simple, clear end of life planning for you and your loved ones. Implement care preferences, organ donor decisions, and other instructions with clarity, providing peace of mind and protecting your legacy. Key attributes - Function: organizes personal, legal, and financial information for easy reference - Size: compact and easy to store with other important documents - Security: secure storage with access controls for trusted individuals - Compatibility: designed to work with your existing documents and professional advisors - Performance: keeps information up to date and readily accessible when needed Use scenarios - Scenario 1: Caring for an aging relative by consolidating medical directives, insurance details, and caregiver notes so family members can locate them quickly. - Scenario 2: An executor or attorney accesses accounts, directives, and wills to settle affairs efficiently while maintaining data privacy. - Scenario 3: In daily life, family members use the planner to manage medical appointments, bills, and benefit enrollment, reducing confusion during transitions.