Self-Assessment Quiz
7 questions, 3 minutes. See which plan fits your situation and what to do first.
Features
Everything required to protect your family
One place for the quiz, your asset list, will, documents and family briefing. Works wherever you live, with India-specific will drafts and asset types built in.
What you get
Every feature works worldwide, and India gets extra depth: succession law, asset types and family structures. Start free, upgrade when you need more.
Core planning
Financial Inventory
Document all 12 asset categories with guided input and smart duplicate detection.
Will Builder (India)
8-step guided draft for the Hindu Succession Act 1956 (Hindus, Sikhs, Jains, Buddhists), for people living in India. Drafts for Muslim Personal Law and the Indian Succession Act 1925 aren't ready yet. Outside India, store your existing will in the document vault. Lawyer review recommended.
Digital Legacy
A password vault that is encrypted on your device, so we cannot read it. Plus instructions for your social media accounts, a list of subscriptions to cancel, and crypto guidance for your family.
How we protect your data
Action Plan
A step-by-step task list, from gathering papers to briefing your family. Tasks you finish elsewhere in the app tick off on their own.
Family & access
Family Access Control
Give each person a role. A Helper sees your plan now, your Executor only after your death is confirmed, and others only if you approve an emergency request. Access is read-only. Free includes one Executor; other roles need a paid plan.
Family Conversation Toolkit
Scripts to start the conversation, what to say if they push back, and templates you can adapt.
Documents & security
Document Storage
Keep bank statements, deeds, policies and will copies in one place, up to 25 MB per file. Files are encrypted when stored and when sent over the internet.
How we protect your data
Medical Directives & Emergency Card
Life support, organ donation, DNR, medical POA, blood type. Printable wallet card for emergencies.
Support & growth
Annual Review & Maintenance
A yearly reminder to review nominees, asset values and your will. Review sooner after a marriage, a birth or a move.
Professional Network (waitlist)
We are building a verified network of estate lawyers, CAs and financial planners. Sign in and join the waitlist on the Professionals page, and we will tell you when it opens.
Educational Content Library
Articles, checklists and FAQs on wills, nominees, claims and family conversations, many covering Indian law in detail. Search by topic.
Platform
Phone, tablet or computer
Works in any browser. There are also apps for Android on Google Play and for iPhone on the App Store.
Get the Android app on Google PlayGet the iPhone app on the App Store
Notifications
Reminders by email and WhatsApp, plus prompts on your dashboard. You choose email, WhatsApp or both.
What else is included
Legacy Messages
Write letters, or share a video link, for the people you love. We deliver them after your death is confirmed, or on a date you choose. Premium and above.
Life Timeline
Document milestones and memories. Share your story with your family.
Two-step sign-in
Sign-in can ask for a code from an authenticator app, with backup codes in case you lose your phone. Vault passwords are encrypted on your device.
Emergency Access
People in your Family list can ask for access in an emergency. You have 72 hours to say yes or no.
Check-in Reminder
If you don't sign in for 3, 6 or 12 months (you choose), we check in by email or WhatsApp. If you still don't respond, we let your Trusted Contacts know.
Documents linked to assets
File each document under a category and attach it to the asset it belongs to. Your family finds the policy paper right next to the policy.
Readiness Checklist
A checklist shows what is done and what is still missing, so you always know the next step.
Annual review reminder
Once a year we remind you to check nominees, your will and documents, so nothing stays out of date after a marriage, a birth or a move.
