Let Them Know.
Organize legal, financial, property and end-of-life wishes with Family Playbook, a comprehensive, secure and sharable digital record.
Why Family Playbook?
Over the course of your life, you acquire countless properties, documents, collections, accounts, passwords, contacts and memories.
With advanced planning, Family Playbook gives you and your loved ones fast access to emergency and legacy documents.
Without a Family Playbook, you or your loved ones are left to navigate a complicated and confusing maze that can be both emotionally and financially draining.
Whether its a medical emergency, fire or natural disaster, the Family Playbook Life Organizer System is sturdy and easy to grab and move with you.
Family Playbook enables you to easily prepare and share a comprehensive roadmap to your estate and wishes.
With Family Playbook's optional online platform, it's easy to create and share a digital version of your information.
Security is paramount. If you choose our online option, your online opdata is secured with bank-level encryption and two-factor authentication.
​Answers They'll Need
After the death of a loved one, a hunt ensues to track down key documents, passwords, contacts and related information.
Lawyers, accountants, financial advisors, insurance companies, government agencies, family members and friends only have a piece of the puzzle.
Help your family avoid the chaos and hunt for time-sensitive answers with Family Playbook.
Do It For Your Family
Family Playbook empowers you to provide a comprehensive, transparent roadmap of your important documents, instructions and wishes, all through a simple and secure platform.
Collaborate
We know everyone's situation is unique, so we let you designate people in your inner circle to help build your Family Playbook. This feature is ideal for spouses helping each other, kids helping elderly parents, friends helping friends or an advisor helping a client.
​Intuitive
Family Playbook is easy to use, providing simple step-by-step guidance to help gather the critical information and important end-of-life wishes.
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How Family Playbook Works
Create A Profile
Create your secure profile and select a Family Playbook plan that's right for you.
Answer Questions
Answer a series of questions to build a comprehensive plan for your family.
Invite Family
Add family members and trusted advisors to have access to your secure Playbook.
Secure Access
Your information is protected and you can make changes and edits at any time.
We Guide You Step By Step
Why Family Playbook?
Over the course of your life, you acquire countless properties, documents, collections, accounts, passwords, contacts and memories.
While we all know that everyone is going to die at some point, most do not share a detailed record of their estate, funeral plans and wishes.
Without a Family Playbook, your loved ones are left to navigate a complicated and confusing maze that can be both emotionally and financially draining.
While the grief one feels after losing a loved one is unavoidable, the stress of dealing with the organizational aftermath is preventable by creating a Family Playbook.
Family Playbook enables you to easily prepare and share a comprehensive roadmap to your estate and wishes.
You choose who has access to each section of your Playbook, ensuring the right people can take the right steps.
Security is paramount. Your data is secured with bank-level encryption and two-factor authentication.
Our Plans
Best Value
Is there a mortgage on the home?
Who is the financial advisor?
Is there a credit card balance?
3.4M
U.S. Deaths Annually
What's your
Family's Playbook?
Does dad want burial or cremation?
Who should get mom's jewelry?
Where is the will?
Are the cars leased or owned?
100%
Certainty
None of us will outsmart death
$49B
Unclaimed Property in the U.S.
Do you have a detailed list of your current accounts, property and other valuables?
I wish I could find wedding pictures of mom and dad
What would he want the grandkids to have?
4,951
Banks in the U.S.
Do your kids know which banks you use?
Are there any outstanding loans?
How do I access dad's social media accounts?
Are there brokerage accounts?
What's mom's iPhone password
Where?
Do heirs know where
you keep your Trust?
Tax Documents? Bills?
What music should we play?
Did she have life insurance?
Jerry T.
Pasadena, CA
"Family Playbook is easy to use and has given me peace of mind that my documents and wishes are organized and accessible to my sons"