Let Them Know.
Organize legal, financial, property and end-of-life wishes with the Digital Family Playbook, a comprehensive, secure and sharable digital record.
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.
Our Plans
Best Value
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.
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
