A complete platform for end-of-life planning.
From the moment of loss through legacy preservation and financial protection. Some of these are live today; others are on the roadmap. We label them honestly because you deserve to know the difference.
From the first call to the day itself.
Funeral Concierge
AI-guided planning and coordination from the first conversation to the day itself. This is the product that exists today, with real users.
When a death happens, the next 72 hours are the most logistically dense of a family's life. Death certificates need ordering. A funeral home needs choosing — within budget, within preference, within proximity. Veterans benefits may apply. Documents need gathering. Calls need making. Most families do this for the first time, in the worst moment of their lives. The Funeral Concierge sits with them through every step — listening in plain language, building a checklist tailored to their situation, comparing vetted providers, drafting the obituary, and tracking what's done. A human advisor steps in the moment a question goes beyond what software should answer.
What's included
- Personalized step-by-step checklist
- Provider recommendations within your budget
- Automated obituary drafting
- Document organization and tracking
- Veteran benefits guidance
- Human advisor escalation when needed
The paperwork that protects what you leave behind.
Will & Estate Planning
Guided workflows for wills, trusts, and beneficiary designations — delivered through partner attorneys and secure document storage.
A will keeps a family out of a courtroom. A trust keeps them out of probate. Beneficiary designations override both — and most people don't realize their old 401(k) still names an ex-spouse. The Will & Estate workflow walks people through the questions that matter, identifies the documents they actually need, and routes the complex cases to vetted partner attorneys. Everything lives in the same secure vault as the rest of the plan, accessible to the family members you choose, when it matters.
What's included
- Will creation guidance and templates
- Trust planning recommendations
- Beneficiary designation review
- Document storage and sharing
- Attorney referral network
Right-sized coverage, no call-center pressure.
Life Insurance Planning
Right-sized coverage — from small burial policies to whole-life plans — through a licensed, bilingual agent network.
The U.S. life insurance market is built on confusion. Term, whole, universal, indexed — most products are designed to be sold, not bought. The families who need it most are the ones least equipped to compare options. Our approach is simple: a licensed, bilingual agent looks at the actual situation — age, health, dependents, debts — and recommends the smallest policy that solves the problem. Final-expense coverage for someone who just needs $15K of burial protection. Term for a parent with young children. Whole life only when the math actually works.
What's included
- Burial and final-expense coverage ($5K–$25K)
- Term and whole-life comparison, side by side
- Simplified underwriting — fewer medical hurdles
- Bilingual support (English / Spanish)
- Licensed agents, not call-center pressure
The voice, the message, the moment — preserved.
Legacy Preservation
Capture voice, video, and written messages — preserved and delivered to the people who need them, at the moment they need them most.
What people miss most after a loss isn't the documents. It's the voice. The way she pronounced his name. The advice he would have given on a wedding day. Legacy Preservation is the part of the platform that lives beyond the funeral — a vault for voice notes, video letters, written messages, and final wishes, with time-locked delivery to the people you choose, on the days they need it most. A graduation. A wedding. A first child. A quiet anniversary.
What's included
- Voice and video message recording
- Written letters and final wishes
- Time-locked delivery — at a funeral, a wedding, a graduation, or a moment of grief
- Recipient-based delivery system
- Long-term digital memory profile
- Secure, encrypted storage
Our own distribution. No marketing-only middlemen.
Licensed Agent Network
Our own licensed-agent infrastructure — so the coverage families need gets to them directly, without third-party markups.
Most insurance comparison platforms are marketing layers — they sell leads to call centers and take a cut. We're building the opposite: an owned, licensed agent network with a path to all 50 states, so the coverage we recommend is the coverage we can actually place. No bait-and-switch. No phantom quotes. The same person who answers a family's first question is the one who follows the policy through to bind.
What's included
- Licensed agent network, path to 50 states
- Burial, final-expense, and life coverage
- Bilingual agents (English / Spanish)
- Agent dashboards and lead management
- Transparent commission tracking
- Owned distribution — not a marketing-only layer
How we build
Three principles that shape every offering.
Live, launch-ready, roadmap.
We label each offering by where it actually is in the build — so you know what's available today and what's coming. No vaporware.
One vault. One family. One plan.
Documents, decisions, providers, and people all live in the same secure workspace. Add who needs to see it; remove who doesn't.
Software where it helps. Humans where it matters.
AI handles the logistics — checklists, drafts, comparisons. Licensed agents and advisors handle the questions that need a person.
Ready when you are