This is a short, spoken conversation that gently organizes the practical information your loved ones would need if you were suddenly unable to manage things yourself, or if you passed away. No forms. No spreadsheets. Just talk it through, and come back anytime to add more.
Talk naturally, one topic at a time. If you don't know something, we'll simply add it to your list for later.
A guided voice conversation asks about the people, documents, bills and everyday details someone may need to know.
Your answers are organized into what's known, what needs to be found and what still needs to be decided.
Come back next week or next month. We'll remember what you've already covered and continue from there.
You don't need to prepare or have every answer ready.
Who to contact first, and who's part of your day-to-day household.
What you own or rent, and who'd need to know how it's managed.
What regularly needs paying, and how it's currently handled.
What exists and where someone would find it—we never ask for passwords, PINs, SINs or complete account numbers.
Who'd step in for the people and animals who rely on you.
Whether a password manager or trusted person can find what's needed — never the passwords themselves.
If you're comfortable, we'll also ask what you would want if you passed away, so the people you love aren't left guessing. You can skip any question.
This is an early prototype being tested with a small group. Conversations may be transcribed and reviewed so we can improve the experience. Please only share information you're comfortable including in this test.
Set aside about ten quiet minutes. There's no rush and no wrong answers. "I don't know" and "I'll need to check" are perfectly useful responses.