How It Works
1. Visually organize key family records and information
Six common categories easily organize Items
Select from dozens of templates that represent papers, records, and files
Drag and drop a template onto one of six categories.
Then click to edit
2. Personalize and add detail to Items
No uploads. Pre-formatted fields make it easy to enter critical information
Attach and view critical contacts for each item
Completed status for each item is tracked for you
3. Invite selected advisors, family members and trusted friends to view information
You control who you want to share information with. Revoke or change access at any time
You decide which items you want to share
Confidant sends out invites for secure access as designated by user
