How It Works


1. Visually organize key family records and information
Six categories
Six common categories easily organize Items
Templates
Select from dozens of templates that represent papers, records, and files
Easy to use
Drag and drop a template onto one of six categories.
Then click to edit



2. Personalize and add detail to Items
No uploads
No uploads. Pre-formatted fields make it easy to enter critical information
Enter contacts
Attach and view critical contacts for each item
Track your status
Completed status for each item is tracked for you



3. Invite selected advisors, family members and trusted friends to view information
Control access
You control who you want to share information with. Revoke or change access at any time
Share items
You decide which items you want to share
Secure access
Confidant sends out invites for secure access as designated by user


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