A private record · Held in confidence
Create one clear, private record of important documents, accounts, contacts, wishes, and first steps — securely kept under your control.
Private by design · Held in confidence · Always in your control
Recommended by professionals who support families through life's hardest moments.
Why it matters
If something happened, they would need answers quickly.
Where things are. Who to call. What to do first.
The Family Record helps make sure they do.
Protected by design
The Family Record is built to keep your information private, secure, and in your control. We use modern security practices designed for sensitive family records and important personal information.
Encrypted in transit and at rest. Secure authentication, access controls, and trusted sharing built in. Payments are processed separately by Paddle — we never see your card details.
Your record is protected with encryption in transit and at rest. Documents are stored in private file storage with time-limited secure download access.
Only you can access your record by default. Trusted sharing is optional, controlled by you, and can be revoked at any time. Share links can be restricted, time-limited, or single-use for added protection.
Export your record to PDF whenever you choose, so you always have a copy outside the app.
Everything in one place
Wills, insurance, IDs, records.
Accounts, obligations, providers.
Lawyer, advisor, family, key people.
What to do first.
The difference
Without a record
With The Family Record
When you're ready
Most people know this matters. Few ever get around to it.
The Family Record makes it simple to finally put it in place.
Pricing
One-time purchase. Update anytime.
A complete private family record for individuals or couples who want everything important in one place.
Secure checkout · Lifetime access · Private by design
Everything you need to get started:
For households who want stronger shared readiness, added guidance, and more peace of mind.
Secure checkout · Lifetime access · Private by design
Everything in The Family Record, plus:
For founders, owners, and partners who need to protect both family continuity and business continuity.
Secure checkout · Lifetime access · Private by design
Everything in Plus, plus:
Applicable state taxes may apply. Built for American households.
Most people start with The Family Record. Families wanting shared readiness choose Plus. Owners and founders choose Business Owner.
Private by design · One-time purchase · Printable anytime
Common questions
Still wondering? Most people finish setting up their record in under an hour.
When you're ready
Private by design · In your control
Guides
Calm, practical reading for the moments that matter most.
A practical checklist for the first days.
Read guide →Decisions to put in place ahead of time.
Read guide →A simple way to gather what your family will need.
Read guide →What to organize so they're never left guessing.
Read guide →Balance security, access, and clarity for your family.
Read guide →Organize medical, legal, and financial information together.
Read guide →Make sure the right information is there when it matters most.
Read guide →A simple, five-step way to bring everything together.
Read guide →