YOUR PLAN · DOCUMENTS
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All 17
Legal 5
Financial 4
Insurance 3
Identity 2
Property 2
Personal 1
📅 Last 30 days
🔒 Share-after-release
Document Category Share rule Updated
Last will & testament · v5
PDF · 14 pp · notarized Apr 22
LEGAL
SAM + EXEC
5D AGO
⋯
Revocable trust agreement
PDF · 32 pp · Patel & Reyes
LEGAL
AFTER RELEASE
2W AGO
⋯
Northwest Mutual policy
PDF · 22 pp · $1.25M whole-life
INSURANCE
SAM NOW
3W AGO
⋯
Marriage certificate
JPG · scan · NYC 2011
IDENTITY
SAM NOW
3M AGO
⋯
Brooklyn co-op deed
PDF · 6 pp · 2018
PROPERTY
AFTER RELEASE
6M AGO
⋯
Tax returns · 2023 · 2024 · 2025
PDF folder · 3 docs · prepared by Marsh CPA
FINANCIAL
AFTER RELEASE
1M AGO
⋯
Medical directive & HCP
PDF · 4 pp · notarized 2024
LEGAL · MEDICAL
SAM + PRIYA
1Y AGO
⋯
Letter to Maya and Noah
PDF · 2 pp · long-form
PERSONAL
TIME-LOCKED · 18
6W AGO
⋯
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Category Legal Financial Insurance Identity Property Medical Personal
Share rule Sam now After verified release Time-locked (milestone) Sam + executor only
EMERGENCY BINDER
A printable booklet for the people you trust
Includes everything Sam would need in the first 24 hours — phone numbers, account references, important documents, your survivor checklist, and a personal letter.
Important contacts 9 people · attorney, doctor, employer, friends Account references Bank, insurance, investments — references only, no secrets Funeral & final wishes Burial, ceremony, obituary draft Survivor checklist First 24h · 7d · 30d · 90d Personal letter to Sam The first letter he'll read Crypto recovery (encrypted, separate envelope) Sealed insert — only Sam can open
~38 PAGES · LETTER · DOUBLE-SIDED · 12-PT TYPE