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Be the Difference
by guiding your families with clarity and ease.
How it works
Invite your families
Our platform allows your families to add as many relatives and friends to contribute to the planning process, whether they’re across the country or across the kitchen table.
Oversee your families
Oversee your families in one place while obtaining real-time status updates on where each family stands throughout the planning process.
Delegate tasks
Create and delegate tasks for family members guiding them through the planning process.
Communicate together
Group messaging makes sure each family is on the same page. We make communication easier in order to reduce the number of phone calls and cluttered inboxes.
Upload documents
You and your families can upload or download documents including photos, legal documents, and other important information in one place. No more losing documents in emails or waiting for documents to be dropped off.
Schedule a demo to learn more
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Contact us
Our office
227 West Monroe Chicago, IL 60606 Suite #5200
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