Parent planning for adult children
Create clear instructions so your kids are not searching drawers, inboxes, and old folders while grieving.
For Families
Simple planning for real-life families
For parents, spouses, and caregivers who want loved ones to have clear next steps, not stress and uncertainty.
Spouse preparing household continuity
Make sure your partner knows every key account, contact, and next step needed to stabilize the household.
Caregiver organizing care transitions
Document practical details and trusted contacts to reduce confusion during already emotional transitions.
Family lead coordinating after-loss responsibilities
Use role-specific permissions and clear approvals so every person knows what they can do and when they can access information.
What goes into your family plan
Your family plan follows the same five simple steps, with clear actions under each one so nothing important slips through the cracks.
1. Take Inventory
- List all financial accounts, insurance policies, property, and recurring bills.
- Capture important contacts such as advisors, attorneys, employers, and care providers.
- Record digital assets, password approach, and where secure access instructions are stored.
- Identify what your family would need in the first 72 hours after an emergency or loss.
2. Plan Your Wishes
- Document healthcare directives, proxy decisions, and treatment preferences.
- Write funeral, memorial, and personal legacy wishes in plain language.
- Clarify who should handle family communication and sensitive updates.
- Add practical guidance for dependents, pets, and immediate household continuity.
3. Organize and Secure Important Documents
- Centralize wills, trusts, powers of attorney, and beneficiary documents.
- Get guided help organizing Living Trust and Will information so your family and attorney have clear, usable details.
- Note where original signed documents are physically stored and who can retrieve them.
- Attach supporting records such as IDs, deeds, titles, policy documents, and account statements.
- Set app permissions so only the right people can view, download, or act on each document set.
4. Protect Your Family's Future
- Set up family members and assign clear responsibilities so everyone knows their role.
- Share access safely with trusted people and define approval boundaries.
- Use export and sharing controls for attorneys, advisors, and emergency use cases.
- Confirm your family knows where the plan lives and how to activate it when needed.
5. Annual Review and Monitoring
- Schedule a yearly review and update after major life, health, or financial changes.
- Re-check permissions, contacts, and document versions so access stays accurate.
- Confirm proxy, beneficiary, and role assignments still reflect your current wishes.
- Keep your family legacy playbook current so it is ready when needed.
Why this is different from typical end-of-life tools
Resolve Legacy combines practical family coordination, clear next-step planning, and secure access controls in one family readiness plan you can actually follow.
See How We Protect Your Information