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Plan ahead, at your own pace

Get organized so your family won't have to.

A guided, private place to put everything your family will need — built at your own pace.

Create my plan — it's freeSee how it works

For whenever you are ready

Start the plan that your family will be glad to find.

Settling an estate often takes many months, and court costs and fees vary a great deal by state. In California, for example, attorney and executor fees are set by statute as a percentage of the estate. Pick a starting point below, and work through it at your own pace.

This is for

Where to start

Documents — for you

The seven documents that change everything.

Most adults are missing at least four. None take more than an hour each. All of them live in one secure place after.

  1. Sunday afternoon

    The legal four

    • Will — current, witnessed
    • Healthcare proxy — who decides when you can't
    • Advance directive — what you do and don't want
    • Power of attorney — finances, when needed
    See local providers Store in your vault
  2. An evening

    Account inventory

    • Bank, brokerage, retirement
    • Life insurance, long-term care
    • Deeds, titles, safe-deposit key
  3. Thirty minutes

    The passwords your family can't recover

    • Apple ID, phone passcode, primary email
    • These are nearly impossible to retrieve later — even with a death certificate
    • Stored encrypted, released to the people you choose
    Open your vault

One vault. Family knows where it is. Free to start, no card required.

Documents — helping a parent

The conversation, then the seven documents.

Start with the document inventory — it's the least loaded entry point. The hard conversations open from there.

  1. First weekend

    Find out what already exists

    • Is there a will? When was it last updated?
    • Healthcare proxy and advance directive in writing?
    • Power of attorney for finances?
    • If gaps, an estate attorney covers all four in one sitting
    See local providers
  2. A quiet hour

    The account inventory

    • Where the will is, who has copies
    • Bank, brokerage, retirement, insurance
    • Deeds, titles, safe-deposit access
    Open a shared vault
  3. While they can recall

    The passwords nobody can recover later

    • Apple ID, phone passcode, email — frame as logistics, not urgency
    • Family vault lets multiple people hold access keys

Their vault, shared with you. You see only what they release.

These steps are general guidance only — not legal, medical, or financial advice. Every situation is different. Consult a licensed attorney, physician, or financial advisor for decisions specific to your circumstances.

Feature · Document Vault

One vault. Everything that matters.

The first decision your family will make is "where do I look?" Save them three days of phone calls and locked-out accounts.

What lives inside

Encrypted at rest. Your designated Successor can view it once a death is reported and takes full control after Passings verifies the death; you choose who that person is. You see what's in it; they see only what you release.

  • Legal documents — will, healthcare proxy, advance directive, POA, trusts
  • The recoverless passwords — Apple ID, phone, primary email, password manager keys
  • Accounts & assets — bank, brokerage, retirement, life insurance, real estate, vehicles
  • Beneficiaries & designations — who gets what, on which account
  • Where the physical things live — safe-deposit, fireproof box, the manila folder in the desk
Open your vault — freeSee how it worksTwo minutes to set up. No card.
Your vault
  • Will (current)PDF · 2.3 MB
  • Healthcare proxyPDF
  • Apple ID
  • Power of attorneyNot added
  • Life insurance — MetLifePolicy #
  • Safe-deposit — Chase, 5th & MainKey in desk
  • Brokerage — FidelityAccount #
Released to · Sarah (executor), Tom (spouse)
See all features

Feature · Legacy Center

The part of you they'll actually keep.

The will gets filed. The vault gets opened once. A voice memo is the thing they play again for years. Add letters, recordings, photographs, and the stories that go with them.

Yours to give. Theirs to keep.

Released to the people you choose, after your death, no earlier than the timing you set. Add to it over years, on Sunday afternoons.

  • Letters to specific people, sealed until after your death
  • Voice memos & short video — five minutes is enough
  • Photographs with the stories that go with them — names, places, why
  • Recipes, family history, who-knows-what — the things only you know
  • Delivered no earlier than the timing you choose: once your death is confirmed, 24 hours later, or one month later. Your Successor can delay a delivery by up to 14 days but cannot stop it
Open the Legacy CenterSee an exampleAdd to it as you go. Family sees only what you release.
Your legacy
  • "How I met your mother"Voice · 4:12
  • For MayaLetter · sealed
  • Granddad's photographs23 with stories
  • Mom's pierogi recipe+ voice
  • For AlexDraft
  • The year we moved to MainePhotos · 12
Delivered after my death · Maya, Alex
See all features

Feature · Guided checklist → your Plan

A guided checklist. A plan your family can use.

A short wizard learns your situation — family, assets, state, faith — then shows you only the tasks that apply. Tick them at your own pace, bring family in where it helps. The Plan composes itself as you go.

Tailored to you. Ticked at your pace.

Each task is one decision — not a whole document. The checklist hides anything that doesn't apply, so you're never staring at a list meant for someone else.

  • Guided & interactive — at your own pace, save and resume anytime
  • Tailored to you — the wizard surfaces only the tasks that apply to your situation
  • Collaborative, with permission control — invite spouse, executor, adult children; you set what they see and when
  • Plan ready to hand off — a readable document your family opens the day they need it
  • Free to start. No card. Email only when you're ready to save
  • Add features as you go — vault, Legacy Center, marketplace, all in one place
Start your checklist — freeSee an example planTwo minutes to set up. Share with anyone, any time.
Your steps · 2 of 540%
  • ✓Will — current, witnessed
  • ✓Healthcare proxy named
  • Beneficiary review3 of 5
  • Letter to my daughterDraft
  • Pre-need funeralNot started
becomes
Plan — David Chen
Updated 14 May
Executor
Sarah Chen (sister) · Tom Chen (backup)
Healthcare
Proxy + advance directive · in vault
Funeral
Cremation · service at home
Legacy
3 letters · 2 voice memos · delivered after death
Shared withTSMTom · Sarah · Mom
See all features

Side by side

What it actually looks like — with and without.

Same six categories. Two very different versions of what your family does in the year after.

Category
Without a plan
With Passings
Documents
Scattered across drawers, locked email accounts, a safe-deposit box nobody has the key to. Days of searching.
One encrypted vault. Family knows where it is and who has access. Found in minutes. Open your vault
Wishes
Family guesses at the hospital, then guesses again at the funeral home. Disagreements at the worst possible time.
Healthcare proxy, advance directive, and funeral preferences written, signed, and shared. Build your Plan
Funeral
A decision around $8,300 (the NFDA 2023 median for a funeral with viewing and burial), made in the first 48 hours, often by the most exhausted person in the room.
Pre-need arrangement made ahead of time. The first 48 hours are about people, not invoices. Pre-need providers
Stories
"I wish I'd asked Mom about that photograph." Lost when memory fades.
Letters, voice memos, photographs with the stories that go with them — released the way you choose. Open the Legacy Center
Probate
Often several months or more, with costs that vary by state. Court oversight, attorneys, hearings.
Beneficiaries named, trust (if warranted), titles in order. Accounts with a named beneficiary or transfer-on-death designation generally pass outside probate. See local providers
What your family does
An estate without a plan typically takes 9–18 months to close — a year of phone calls, paperwork, locked accounts, recovered passwords — running alongside grief.
Reads the plan. Calls the people the plan names. The hard week becomes a hard week, not a hard year. Open a free plan

When it would help

People who do this every day.

You don't need an attorney to start a plan. When you are ready to sign documents, make a pre-need arrangement or choose a cemetery, these are the people who do it every day. Browse local providers and contact them directly.

Estate attorneysWill, trust, power of attorney, advance directive. Passings does not list attorneys; an estate attorney in your state can help.Pre-need funeral planningDirect cremation or full service, arranged ahead of time so the first 48 hours hold fewer decisions.Cemetery & memorial goodsPlots, headstones, caskets, urns. Plot supply is finite in many areas; pre-need pricing on hardware usually beats at-need.
Financial & estate planners Coming soonTax efficiency, trust strategy, beneficiary review.
Life insurance review Coming soonOld policy, outdated beneficiary, undersized coverage. A review can show what the policy covers today.
Faith directory Coming soonClergy and chaplains across traditions. For now — contact your local faith community directly.

Reading the page and starting a plan are free. You only pay a provider when they do work for you.

A few common questions

Things people ask before starting.

  • I'm healthy and in my 40s. Is it really worth doing this now?

    Yes — and not because anything's imminent. The cheapest, easiest version of every document on this page is the one written when you're healthy. Will, healthcare proxy, advance directive, beneficiary review — all easier to do calmly than reactively. You can start whenever you are ready, and go at your own pace.

  • What does this actually cost?

    Passings itself: free to start, no card. You only pay a provider, such as an attorney, financial advisor or funeral home, when they do work for you, and you arrange that with them directly. Each provider can tell you their prices before you decide.

  • Will or trust?

    It depends on your state, your assets and your family. Real estate in more than one state, a blended family, minor children or an heir with special needs can all change the answer. An estate attorney can tell you what fits your state, often in one sitting.

  • Why share the plan with family if I just spent time on it?

    Because the plan only works if the right person finds it. Half the value is in your executor and family knowing where to look — without that, your work shows up six months into probate. You control who sees what, and when. Many readers share read-only with a spouse and adult child; that's plenty.

  • Is it secure?

    Documents and the Legacy Center are encrypted at rest. Release rules are yours to set. Zero-knowledge documents can't be read by anyone at Passings. Legacy content goes to the people you named, no earlier than the timing you chose, after Passings confirms the death and releases it. Your Successor can delay a delivery by up to 14 days but cannot stop it.

  • My parent won't talk about any of this. What do I do?

    Don't lead with funerals. Lead with logistics: "where's the safe deposit key?", "where's the will?", "what's your Apple ID for the photos?" Most conversations open from there. If they're stuck, the Plan engine has a script-style intake they can fill at their pace — and you don't have to be the one asking the questions out loud.

How Passings works

1

Step 1: Answer a few questions

Faith tradition, family situation, and state — so your checklist fits your life.

2

Step 2: Get your personalized plan

Thousands of tasks across 12 categories, tailored to your specific situation.

3

Step 3: Complete at your own pace

Save and return anytime. Everything auto-saves. No pressure, no deadlines.

4

Step 4: Give your family clarity

When the time comes, your family has a clear blueprint — organized and accessible.

Passings

Passings is a navigational tool, not a provider of legal, financial, or medical advice. Always consult a qualified professional for wills, trusts, powers of attorney, and healthcare decisions.

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Last updated: October 8, 2026Back to top
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