If you died tomorrow, your family would know what you own and where to find it. They would know who to call and what to do first.
PolicyDoctor helps you put your family’s key information in one safe place. We help you set it up, choose who can see it, and write down what your family should do first.
One person often knows how the whole family works.
If that person dies or can no longer help, the family may have papers but no clear plan. No one else knows the full story.
One person knows most of it. They know the accounts, plans, contacts, and how things work. Much of this may only be in their head.
Key papers are spread out. They may be in files, emails, websites, drawers, or someone's memory. There is no one place that shows what the family has.
No one knows who to call or what to do first. Which bank? Which account? Which agent? Which lawyer? Even when the papers are found, the family may not know the next step.
A full plan for your family, built with you step by step.
Each step gives your family something clear they can use.
We Build Your Family's List
We go through what you own, what you owe, and who your family may need to call. Then we make a clear list and put it in one safe place.
You Can Write What Comes First
You can leave clear steps for your family to follow. Tell them who to call, what to check, and what to do first.
You Choose Who Has Access
You choose the people you trust. You also choose what each person can see in your vault.
We Keep Your Vault Up to Date
Once a year, we review your vault with you. We update what has changed so your family can still find the right information.
We build it with you from start to finish.
Your $349 fee includes your setup and first year. We set aside two hours to build your vault with you and make sure your trusted person can get in. If we need more time, we can meet again on another day at no extra cost.
Use Our Checklist
We give you a full list of things to look for before your meeting. You use it to gather the accounts, records, contacts, and other items you want in your vault.
Build Your Vault
During the meeting, we add your information and put each item in the right place.
Add Your Trusted People
You choose who should have access. We add them and set what each person can see.
Test Their Access
We make sure your trusted people can sign in and find the parts of the vault you chose to share.
PolicyDoctor organizes the information you provide. We do not guarantee discovery of every account, asset, obligation, or document — the system is built from what we gather together.
Give your family answers, not confusion.
Set up your vault that shows your family what you have, where to find it, who to call, and what to do first.