For families who plan ahead
A guided session and a professionally printed binder — so the people you love are never left guessing.
Reserve Your Spot — $29990-min guided session + printed binder · Limited pilot spots
The uncomfortable truth
You're probably the one in your family who holds everything together — the accounts, the contacts, the passwords, the plans. What happens if you suddenly can't share it?
"I realized my husband had no idea what accounts we had, where our insurance was, or who to even call. And honestly, I wasn't completely sure either. We kept saying we'd sort it out — but life keeps getting in the way."
Insurance policies, investment accounts, property records, passwords — spread across drawers, drives, and inboxes.
Your financial advisor, your lawyer, your doctor — would your family know who to call?
Healthcare directives, estate preferences, what you'd want — not written down anywhere your family can find.
What you get
Milestones isn't a filing cabinet — it's a living document that holds the information your family would need, and the story they'd want to have.
Where every key document lives — not the documents themselves (those stay locked up), just what exists and where to find it.
Financial advisor, lawyer, accountant, doctor — organized with account references and instructions.
The chapters of your life. Your advice for your children. Captured while you're here to tell it.
Healthcare decisions, estate guidance — documented so the people who love you don't have to guess.
Most people put off making a will because they don't know where to begin. Once your documents and wishes are organized here, sitting down with a lawyer becomes a one-hour conversation — not a months-long project.
Not a PDF. A real binder, professionally formatted — something your family can hold, update, and keep.
Why this matters
of adults don't have their key documents organized in one place
is all it takes — one guided session to capture what took a lifetime to build
pilot spots available at this price — we're keeping the first cohort small
The process
Reserve your spot and schedule a 90-minute guided session — video call, at your convenience.
A trained facilitator walks through everything, gently. No prep work needed. No overwhelming forms.
We organize everything into a professionally printed binder. Yours to keep, update, and eventually share.
Is this for you?
Get started today
Pilot pricing is available for the first 7 families only. After that, the price goes to $499.