Your plan. Your peace of mind.
Make room for what matters.
Choose the planning support that fits your life. Clear pricing and a private place for your wishes.
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Compare what’s included.
Complete Annual and Complete Lifetime include the same planning features. Choose the access period that suits you.
| Planning features | Basic | CompleteAnnual or Lifetime |
|---|---|---|
| Private document organization | Included | Included |
| Trusted contacts and planning checklists | Included | Included |
| Bucket list and funeral wishes | Included | Included |
| Text and audio legacy messages | Included | Included |
| Video legacy messages | — | Included |
| Secure document sharing | Included | Included |
| Review workflows for your documents | Included | Included |
| Private file storage | 5 GB | 5 GB |
| Personal data export | Included | Included |
| Financial accounts, goals and transactions | — | Included |
| Digital asset inventory | — | Included |
| Family accounts and inheritance planning | — | Included |
| Emergency access requests | — | Included |
| Legal planning tools | — | Included |
| AI guidance and document insights* | — | Included |
| Downloadable planning packets (PDF) | — | Included |
| Social account and publishing plans | — | Included |
*AI tools require the service to be enabled and configured. Social tools organize publishing plans; they do not publish directly to social networks. Every plan includes browser access on desktop, tablet and phone.
Basic: your planning essentials
Keep your important documents, contacts, wishes and messages together. Review your records, share documents with trusted people and export your information.
Complete: your wider planning picture
Add financial and digital asset planning, family accounts, legal tools, PDF packets and AI guidance when enabled. Annual access lasts 12 months; Lifetime gives you the same features without an expiry date.
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