Closing Notes
Closing Notes is a guided personal affairs document — the one thing that gives the people you leave behind exactly what they need, without making them search.
It covers everything: financial accounts, insurance policies, legal documents and where they're kept, digital accounts, final wishes, key contacts, who to tell (and how much to share with each person), and anything else that matters.
How it works:
- Fill in the guided form at your own pace — it saves automatically in your browser as you go
- Generate a clean, formatted PDF your family can use
- Use "Save my data" to download a backup file and pick up on any device
- Your information is never stored on our servers
One document. Everything in one place. Done when you are.