Create your account

Step 1 — Your details · Step 2 — Choose a plan · Step 3 — Secure checkout

1. Account information

First name

Last name

Password

Confirm password

2. Subscription plan

Select a monthly plan. You can change or upgrade your subscription later from your account.

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Bronze

Essential tracking for core household assets

Bronze — Monthly

Personal information, marriages, and children records
Vehicles (automobile, motorcycle, trailer) and primary residence
Checking, savings, and core financial accounts
Billed monthly; upgrade or change plan anytime

Silver

Broader coverage for property, family, and finances

Silver — Monthly

Everything in Bronze, plus expanded real estate and family records
Additional retirement, brokerage, and government benefit categories
More vehicle and property subtype options as your needs grow
Billed monthly through secure checkout

Gold

Comprehensive records across major asset types

Gold — Monthly

Broad coverage including insurance, home contents, and specialty vehicles
Higher-tier subtypes such as boats, rental property, and annuities
Designed for households with diverse assets to organize
Billed monthly; full access to Gold-level categories and subtypes

Platinum

Full access for complex estates and families

Platinum — Monthly

Complete access to all asset categories and premium subtypes
Contacts, collectibles, and advanced record types included
Our fullest plan for complex estates and multi-generational families
Billed monthly with priority access to every feature tier

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