For professionals
A helpful next step to hand the families you serve.
Plans & Keepsakes gives families guided playbooks, checklists, and a private place for their memories. You introduce it. They use it on their own.
Families stay private. Professionals can introduce the app to families, but never see a family's information, files, or progress.
What you are offering families
A useful next step after your advice.
You help a family buy a home, prepare legal papers, make a financial plan, or arrange care. Plans & Keepsakes gives them clear guides for what to do next and where to keep their records — in storage they already control.
Your professional advice remains yours. Plans & Keepsakes does not store a family’s documents, and it does not give you any view into their account.
Read the Records GuideWhat families get
Guided playbooks
Free step-by-step guides for a new baby, a new home, caregiving, emergencies, estate planning, and after a loss.
First Calls
Suggested calls, personalized scripts, and questions to ask after a loss.
The Records Guide
A checklist for keeping important records in storage the family already uses and controls.
Private memories
Photos, videos, interview recordings, letter drafts, milestones, and a baby book — private to the family’s account.
Who introduces Plans & Keepsakes
Notaries
After a signing, point families to guides on where to keep their copies and what to do next.
More for notariesRealtors
Give new homeowners the homeowner playbook and a room-by-room inventory to start in their first week.
Mortgage professionals
Share a practical next step after closing: what to gather and where to keep it.
Title companies
Help clients know which closing papers to keep copies of, using the Records Guide.
Financial planners
Introduce the estate and aging-parent playbooks alongside your planning conversations.
Insurance agents
Encourage clients to build a home inventory with photos before they ever need to file a claim.
How it works
- 01
Tell us about your practice
Use the form below. We will reply by email.
- 02
Introduce Plans & Keepsakes
Mention the free playbooks to families when they would help — at a closing, a signing, or a planning meeting.
- 03
Families take it from there
Each family uses the app on their own. You never see their information, files, or progress.
An everyday example
The closing papers are only the beginning.
A new homeowner can follow the homeowner playbook, keep copies of their deed and insurance policy in their own storage, and build a room-by-room inventory with photos.
When a repair, move, or insurance question comes up, they know where to look.
Read the homeowner guideGet in touch
Tell us about your practice. Questions? terry@signedontime.com