For notaries & family advisors
You help prepare the papers. Help families know what comes next.
Introduce families to free guides on where to keep their signed documents, who to tell, and how to prepare for life’s big moments.
Families stay private. Professionals can introduce the app to families, but never see a family's information, files, or progress.
In plain English
You help prepare the papers. Families need to find them later.
Plans & Keepsakes gives families guided playbooks, checklists, and a private place for their memories. It does not store their important documents — those stay in storage the family already uses and controls.
For a notary or advisor, that makes it a practical next step to mention after a signing. The guides do not replace notarization or legal advice.
See a guide your clients can useWhat families get
The Records Guide
A plain checklist of which signed documents to keep copies of, and how to keep them in storage the family already uses and controls.
Guided playbooks
Step-by-step guides for estate planning, aging parents, caregiving, a new home, a new baby, and emergencies.
First Calls
Suggested calls, personalized scripts, and questions to ask after a loss.
Private memories
Photos, videos, interview recordings, letter drafts, and milestones — private to the family’s account.
Other professionals who introduce it
Trust & estate attorneys
After documents are signed, point families to the Estate & Final Wishes playbook so they know where copies belong and who to tell.
Read the guideFinancial advisors & insurance agents
Suggest the homeowner and estate playbooks, and encourage a home inventory with photos before a claim is ever needed.
Read the guideReal estate agents
Give new homeowners a first-week starting point: what closing papers to keep copies of, and a room-by-room inventory.
Read the guideSenior care advisors
Share the caregiving and aging-parent playbooks so families know what to gather and how to share it through their own storage.
Read the guide
For families arranging care
A clearer handoff for everyone helping.
A parent’s medication list, doctors’ contacts, insurance copies, and care instructions are often in several different places. Our caregiving guide explains what to gather and where to begin.
Families keep those records in their own storage and share them through their storage provider, so the family leaves with a manageable next step rather than another stack of papers.
Read the caregiving guideQuestions
- Can I see my clients’ information?
- No. Professionals introduce Plans & Keepsakes to families. You never see a family’s information, files, or progress.
- Does Plans & Keepsakes store my clients’ signed documents?
- No. Families keep important records in storage they control. Our Records Guide shows them how.
- Does this replace notarization or legal advice?
- No. Playbooks and guides are general organizing guidance, not legal, financial, medical or insurance advice.
- What does it cost to introduce Plans & Keepsakes?
- The playbooks and the Records Guide are free to read. Get in touch to talk about how you would like to introduce them.
Want to introduce Plans & Keepsakes?
Tell us about your practice, or email terry@signedontime.com.
Get in touch