What You Get

A My Life & Wishes account is a complete digital record of the most important items your family needs after your passing.

Here’s what’s included in every My Life & Wishes account:

My Life & Wishes - Account Co-Owners


The Ability to Have an Account Co-Owner

Want to share an account with your spouse, partner, or family member? You have the option of co-managing a joint account, with dedicated information about each of you.






Flexible Access for Your Authorized Users

Give loved ones access to your plan on your terms. Limit what sections specific authorized users see and what they can edit.




My Life & Wishes - End-of-Life Planning Documents



Unlimited Digital Document Uploads

Upload copies of important documents so your loved ones never have to search for the files they need. Store tax records, bank statements, titles, insurance policies, wills, marriage licenses, birth certificates, military service records, personal notes, and more. (Files up to 40MB each).




My Life & Wishes - Security



A Secure, Encrypted Account You Can Trust

Your privacy is our top priority. Store and share your records and wishes with the confidence of industry-leading security features.




Build a complete, online end-of-life plan that includes:

Financial information:

  • Bank accounts
  • Loans
  • Credit cards
  • Safe deposit boxes
  • Investments
  • Retirement plans
  • Pensions
  • Insurance policies

Health Care Information:

  • Long-term care details
  • Do Not Resuscitate directives
  • End-of-life care wishes
  • Organ donation
  • Medical history
  • Physician and provider contact info
  • Prescription

Estate Planning Information:

  • Wills and executors
  • Living wills
  • Trusts and trustees
  • Power of Attorney
  • Wishes for gifts and heirlooms

Funeral Information:

  • Eulogy notes
  • Obituary notes
  • Burial and cremation directives
  • Funeral and memorial service wishes

Personal Data & Assets Information:

  • Personal contacts
  • Children and family member information
  • Instructions for pet care
  • Home mortgages
  • Online and social media account logins
  • Household accounts (phone, cable, etc.)

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