Maybe it’s a milestone birthday, a health scare, or watching a friend go through it. Whatever brought you here, getting organized now is one of the kindest things you can do for the people you love.
Do it yourself
Organize at your own pace, using the action items below as your starting point.
Your first month is free. Cancel anytime before it ends.
With a Forward Steward · Free
Schedule a free meeting with a Forward Steward about planning ahead.
Pick a time that works for you.
You don’t have to do it all at once. Start here.
Will or trust, powers of attorney, healthcare directives, insurance, deeds, and account statements.
How Forward helps · Upload and organize everything by category in one secure place.
Your wishes for care, memorial preferences, sentimental items, and the stories behind them.
How Forward helps · Attach notes and wishes to the people and items they’re about.
Decide who should be able to find what, and when.
How Forward helps · Invite family and advisors with access levels you control.
The best plan only works if people know it exists. Let them know where everything lives.
How Forward helps · Your family gets one place to start, instead of a scavenger hunt.
A checklist of the documents and decisions that make things easier for your family, plus prompts for sharing your wishes.
Tell us where to send it and we’ll email it to you: these action items, 8 documents to look for, questions to talk through, and a contact sheet.