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A short introduction to the planning process and the order to tackle it.
Relyward's free planning tools help you organize the decisions, documents, people and information that matter if you become sick, incapacitated or die.
No financial, medical or account details are required to download the guides.
A will answers only part of the problem. Families also need to know who can act during incapacity, where information lives, what the person's medical values are, and what should happen to digital, business and personal responsibilities.
An accident or unexpected illness can create the same practical problems at 35 as at 75. The right time to organize this is while nothing is wrong.
Each resource is available as a print-friendly PDF and a fillable PDF.
A short introduction to the planning process and the order to tackle it.
Plain-English explanations of the documents and people involved.
A scenario-by-scenario quick reference for stressful moments.
A structured way to discuss roles and willingness before a crisis.
A comprehensive map of financial, medical, digital, business and personal information.
Track what you have, what needs work and where it lives.
Do the thinking before you pay for legal time.
Keep the plan current without rebuilding it every few years.
Relyward is being developed as a private life-continuity system that helps people organize financial, digital, legal and personal affairs - and helps the right people know what to do when they cannot.
These free tools are the starting point. The long-term goal is to reduce manual work, keep information current and turn a complex life into a clear successor workflow.
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No. The tools help you organize your thinking and information. Legal documents should be prepared or reviewed under the law where you live.
No. Incapacity can happen at any age. Adults with spouses, children, businesses, digital accounts or property can benefit from basic continuity planning.
No. A will generally directs how probate property should be handled through probate. Some assets can pass outside probate through beneficiary designations, joint ownership or trust arrangements.
Usually no. Passwords change frequently and a will may become part of a court record. A password manager and separate continuity inventory are generally better tools.
Not necessarily. Trusts can solve specific problems, but they add administration and should match an actual goal. Discuss your situation with qualified counsel.
No. They are educational planning and organization tools. They do not replace state-specific wills, powers of attorney, health-care directives or professional advice.
These downloads do not require account numbers, medical records or passwords. If you complete them digitally, store the files in a location that matches the sensitivity of the information you enter.
If a question or scenario was hard to answer, that is useful product research. Relyward should eventually make these steps easier, not simply digitize paperwork.
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